Assigning rebate qualifiers

  1. Select Manage Contracts.
  2. Select a contract.
  3. On the Rebates tab, select a rebate.
  4. On the Rebate Qualifiers tab, click Create.
  5. Specify this information:
    Purchase Type
    Select a rebate to apply by Total Purchases or by Targeted Purchases.
    Target Purchases From
    If you selected a Purchase Type of Targeted Purchases, then select the from and through dates.
    Through
    If you selected a Purchase Type of Targeted Purchases, then select the from and through dates.
    Type
    Select Amount if the manufacturer rebate is based upon the purchase of a specific amount of goods.

    Select Units if the manufacturer rebate is based upon the purchase of a specific number of units.

    All Invoices for Supplier
    Select this check box to find all invoices for a supplier within a date range. You can specify a percentage or an amount, but not both.
    Prior Year Purchase Amount
    Specify the prior year purchase amount.
    Projected Rebate Percent
    This value comes from the rebate percentage specified. If no percent was entered, the projected rebate is calculated from the prior year purchase multiplied by the projected rebate percent.
    Projected Rebate
    Specify the projected rebate.
  6. Click Save.
  7. On the Contract Selection tab, click Select Contract for Rebate and select a contract.
  8. If you did not select the All Invoices for Supplier check box, then you can select all items for the rebate. Click the Contract Selection tab and open the contract.
    On the Rebate Qualifier Contract form, select Actions > Select All Items for Rebate Qualification.
  9. Add codes to attach to the rebate qualifier.
    1. Click the UNSPSC tab and the Helper List icon to attach UNSPSC codes to the qualifier.
    2. Click the Manufacturer Info tab and the Helper List icon to attach a manufacturing code and division to the qualifier.
    3. Click the Commodity Code tab and the Helper List icon to attach a commodity code to the qualifier.
    4. Click the Major Purchasing Class tab and the Helper List icon to attach a major purchasing class to the qualifier.
    5. Click the Minor Purchasing Class tab and the Helper List icon to attach a minor purchasing class to the qualifier.
  10. If you selected a growth rebate type in step two, the Growth Rebate Qualifiers tab is displayed.
  11. Click Create and specify this information:
    First Growth Operator
    Specify the purchase percentage or amount that must be reached to qualify for the rebate over last year's purchases. The growth operator says that purchases must be greater than or greater than or equal to last year's purchases.
    From Percent
    You can specify a percentage or an amount, but not both.
    From Amount
    You can specify a percentage or an amount, but not both.
    Second Growth Operator
    Specify the purchase percentage or amount that must be reached to qualify for the rebate over last year's purchases. The growth operator indicates if purchases must be less than or less than or equal to last year's purchases.
    To Percent
    You can specify a percentage or an amount, but not both.
    To Amount
    You can specify a percentage or an amount, but not both.
    Rebate Percent
    Specify the rebate percentage to apply for percentages. You can specify a percentage or an amount, but not both.
    Rebate Amount
    Specify the rebate amount. You can specify a percentage or an amount, but not both.
  12. Click Save.