System Configuration Functional User Manual

System Configuration

System Configuration Page

External Systems

ERP/CSV Option

Click the dropdown icon and select an ERP from the list. All fields will update based on the selected ERP. Enter the required data and click save 

ERP

SAP Business One HANA

QuickBooks Online

NetSuite

Step 1: Click on drop down icon

Step 2: Select any one from list

Step 3: Click on Save ERP Configuration

Note: Service Items list appear from Items -> Item List

Sage300

Epicor Prophet 21

Dynamic 365 Business Central

Zoho Billing

ERP SYNC

Click ON

Click OFF system will display pop up as above select any one option as you want

CSV

CRM

Zoho Sign 

Document Templates

Select desired option and enter Email subject line click on save 

Rebate

Select the desired options for Rebates.

Chargeback

Note : Third-party Chargeback config should only be enabled when the Product Search → Chargeback is set to "Item List"

Note: When Chargeback is NOT set to "Item List", this config section should appear disabled

Case 1: When Third Party Chargeback Selected as End-User system will display End user Chargeback In Incentives-> Billback Chargeback->Chargeback Document Tab->Add Claim -> Add/ Edit 

Case 2: When Third Party Chargeback Selected as Vendor system will display Third-party Claimant Chargeback  In Incentives-> Billback Chargeback->Chargeback Document Tab->Add Claim -> Add/ Edit 

Distribution Chargeback Types

Add

Step 1: Click Add New Type

Step 2: Enter the chargeback type and description

Step 3:Select the desired checkboxes

Step 4: Click Save  to add OR  Refresh icon if you don’t want to save

Edit

Step 1: Click on Edit 

Step 2: Enter new OR change the chargeback type and description, un-select checkbox OR select checkbox
Step 3: Click Save to save changes OR Refresh for not save changes

Note:  These types are used in: Sales → Chargeback → Add New 

Distribution Chargeback Status

Add

Step 1: Click Add New Status 

Step 2: Enter the status name, Select the checkbox and choose Accepted or Rejected

Step 3: Click Save or Refresh 

Edit 

Step 1: Click on Edit 

Step 2: Enter new OR update status

Step 3: Select checkbox OR un-select

Step 4: Click Save OR Refresh

Note: If not select checkbox then system will not display Accepted OR Rejected selection options

Note: Used in: Sales → Chargeback (Closed) → Claim Attached Document → Status Module 

Bulk Update Data

Step 1: Download the blank CSV template

Step 2: Browse and select the file to update records

Step 3: Click Upload

Note: Uploaded data will appear in: Companies → Customer Module 

Classes

Note: Classes are retrieved from ERP

Add

Step 1: Click on drop down icon

Step 2: Select checkboxes 

Step 3: Click Add 

Step 4: Select Commission , Rebate Contract for enable classes

If you select All Classes from ERP option system will remove Add classes option

Note: Classes used in: Incentives → Commission and  Rebate Contracts

Accounts

Note: Accounts are retrieved from the ERP system this functionality only for following user abc_netsuite@incentx.com (NetSuite)

Add

Step 1: Click the dropdown icon and select the desired checkbox

Step 2: Click the Add button 

Delete

Step 1: Click the Delete icon next to the account name

Step 2: Confirm by clicking OK to delete, or cancel to abort the action

Notes: Accounts Used in Purchase → Cost Accounting module

Invoice Qualification Date

Note: This feature allows users to qualify invoices for commission contracts using a custom date field on the invoice header. A valid date range can be set for each contract

Used in-> Incentives-> Commission

Invoice Custom Fields

Click on expand icon

Here system allow to Add, Edit and Delete 

Note: Custom Fields Used in Sales-> AR Invoices and Sales-> AR Credit Memos

Customer Age Tiers

Note: After ON this feature system will display Incentives-> Commission-> Customer/Items tab-> Age Minimum/ Maximum options

