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

1. Open the Rebate Agreement window and click New.
2. Enter the rebate agreement ID in the Agreement ID field and then enter an appropriate description for the rebate agreement.
3. Select the currency to be used in the Rebate Agreement in the Currency field.
4. Select the Rebate Criteria to be used to calculate the rebate.
5. Depending on selection in Rebate Criteria enter or select from the List of Values the unit of measurement that should be used for the rebate agreement.
6. Select whether the agreement will be defined using specific sales part(s), sales part rebate groups, assortments or for all sales parts by choosing one of the, Use Sales Part, Use Sales Part Rebate Group, Use Assortment or Use All Sales Parts option. When choosing assortment, enter or select from the List of Values the appropriate assortment.
7. Depending on the option selected before, select a value for the Final Rebate Basis field, to indicate how the total sales per customer is to be calculated at the time of running the final settlement.
8. Enter or select from the List of Values the payment term valid for the rebate agreement.
9. Select a periodic settlement interval from the list.
10. Select a final settlement interval for the selected periodic settlement interval.
11. Specify a date for the rebate agreement to become valid on in the Valid From field.
12. Optionally you can specify a date until when the rebate agreement is valid in the Valid To field.
13. If the rebate agreement is valid for a customer hierarchy, enter or select from the List of Values the appropriate customer hierarchy.
14. If a customer hierarchy is specified for the rebate agreement, enter or select from the List of Values the appropriate customer hierarchy level.
15. Save the record.