Contract rebate activity report

The Contract Rebate Activity report shows you what rebates you expect to receive, by contract. The report also lists rebate due date periods from the appropriate contract, and invoice detail. The invoice detail shows the information on which the expected rebates are calculated by the application. They include:

  • Invoice number and invoice line

  • Manufacturer unit cost

  • Matched quantity and matched extended amount

The total rebates expected are given, along with what rebates have been received already, and how much remains.

To report on contract rebate activity

  1. Load the necessary data by running these load programs. Access Utilities > Rebates.
    1. Click the Load One Contract All Invoices program to extract rebate line data for all types of rebates, including vendor returns data for a single contract. 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, you can 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.

  2. Run the Contract Rebate Activity report by accessing Inquiries And Reports > My Reports > Contract Rebate Activity.

    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.