Stored reports used for rebate processing

You can now create stored EDI Entry Processing Rebates Reports with different default options, and then use business rules to apply them at the vendor, company, or global level. When an inbound SyncSXVendorRebateClaim BOD is received, this business rule hierarchy is used to determine which stored report is used for processing:

• Vendor
• Company
• Global
• Standard stored report

If you do not set up stored reports, the standard report with the standard default values is used.

After the transaction is processed, the informational messages are displayed in the Electronic Transaction Control Center (ETCC). The messages show which stored report was used to process the transaction and the default value for each report option on the stored report. The information messages are retained until you delete them.

To establish rebate processing parameters, set up stored reports in EDI Entry Processing Rebates Report. At a minimum, we recommend that you create a standard stored report that is named @edepr. Ensure that the default values for the report options address the majority of your processing requirements. Then, set up the business rules to indicate which report applies to a vendor or company, or the system. If a business rule template is not available for default rebate processing parameters, you must set it up in SA Table Code Value Setup.

See the Infor Distribution SX.e Setup and Administration Guide for EDI.