Regenerate agreements through the Supplier Rebate Agreements List for Regeneration form

One way to regenerate agreements is by using the Supplier Rebate Agreements List for Regeneration form.

  1. Sign in to Infor M3 Supplier Rebate portal as an administrator.
  2. From the Explorer menu, select Form > Open, or press Ctrl + O.
  3. In Select Form dialog box, go to Filter and specify Supplier Rebate Agreements List for Regeneration. Click OK.
    Upon opening the form, a list of all agreements that must be regenerated is already displayed.
  4. For searching specific agreements, go to Agreement No and select an operator:
    • like yields results that are similar to the value that you specify.
    • = yields the exact value that you specify.
    • > yields results that are greater than the value that you specify.
    • < yields results that are less that the value that you specify.
    • <> yields results that are greater or less than the value that you specify.
  5. In the name field beside the operators, specify the agreement to be compared with the agreement you are searching for.
  6. Optionally, click Clear to clear your inputs from the search fields. You can click Close to exit the form.
  7. Click Apply. The search results are displayed in the Results list.
    The Results list shows agreement details such as Agreement No, Total Rebate Amount, and Status (regeneration status). The total number of agreements for regeneration is also displayed. The agreements list in display overrides the list record cap set in the User Preferences form and contains all agreements that must be regenerated.
  8. To proceed with the regeneration, click Regenerate.

    The regenerate action is applied to all the agreements displayed in the Results list. The Regenerate button is disabled when there are still on-going agreement regenerations. This button becomes enabled again after all agreements are regenerated.

    Agreements that have completed the regeneration process are automatically removed from the Results list.