To assign a rebate qualifier

  1. Select a contract to which you want to assign a rebate qualifier.
  2. Click the Rebates tab.
  3. Double-click on the rebate for which you want to assign a qualifier.
  4. Click the Rebate Qualifiers tab. From the Actions menu, select Create.
  5. On the Create Contract Rebate Qualifier form, use the following guidelines to enter field values:
    Purchase Type

    Required. Select a rebate to be applied by Total Purchases or by Targeted Purchases.

    Purchase Operator

    Indicate how to apply the qualifier to the purchase percentage or amount:

    • Less than or equal to

    • Greater than or equal to

    • Equal to

    • Less than

    • Greater than

    Purchase Percent of All Purchases

    Of all the purchases made, specify the percentage of purchases that must be bought on contract to qualify for the rebate.

    Note: 

    You can enter a percentage or an amount, but not both.

    Purchase Amount

    Of all the purchases made, specify the purchase amount that must be bought on contract to qualify for the rebate.

    Target Purchases From / Through

    If you selected Targeted Purchases as the purchase type, enter the from and through dates.

    All Invoices for Supplier

    Select this checkbox to find all invoices for a supplier within a date range.

    Note: 

    If you entered a Purchase Percent of all Purchases, you cannot select the All Invoices for Supplier checkbox.

  6. Optional. For growth rebate types, an additional tab displays, named Growth Rebate Qualifiers.

    From the Actions menu , select Create. On the Contract Rebate Growth Qualifiers form, use the following guidelines to enter field values:

    First Growth Operator

    Type the purchase percentage or amount that must be reached to qualify for the rebate over last year's purchases. The growth operator says that purchases must be one of the following compared to last year's purchases:

    • Greater than

    • Greater than or equal to

    Second Growth Operator

    Type the purchase percentage or amount that must be reached to qualify for the rebate over last year's purchases. The growth operator says that purchases must be one of the following compared to last year's purchases:

    • Less than

    • Less than or equal to

    Rebate Percent

    Type the rebate percentage to be applied (for percentages).

    Note: 

    You can enter a percentage or an amount, but not both.

    Rebate Amount

    Type the rebate amount to be applied (for amounts).

  7. Click Save.
  8. Click the Contract Selection tab and click the Helper List icon. Click the contract for which the rebate is to be eligible. Click the Select Contract for Rebate button.
  9. Optional. If you didn't select All Invoices for Supplier, you can select all items for the rebate. Click the Contract Selection tab and double-click the contract.

    On the Rebate Qualifier Contract form, click Select All Items for Rebate from the Actions menu.

  10. Optional. Add codes to attach to the rebate qualifier.
    1. Click the UNSPSC tab and the Helper List icon to attach UNSPSC codes to the qualifier.
    2. Click the Manufacturer Information tab and the Helper List icon to attach a manufacturing code and division to the qualifier.
    3. Click the Commodity Code tab and the Helper List icon to attach a commodity code to the qualifier.
    4. Click the Purchasing Major Class tab and the Helper List icon to attach a major purchasing class to the qualifier.
    5. Click the Purchasing Minor Class tab and the Helper List icon to attach a minor purchasing class to the qualifier.