Workspace

Workspace is initially displayed when you run the supplier rebate application. The homepage display shows the collection of supplier rebate accruals based on their status, supplier, accrual type, and validity.

The report is automatically generated with these default criteria for the header filters:
  • Status

    This filter controls the status of the supplier rebate agreement that is included in the generated DataView.

    By default, the status is Active. You may also include all agreement status when a specific supplier is selected.

  • Supplier

    This parameter filters the generated DataView based on the validity of the agreement to a specific supplier.

    By default, this filter is blank which means to include all suppliers in the returned report.

  • Agreement Number

    This parameter filters the report for the agreements to be included.

    The dropdown list values are automatically populated and pre-filtered based on the selected supplier.

  • Accrual Type

    The selection includes volume-based or period-based accruals.

    By default, the accrual type is Volume-based accruals. When you change the accrual type, click Show Accruals to refresh the report.

  • w/Receipts only

    This check box further filters the volume-based selection for accrual type.

    By default, this parameter is checked, including only purchase orders with receipts. When you select Period-based as an accrual type, this parameter is disabled.

  • Valid From/Valid To

    This filter narrows the list of accruals to be included in the DataView as it is compared against an agreement’s validity. This field also filters the date of the reference transaction. The dates can be the requested delivery date or receipt date.

    The date range is pre-populated based on the selected agreement's effective date.

    When multiple agreements are selected, the validity date is set to January to December of the current year.

  • Aggregation Level

    This filter enables the aggregation in showing data. The displayed data is based on the selected criteria and aggregation level, with the generating value and accrued rebate amount aggregated by the same currency.

    You can choose from these aggregation level values:

    • by Supplier-Agreement-Warehouse

      By default, the workspace shows the data which is aggregated by Supplier-Agreement-Warehouse. In this aggregation level, display of records differ for volume-based and period-based agreements:
      • For volume-based agreements, record is displayed as one entry for the same combination of supplier, agreement, and warehouse.
      • For the period-based agreements, record is displayed as one entry for the same combination of supplier, agreement, year, and month.

    • by Supplier

      This level shows the data by supplier information.

    • None

      This level shows the data without any aggregation.

    The data is displayed in a DataView form with these fields:
    • Agreement No
    • Agreement Description
    • Agreement Status
    • Supplier Number
    • Supplier Name
    • Warehouse Code
    • Warehouse Name
    • Purchase No
    • Purchase Line No
    • Accrued Rebate Amount
    • Generating Value
    • Currency
    • Calculation Date Type
    • Item Number
    • Field 1
    • Field 2
    • Field 3
    • Field 4
    • Scale U/M

    Access a record's link to Agreement Details by right-clicking on the record's Agreement No information. You can also access the record's Supplier Details by right-clicking on the record's Supplier information.

    For all aggregation levels, the results are sorted according to Supplier No.

  • Show Accruals

    When you change the parameters of the header filters, click Show Accruals for the changes to take effect in the DataView.

  • Records per page

    This filter enables the you to define the number of records to show per page of the report. Options include "1,000" records; "5,000" records, or "10,000." This setting overrides the record cap in the User Preferences.

    When the returned results exceed the specified number of records to display, you can navigate through the pages using the pagination at the bottom center of the page.