Define Multiple Rebate Criteria

Explanation

Whether to use multiple rebate agreements or single agreement per customer per company in a given time can be defined using this selection. The value will be default to company = “*” and rebate selection “Agreement Priority” upon creation of new customer. This means, when it is required to provide rebate for that customer, the agreement with highest agreement priority will be used for any company. For example if the customer has done purchases from company A and B the active agreement with highest priority for each company will be used to create rebate transactions for respective companies. You can change this basic setting, so that it is possible to set the behavior of how to use multiple active agreements in different companies. The default setting however is to use single highest priority active agreement per customer per company.

Prerequisites

• General data must have been entered for the customer.
• Rebate agreements with the customer as the receiver should have been entered to create rebate transactions.

System Effects

For one sales activity there will be only one rebate transaction if the multiple rebate criteria is “Agreement Priority” since only one active agreement is considered. For one sales activity there will be multiple rebate transactions if the multiple rebate criteria is “Multiple Agreements” since all active agreement per customer are considered.

Window

Customer
Rebate Agreement

Related Window Descriptions

Customer
Customer/Order
Customer/Order/General
Rebate Agreement
Rebate Agreement/Receivers
 

Procedure

From the Customer window:

1. Open the Customer window and click the Order/General tab.
2. In the Multiple Rebate Criteria area, create a new record.
3. Enter a value for the company or select one from the List of Values.
4. Select value for Rebate Selection from the drop down menu. Either Agreement Priority or Multiple Agreements can be used.
   In the case of Agreement Priority option, the advantage is you can decide what agreement to use in an ongoing rebate process. For example, if there are 3 agreement active for this month and 3 agreement active for next month for a customer, using this option, it can control what agreement to consider in this month and what agreement in next month in rebate process if agreement priorities are defined appropriately in rebate agreements.
   Multiple Agreement option will allow you to use all the active agreement per customer in the company for that particular period to be considered for the rebate process.
5. Save your changes.