Projected rebate distributions report

Run this report to evaluate the distribution of expected rebate amounts by location. The Projected Rebate Distributions report lists the following for a location:

Status of the contract and qualifier
Due date
Total purchases made by invoice price
Rebate percentage and amount
Purchased percentage

The bottom of the report shows the location's total purchases, rebates expected, total purchases and rebates expected (and received), and the remaining amount.

To report on projected rebate distributions

Load the necessary data by running these load programs. Access Utilities > Rebates.
1. Click the Load One Contract All Invoices program to extract rebate invoice line data for all types of rebates, including vendor returns data for a single contract.
  
  or
  
  Select the contract group and contract to process. This will process rebate invoices for the one contract only. If you want to process for all contracts at once, run the Load All Rebates All Invoices program, but this will take longer to run. If you run this second program instead, you select a procurement group, and beginning and ending match date.
2. Access Rebate Calculations to extract calculation data. Select the contract group and contract, and beginning and ending due date.
Note:
You can schedule load programs to run periodically (nightly or weekly, for example). To do so, click the Schedule button and complete the appropriate fields. In this case, you do not need to manually run the load programs before running the report itself.
Run the Projected Rebate Distributions report by accessing Inquiries And Reports > My Reports > Rebate Distributions.

Use the following guidelines to enter field values.

Contract Group

Type the contract group you want to report on.

Contract

Type the contract within the contract group that you want to report on.

Type

Indicate the contract type assigned to the contract.

Print Parameters

Indicate whether parameters are to print on the report.