Infor M3 Supplier Rebate User Guide

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About this guide
Related documents
Application overview
About this application
Accessing the application
Navigation
Forms
Using query forms
Editing result grid columns
Configuring user preferences
Configuring the BOD version
Running initial load in EVS006
Configuring M3 to publish FinancialCalendar BODs
Configuring M3 to send deleted purchase orders to Infor M3 Supplier Rebate
Configuring filter-out function for non-rebatable suppliers and items
New data
Existing data
Reflect changes to existing data
Tagging suppliers in M3 that are qualified for rebates
Create the supplier tags in M3
Tag an existing supplier in M3
Tagging items in M3 that are qualified for rebates
Create the tags in M3
Tag an item in M3
Viewing purchase orders and purchase receipts
View purchase orders that are not attached to any agreement
View purchase receipts that are not attached to any agreement
Workspace
Viewing supplier and agreement details from homepage reports
Exporting accrual reports to Excel
Adding DataView as home page display
Manipulating DataView results
Aggregate values
Filter records
Right-click actions
DataView layouts
Process defaults
Understanding business context messages
Supported business context messages
Agreements List by Supplier context application
Configure Supplier Rebate context widget
Enable Infor M3 business context
View supplier rebate agreements through context application
Using the utility forms
Accessing the utility forms
Enabling the available features
Importing an internal calendar
Generating supplier rebate calendar days
Generating default configuration data
Exporting and importing supplier rebate configuration data
Viewing log writer information
Purging BOD information
Exporting and importing purchase transactions
Regenerating a supplier rebate agreement
Regenerate indicator
View the agreement change log
Agreement change log query
Regenerate agreements through the Supplier Rebate Agreements List for Regeneration form
Regenerate supplier rebate agreements
Viewing the transactions on queue
View transactions on queue
Viewing debit note status
Purging supplier rebate data
Setting up the application
Number series types
Defining number series types
Defining claim types
Defining rebate agreement types
Creating agreement groups
Creating supplier groups
Creating warehouse groups
Creating item groups
Creating PO category tables
Creating PO type tables
Scales
Defining scales
Processing supplier rebates
Supplier rebate agreements
Volume-based
Period-based
Creating supplier rebate agreements
Manage supplier rebate agreements
Modify agreement grid columns
Modify agreement position
Filter displayed agreements
Create supplier rebate agreements
Specify details
Specify conditions
Specify incentives
Specify agreement lines
Specify agreement lines by priority
Specify agreement lines by uploading an Excel file CE
Specify alerts
Import supplier rebate agreements
Getting the import agreement template
Generating rebate accruals report
Report details
Managing claims
Viewing claims
Claim List
Claim Details
Generate claim detail report
Generating reports for debit notes
Tagging debit notes as paid
Submitting claims
Submit a claim through the Claim Submission form
Submit a claim through the Claim List form
Database tables
SRNumberSeriesType
SRClaimType
SRAgreementType
SRAgreementGroup
SRSupplierTableHeader
SRSupplierTableLine
SRWhseTableHeader
SRWhseTableLine
SRItemTableHeader
SRItemTableLine
SRScaleHeader
SRScaleLine
SRPOCategoryTableHeader
SRPOCategoryTableLine
SRPOCategoryMaster
SRAgreementHeader
SRSettlementCondition
SRFieldSelectionPriority
SRAgreementLine
Troubleshooting
Context app Agreement List by Supplier is not displayed
Context app Agreement List by Supplier does not update
Context app Related Information does not show IDM document
No item data displayed in reports
Query form reports do not show all records
Cannot submit claims
No claims created for purchase receipts due to unreplicated PO line
No claims created for purchase receipts due to exceeded maximum rebate amount
No accruals created for a specific purchase order
Purchase orders stuck in Transaction on Queue
Check the record in Transaction on Queue
Check settings in the Transaction Status field
PurchaseOrder BOD is not processed in Replication Document Inbox
PurchaseOrder BOD was not routed to Infor M3 Supplier Rebate inbox
Supplier in the PurchaseOrder BOD is not rebatable
PurchaseOrder BOD is not published to ION
Missing master data in Infor M3 Supplier Rebate
Missing currency conversion setup in Infor M3 Supplier Rebate
Missing calendar days
Generate calendar day of the requested delivery date
Generate calendar days
Purchase order has accrued under an agreement different from the expected
Records from M3 sent via BODs are not saved to corresponding SR table
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