Entering or updating a temporary rebate receipt

Temporary rebate receipts are stored in the PDERV system database file with a claim number of zero. Each temporary receipt that you create increments the sequence number to create a new record. After you research the temporary rebate receipt and match a claim number to it, you can update the temporary receipt. The temporary receipts then becomes a vendor receipt.

You can delete temporary receipts if your operator security level for PD Rebate Reconciliation Entry is 5.

  1. Pricing and DiscountingSelect > Entry > Rebate Reconciliation.
  2. If you do not know the claim number of the rebate, select Temporary Receipts, and then click Search.
  3. Click New.
  4. Specify the information for the rebate receipt, and then click Save.
  5. To update an existing temporary receipt, specify search criteria and click Search.
  6. Select the temporary receipt in the grid, and then click Edit.
  7. Modify the information and click Save.