Defining rebate agreement types

Create agreement types to classify rebate agreements, which you can use for reporting.

  1. From the main menu, select Master Explorer > Configuration > Rebate Agreement Type.
  2. From the toolbar menu, click Filter in Place to show all records.
  3. Click New.
  4. Specify this information:
    Agreement Type Code
    Specify a code to be the unique identifier for the rebate agreement type.
    Agreement Type Name
    Specify a name for the rebate agreement type.
    Agreement Type Description
    Optionally, provide a brief description.
    Accrual Type
    Select an accrual type. The value in this field defines the type of accruals that can be made in a rebate agreement.
    • Volume-based creates accruals based on purchase transactions done with the supplier.
    • Period-based creates accruals based on an interval within a specific time frame.
    Accumulation
    Select the Accumulation level. The value in this field indicates the level of accumulation of accruals made under the agreement before comparison with the scale setup.
    • Incentive level accumulates accruals based on the combination of the same agreement number-incentive number-period. The value is then evaluated against the Scale in the Rebate Conditions tab to get the applicable rebate rate.
    • Line level accumulates accruals under the same agreement number-incentive number-agreement line-period combination and compares it to the Scale in each agreement line.
    Number Series
    Select a number series:
    • Automatic sets the agreement number to increase in increments automatically based on the number series type.
    • User-defined sets the agreement to be manually specified by users.
    Number Series Type
    To specify the number series type, use any of these options:
    • Type the number series type. A system verification is made to validate the number series that you specified.
    • Select a number series type from the list.
    • Right-click to add or find a number series type.
    Claim Type
    Select a claim type.
    Debit Note Number Series
    To specify the number series type for debit notes, use any of these options:
    • Type the debit note number series type. A system verification is made to validate the number series that you specified.
    • Select a debit note number series type from the list.
    • Right-click to add or find a debit note number series type.
  5. Click Save and close the form.
    Note: A grid below the form lists the agreements which uses the displayed agreement type. Changes in the agreement type when at least one active agreement uses it is not allowed.