Process defaults

Supplier Rebate-specific system-wide parameters in the Process Defaults form define if a functionality is enabled or not.

  • Agreement form record cap

    This parameter shortens the initial loading time and limits the number of displayed agreements in the left multiview panel of the Supplier Rebate Agreement form. This parameter also overrides the settings for the list and data record caps in the User Preferences form.

    • The default parameter value is 64, which is two pages worth of agreements. The Get More Rows icon in the toolbar enables you to retrieve the next sixty-four agreements in the list.
    • If the parameter Agreement form record cap is 0, or non-existent, all records are retrieved.

  • Allow revert to Preliminary status

    This parameter enables you to revert the active agreements back to preliminary status so that you can remove existing accruals and pending claims, make necessary changes, and generate new accruals and claims based on set agreement conditions and criteria.

    • If set to 0, the message Status change not allowed from Active to Preliminary is displayed. This is the default value of the parameter.
    • If set to 1, regardless if active agreement has existing accruals and pending claims or not, the message Status change will remove existing accruals and pending claims upon save is displayed. Submitted and paid claims and debit notes are not affected.

    Once reverted to Preliminary status, you can edit any field in the agreement form, except for Agreement No. and Agreement Type and Division.

    Activating the agreement generates the accruals based on the new agreement conditions and criteria.

  • Allow use of M3 calendar in agreement setup

    This parameter controls the claim type dropdown list options in the Incentives grid.

    • 0 indicates that you cannot use the M3 Calendar value as claim type. The displayed values are Periodically, Once, and Never.

    • 1 includes the option for 'M3 calendar' in the dropdown list for claim type.

  • Clear personal info on agr exp/close

    In compliance with GDPR, this parameter removes personal information in Alerts tab of Supplier Rebate Agreement form upon closing of the agreement.

    • 0 indicates that personal information is retained when agreement expires or manually closed.
    • 1 indicates that personal information is removed when agreement expires or manually closed.

  • Company

    This parameter enables the user to set a specific company and filter the unwanted Inbound BODs. Specify the company code in the field.

    Note: Ensure to indicate the company code. This field input is a requirement in upgrading the Supplier Rebate application to the latest versions.

  • Ignore agreement header priority

    This parameter enables accruing rebate from purchase transactions according to different time periods (i.e., yearly, monthly, and quarterly) setting up a different scale for each.

    • 0 indicates that the field Priority in the agreement header is used to select a single agreement under which a purchase transaction line will accrue.
    • 1 indicates that the field Priority is ignored, and an accrual is created for all valid agreements found.

  • Publish context information from Infor Supplier Rebate

    This parameter controls the sending of the JSON message. You can select from these values:
    • A value of "1" means that the business context message is being published.
    • A value of "0" means that no business context message is published.

    The associated tags are available for retrieval and you can use them in a context application or widget.

    For the Infor Document Management context application, first configure the Business Context Model then setup the Properties and Attributes mapping to the entity types.

  • Allow SR calendar in agreement setup

    This parameter controls the claim type dropdown list options in the Incentives grid.

    • 0 indicates that you cannot use the SR Calendar value as claim type in an agreement setup.
    • 1 includes the option "SR calendar" in the dropdown list for claim type.

  • Calendar ID to use for SR Calendar

    SR Calendar is a user-defined calendar setup that you can import from the application by using the Import Supplier Rebate Internal Calendar form.

    Specify the Calendar ID in this parameter to indicate that this is the calendar setup you are going to use when you select SR Calendar as the claim type value.

    Note: The default Calendar ID to use for SR Calendar is "SR01."
  • Filter non-rebatable PO Line items

    This parameter provides the option to save the lines of purchase orders coming in to the Supplier Rebate application having multiple lines with different item rebatable flag values.

    • The default value is set to 0 which saves all PO Line items, regardless of item rebatable flag.
    • A value of 1 indicates that the PO lines are checked and only those lines with items tagged as rebatable are saved in SRPOLine table.