Generating default configuration data

The configuration data standards and defaults are initially available for the newly provisioned tenants. In instances that the data is unnecessary or if you must remove that data from the system, you can use the Purge Supplier Rebate Data form.

Configuration data includes the database tables for these parameters:

  • Agreement group
  • Agreement header
  • Agreement lines
  • Agreement type
  • Claim type
  • Category grouping tables
  • Field selection priority
  • Incentives
  • Number series type
  • Scales
  • Supplier/warehouse/item/PO
  • PO category master

The value for SRCompany in each table is retrieved from the Company field in Process Defaults.

For specific database values, see Database tables.

You can use the Generate Default Configuration Data form to run two actions:

  • Generate default configuration data

    This action creates default configuration data on demand. You must purge any existing data through the Purge Supplier Rebate Data form before you can generate the configuration data.

  • Change configuration data company code

    This action retains the existing configuration data and changes only the company code.

The Company Code field in the Generate Default Configuration Data form is controlled by the Company field in the Process Defaults form. Any changes in the company field values in Process Defaults are reflected on the Company Code field in Generate Default Configuration Data form.

  1. Sign in to Infor M3 Supplier Rebate portal as an administrator.
  2. From the main menu, select Master Explorer > Supplier Rebate > Utilities > Generate Default Configuration Data.
  3. Specify this information:
    Company Code
    This field shows the company code upon selecting a data configuration action.

    Select either Generate default configuration data or Change configuration data company code.

  4. Click Process.