Enter Rebate Agreement Header and General Terms
Explanation
This activity can be used to enter general information and
information on the header for the rebate agreement. The periodic
settlement and final settlement intervals are entered here. These intervals
specify when the periodic and final rebate payments should occur. However,
the final settlement interval should be equal or longer than the specified periodic
settlement interval.
Prerequisites
This activity has the following
prerequisites;
- If the rebate agreement is defined for a customer
hierarchy, information on the customer hierarchy must have been entered in
the Customer Hierarchy window.
- If the rebate agreement is defined for an
assortment, information on the assortment must have been entered in
the Assortments window.
System Effects
This activity has the following
system effects;
- A rebate agreement will be created.
- If a customer hierarchy and a level have been specified, only customers
belonging to that hierarchy and the level are able to be connected to the
rebate agreement.
Window
Rebate Agreement
Related Window Descriptions
Rebate Agreement
Rebate Agreement/General
Procedure
- Open the Rebate Agreement window and
click New.
- Enter the rebate agreement ID in the Agreement
ID field and then enter an appropriate description for the rebate
agreement.
- If the rebate agreement is valid for a customer
hierarchy, enter or select from the List of Values the appropriate customer
hierarchy.
- If a customer hierarchy is specified for the
rebate agreement, enter or select from the List of Values the appropriate
customer hierarchy level.
- Enter or select from the List of Values the
payment
term valid for the rebate agreement.
- Select a periodic settlement interval from the
list.
- Select a final settlement interval for the selected periodic settlement interval.
- Select whether the agreement will be defined using
sales part rebate groups of assortments by choosing either the Use Sales
Part Rebate Group or Use Assortment option. When choosing
assortment, enter or select from the List of Values the appropriate
assortment.
- Depending on the option selected before, select a value for the
Total Sales Rebate Basis field, to indicate how the total sales per customer is to be calculated at the time of
running the final settlement.
- Specify a date for the rebate agreement to become valid on.
- Optionally you can specify a date until when the rebate agreement is
vallid.
- Save the record.