Rebate Contract Dates On Customer

Note: This fields  use to map custom fields with rebate contract  

Click drop down icon and select fields as per map name with fields

If you off system will disable custom fields

Order/Invoice Search

Click and ON feature

Click on drop down icon and select search mode (months)

System will display success message

Commission on Sales Orders

Note: After ON this feature system will display Incentives-> Commission-> Calculate Commission By option 

Profit On Document Header

Note-> This functionality use for NetSuite ERP

Click and ON Feature 

Step 1:  Select any one option

Step2: Enter ERP Custom Field and Custom Title

Add

Step 1: Click on + Icon

Step 2: Enter Value

Step 3: Click Save Or Refresh 

After save system display success message

Edit

Step 1: Click on Edit 

Step 2: Change value and click save

After all changes click save

Note: After ON this feature system will display Sales->Order-> Details Page

Exclude Sales People From Cost Assignment

Note-> This functionality use for NetSuite ERP

Enable feature ON 

Add

Step 1: Click drop down icon

Step 2: Select Checkbox as you want to add

Step 3: Click Add 

Delete 

Step 1: Click the Delete icon next to the account name

Step 2: Confirm by clicking OK to delete, or cancel to abort the action

Sales Person Entity From ERP

Note: When select option Both system will display Partner and Sales Person separate in User Management-> Users-> Add/Edit Time 

Tier Basis

Enable feature ON 

Select Dynamic

Select Static-> Click on drop down icon

Select Feature custom field and save 

Cost Accounting

Note: After ON this feature system will display Purchase-> Cost Accounting

Short Pay Notification

Enable Feature ON 

Click drop down icon and select type 

Click save system will display success message

Note: Task Appear From Custom Properties-> Task Type

Virtual Invoices

Enable Feature ON 

Note: After enable feature system will display Sales-> AR Invoices-> Import Virtual Invoices and Create Virtual Invoices Options

Single Sign-On 

Enable Feature ON 

Click on drip down icon and select option

Enforce SSO Login ON 

Click on Save 

Note:  You must be enable particular customer from Admin Panel 

Chargeback Look Back Period

Enable Feature ON Enter Looks Back Period (Days) And Claim Back Period (Days) then click on Save 

Note: After ON this feature system will display Companies-> Customer-> Add/Edit Time option

Also the system displays the Claim Date field in Incentives-> Bill Back Chargeback-> Open End User Chargeback-> Go to chargeback documents section-> Click Add Claim

Cash Discounts

Note-> This functionality use for NetSuite ERP 

Enable Feature ON Enter ERP Custom Field and Custom Title then click on Save 

Note: After ON this feature system will display Sales-> AR Invoices-> Details Page

Price List Approval Workflow

Enable Feature ON 

Note: After ON this feature system will display Items-> Price List-> Approval Workflow Button

Also display existing price list enabled workflow Status column on price list listing page AND details page workflow progress bar

Buying Group Settings

Buying Groups are Vendors

Note:  When select Buying Groups are Vendors System will display Companies-> Vendors-> Mark as Buying Group Option

Buying Groups are Customers

Note:  When select Buying Groups are Vendors System will display Companies-> Customers-> Mark as Buying Group Option

      Enable options ON Common for Both 

Step 1: When On Buying Groups On customer system will display that custom field on customer master record

Step 2: When On GPO Member ID system will display Edit icon for GPO Member ID

Step 3: When on Multi-Level Buying Group Hierarchy system will display Add Members From Buying Group option

Note: Above all options effect in Companies-> Buying Groups-> Details Page-> Members Tab

When No Data System will disable Save Button

Minimum/Maximum Claim

      Enable Feature ON

Note: After ON this feature system will display Incentives-> Billback & Chargeback-> Approve Multi Min-Max Chargeback Claim Option 

Also Display Incentives-> Billback & Chargeback-> Add/Edit -> Min-Max Chargeback Option

Also display Approvals-> Min-Max Chargebacks Tab

Incentive Settlement Approval Workflow

Enable Feature For Commission ON And Enable Feature For Rebate ON 

Note: After ON this feature system will display Incentive-> Commission-> Details Page-> Send Current Settlement For Approval 

