Rebate Functional User Manual

Rebate

Rebates Listing

Step 1: Click the Action

Step 2: Click the Add New

As per above image here different types of options we will check one by one all options and fields change as per selections

Note:  When Rebate Type: Purchase-> Select Vendor field display

            When Rebate Type: Sales-> Select Customer field display

Contract Type: Individual, Rebate Type: Purchasing, Customer /Item Match: Exclusive OR Inclusive, Tiers Type: Single Item/ Multiple Item, Settlement Period: Monthly, Tier Mode: Absolute

Contract Type: Individual, Rebate Type: Purchasing, Customer /Item Match: Exclusive OR Inclusive, Tiers Type: Single Item/ Multiple Item, Settlement Period: Automatic/Per Invoice, Tier Mode: Absolute

Contract Type: Individual, Rebate Type: Purchasing, Customer /Item Match: Exclusive OR Inclusive, Tiers Type: Single Item/ Multiple Item, Settlement Period: Quarterly, Annually, Bi-Annually, BI, Tier Mode: Absolute

Contract Type: Individual, Rebate Type: Purchasing, Customer /Item Match: Exclusive OR Inclusive, Tiers Type: Single Item/ Multiple Item, Settlement Period: Custom, Tier Mode: Absolute

Contract Type: Buying Group, Payment Type: Buying Group, Customer /Item Match: Exclusive OR Inclusive, Tiers Type: Single Item/ Multiple Item, Settlement Period: Monthly, Tier Mode: Absolute

Contract Type: Buying Group, Payment Type: Split, Customer /Item Match: Exclusive OR Inclusive, Tiers Type: Single Item/ Multiple Item, Settlement Period: Monthly, Tier Mode: Absolute

Contract Type: Growth Incentive

Rebate Type: Sales

Import Items

Step 1: Click the Import Excel/Csv

Step 2: Click the Browse and Select File

Step 3: Click the Upload

Step 4: Click the Yes for upload OR Cancel for abort the upload and close the pop up

Add ->  Generate AP Credit Memo Contract Type: Individual Rebate Type: Purchase

 Fill all details as above image

Step 1: Click the Submit

Step 2: Click the Close Current Settlement Report

Note: Start and End Date Selected as per Sales-> AR Invoices available

Step 3: Click the OK for close settlement OR Cancel for abort the action and close the pop up

After step 3: System will disable Start date, Vendor Name and display Current Settlement Period

Step 4: Click on Generated Settlement

Step 5: Click the Doc No

After run crone cycle from back-end and sync with ERP system will change status and generate AP Credit Memo also check and verify details

Go to Purchase-> AP Credit Memos

Add-> Generate AR Credit Memo Contract Type: Individual Rebate Type: Sales

Fill all details as above image

Step 1: Click the Submit

Step 2: Click the Close Current Settlement Report

Step 3: Click the OK for close settlement OR Cancel for abort the action and close the pop up

Step 4: Click on Generated Settlement

Step 5: Click the Doc No

Step 6: Click the Incentives

Step 7: Click the Settlement No

Go to Sales-> AR Credit Memo

Click and open details page system will display data with selected service Item from Application Settings-> System Configuration-> Credit Memo Item​

Add ->  Generate AR Credit Memo Contract Type: Buying Group Payment Type: Buying Group Member

Fill all details as above image

Step 1: Click the Submit

Step 2: Click the Close Current Settlement Report

Step 3: Click the OK for close settlement OR Cancel for abort the action and close the pop up

Step 4: Click on Generated Settlement

Note: System only take those members which one Invoices available in selected contract Start and End Date

Step 5: Click the View Report

Step 6: Click the Doc No

Step 7: Click the Incentives

Step 8: Click the Settlement No

Go to Sales → AR Credit Memos system will generated AR Credit Memos

Click and open details page system will display data with selected service Item from Application Settings-> System Configuration-> Credit Memo Item

    

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