Report details
Note: Report contents can vary depending on the
agreement type.
This table describes the rows that are included in the accrual reports:
| Report row | Description |
|---|---|
| Generating Value | The value that is used to retrieve the rebate percentage from the scales. This depends on the defined agreement unit. For example, if the agreement unit is set to the net purchase price, the generating value is computed from the valid purchase order lines. These values are then accumulated for every period depending on the requested delivery date of the purchase order. |
| Accumulative Value | The summation of the generating values of the current and the previous periods. This helps the user evaluate how much purchase orders have accrued to the agreement to-date. |
| Spent Amount | The amount to be multiplied to the rebate rate. This is based on the specified paying unit in the agreement. |
| Total Spent | The summation of the spent amount of the current and the previous periods. |
| Period Rebate | The summation of accrued rebate amounts from valid purchase orders for the specific period. |
| Total Rebate | The summation of the period rebates for the current and previous periods. |
| Incentive number | The base incentive number for the accrual values per month. |
This table shows the columns that are included in the accrual reports:
| Report column | Description |
|---|---|
| January - December |
Shows the value for each report row by month. This report column is applicable when you select Once, Never, or Periodically as the claim type value. |
| Period Name |
Shows the period names from the M3 Calendar for the year. This report column is applicable when you select M3 Calendar as the claim type value. Note: In the Supplier Rebate Calendar Days Query form, you can filter
the year and division of the agreement. The values in the column
Period Name are used as accumulation buckets for the accrual report.
In cases when the Period Name is blank, a generic string "Period" +
Period Number is assigned.
|
| Pending Rebate | The total remaining rebate for each base incentive that is open for claiming. |