Also Display Incentive-> Rebate-> Details page-> Send Current Settlement For Approval 

Also Display Approvals-> Rebate Settlements And Commission Settlements Tabs

Price List Terms & Condition

Enable Feature ON 

Note: After ON this feature system will display Items-> Price List-> Details Page-> Terms & Condition Option

Sales Rep for Orders 

Enable Feature ON 

Note: After ON this feature system will display Sales-> Order-> Details Page-> Sales Rep Select option

Vendor Entity From ERP

Syncs vendor entity data from ERP

Incremental Payment

Enable Feature ON 

Note: After ON this feature system will display Incentives-> Commission-> Settlement Report-> Commission Report -> Modified Invoices Tab

Distribution Channel(s)

Enable Feature ON 

Add

Step 1: Click on Add New

Step 2: Enter Code and Description

Step 3: Click Save 

Edit

Step 1: Click on Edit 

Step 2: Change Description

Step 3: Click Save OR Refresh 

Note: System disable code column and not allow to edit

Note: After ON this feature system will display User Management-> Users-> Add/Edit Time AND selected channels display on Header

Note: This configuration name change in NetSuite ERP as Subsidiaries AND Not allow to Add/Edit It's appear from ERP 

Import End-User Invoices

Enable Feature ON 

Note

When you disabled Skip Uploading End User : System will create end user from imported end user invoices file (Data not available in ERP only csv ERP  master data not available only End user invoices available)

When you enable Skip Uploading End User : System will not create end user from imported end user invoices file

Note: After ON this feature system will display Sales-> End User Invoices-> Import Option

When you Enable End-User Invoice Import-> OFF System will automatically disable Skip Uploading End-User

Trade Promotion Approval Workflow

Enable Feature ON 

Note: After ON this feature system will display Incentives-> Trade Promotion-> Details Page-> Claims Tab-> View-> Document Trail Option

Also Display Approvals-> Trade Promotion Tab

Also Display Sales-> Chargebacks-> TPM Claims-> View Claim-> Document Trail Option

Prevent Overwrite End-User Invoice

Enable Feature ON 

Note

If this feature is ON, then give error message to user when trying to upload end-user invoice with existing primary key

If this feature is OFF then replace existing end-user invoice with no error message

Commission Rate On Invoice Line Item

Enable Feature ON 

Note: After ON this feature system will Hide Incentive->Commission-> Add/Edit time Customer/Items Tab

Roll-up AR Credit Memo Lines

Roll-up AR Credit Memo lines to create only one line for each item ON 

Note: After enable this feature system will combine all the claim item row in one line row when generate Sales-> AR Credit Memos Details Page

For Ex:   Item 105 claim 12

                  Item 105 claim 8

                  Total =20 claim qty display in AR Credit memo in single row

Logical Filter

Enable Incentive Rate Feature ON 

Note: After ON this feature system will display Incentives-> Commission-> Add/Edit Time-> Rule Column

Enable End-User Chargeback Feature ON 

Note: After ON this feature system will display Incentives-> Billback Chargeback-> End User Chargeback Add/Edit-> Logical Filter Tab

Commission Draw

Enable Feature ON 

After enable feature ON system will also display Commission Holdback

Commission Holdback ON 

Note: After ON both feature system will display Incentives-> Commission-> Add/Edit -> Commission Draw and Commission Holdback Options

Also Display Settlement Report-> Commission Report Page

Output Document Type

Enable Feature ON

Note: After ON this feature system will display Incentives-> Billback & Chargeback-> End User Chargeback-> Documents Tab-> Add Claim-> Output Document Type Option

Also display on Sales-> Chargebacks-> End User Chargeback-> Add Claim-> Output Document Type Option

Alternate UOM Support

Enable Feature ON

Step 1: Enter Alternate UOM 

Step 2: Click Save

Note: After ON this feature system will display Incentives-> Commission->Item List-> Added Alternate UOM display

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