Restrictions

The solution contains these limitations:

Agreements are set up with the assumption that negotiation and approval are managed outside of the application.
The agreement type and supplier fields are restricted for change after the agreement is activated with or without existing accruals.
The agreement selection process is based on the agreement’s priority number, considering the setup in Process Defaults.
Period-based agreement is limited to a single supplier setup only. The use of supplier table is not handled.
The user cannot manually indicate which agreement a purchase order should accrue for. It is automatically done.
Purchase order transactions involving PO Line Sub Number such as kit items and partial deliveries is out of scope.
Accruals are not automatically recalculated when an active agreement’s terms are changed. Recalculation can be triggered manually.
When changing a purchase order, the related rebate agreement accrual in Infor M3 Supplier Rebate is updated automatically. No BOD update is triggered by the deletion of purchase transactions.
Accrual values are converted to match the agreement’s currency and units of measure. Currency conversion method used is always multiplication. Alternate unit of measure conversion rates requires a multiplicative (type1) conversion form. Accrual records are not created when the necessary conversion rates are missing.
No accrual record will be created for a purchase transaction when the accrual exceeds the valid agreement's maximum allowable accumulated rebate amount.
A receipt BOD requires a corresponding PO record to create an accrual under a valid agreement.
Claims are raised based on purchase orders with delivery receipts. Purchase invoices are not necessary.
When a rebate is due for claiming, the user must manually trigger submitting of the claims. It will not be automatically submitted and sent to the supplier.
Supplier rebate claims are not itemized.
No facility for archiving agreements exist.