Specify conditions

  1. On the Conditions tab, specify this information:
    Payee

    Select the payee to whom the rebate claims will be paid.

    The default selection is the selected supplier's payee.

    Payment Method

    Specify a payment method for claims from the list.

    The default value in this field is based on the selected payee.

    Note: Payment methods are defined and maintained in the ERP. They are transferred to the application through BODs.
    Payment Terms

    Select payment terms for claims from the list.

    The default value in this field is based on the selected payee.

    Note: Payment terms are defined and maintained in the ERP. They are transferred to the application through BODs.
    Minimum Claimable Amount

    Specify the minimum claimable amount for the agreement.

    Invoicing claims that are less than this amount are not allowed.

    Division

    Select a division.

    This is the equivalent of an accounting entity in the buying company.

    The value in this field indicates the entity that raises rebate claims.

    Currency
    Select a currency from the list.
    Exchange Rate Type
    Select an exchange rate type.
    Rebate Method
    Select a rebate method as the basis for calculation:
    • Fixed Rate indicates a fixed rebate rate based on the value specified in the Percent field.
    • Scaled Rate indicates a rebate rate based on the scale connected to the rebate agreement. This rate varies by the bulk of purchase transactions.
    • Scaled Amount indicates a rebate amount based on the scale connected to the rebate agreement. This amount varies by the bulk of purchase transactions.
    • Fixed Amount enables you to specify a fixed rebate in the Amount field.
    Scale
    If you select Scaled Rate or Scaled Amount as the rebate method, select a scale from the list.

    To view the scale levels that are connected to the rebate agreement, right-click Scales and select Details.

    Percent
    If you select Fixed Rate as the rebate method, specify the percentage.
    Amount
    If you select Fixed Amount as rebate method, specify the rebate amount.
    Guaranteed Rebate
    Specify the value, expressed as a percentage, of guaranteed rebate rate.
    Agreement Unit

    Select an agreement unit from the list.

    This field is the unit of measure for the rebate scale.

    • Quantity refers to the total ordered quantity for every purchase order line.
    • Net purchase price refers to the net of the discounts amount for every purchase order line, expressed in the currency of the agreement.
    • Gross purchase price refers to the total amount for every purchase order line, regardless of the discounts expressed in the currency of the agreement.
    Paying Unit

    Select a paying unit from the list.

    This field indicates to which value the rebate rate or rebate amount is multiplied.

    • Quantity only applies to Scaled Amount and Fixed Amount rebate methods.
    • Net Purchase Price only applies to Fixed Rate and Scaled Rate rebate methods.
    • Gross Purchase Price only applies to Fixed Rate and Scaled Rate rebate methods.
    Scale U/M
    If you select Quantity as the agreement unit or paying unit, select a unit of measurement from the list.
  2. Click Save.