Supplier Rebate on Sales One-time Agreement
When using a one-time agreement for supplier rebate on sales the rebate amount is only valid for a specific customer order line. A one-time agreement cannot be used for an order line that is entitled to a promotion type rebate, as the promotion is already the best rebate for the customer. However, a one-time agreement can replace a sales agreement type rebate by using 'Order Line. Connect Supplier Rebate' (OIS118).
Setting up one-time agreement
There are no set up requirements for this type of rebate. It enables rebates to be given for specific customer order line. The one-time supplier rebate is defined in (OIS118), reached by using related option 23='One-time supplier rebate' in 'Customer Order. Open Line Toolbox' (OIS301).
| Field | Description |
|---|---|
| Supplier | The supplier number that the rebate amounts are agreed with must be specified. The specified supplier will receive the claim to retrospectively reimburse the rebate for sales performed against the manually created supplier rebate. |
| Reference | The supplier reference defines the contact person at the supplier. By
default, the reference field is set to the reference identity connected to the
supplier in 'Supplier. Connect Reference' (CRS623). Note that
the reference type must be 35-'Agreement'. The reference identity cannot be specified until the supplier has been defined, since it is set to a default value and validated against the supplier number. |
| Currency | The rebate currency defines the currency used to enter rebate amounts per
customer order line and must be specified. It also determines the currency used
when you create the supplier rebate claim in 'Supplier Invoice Batch.
Open' (APS450). The agreement currency cannot be specified until the supplier has been defined, since it by default is set to the currency of the specified supplier. |
| Rebate amount Rebate amount - unit of measure |
The rebate amount indicates the supplier rebate to be manually assigned to the customer order line. The rebate amount is specified as a fixed rebate amount per unit of measure. The item that is specified on the order line must have the specified unit of measure as its basic unit of measure or as an alternate price unit of measure. |
| Supplier rebate reference number | The supplier rebate reference number field is used to specify the reference of the one-time supplier rebate agreed upon for the order line. |
| Agreement reference number | The agreement reference number field can be used to specify the reference used by the supplier or customer or both when they refer to the one-time rebate that is agreed upon for the order line. |
| Our reference | The name of the person that the supplier or customer may contact regarding the one-time rebate for the specific order line. |
| Responsible | The user ID of the person responsible for the one-time rebate. Set by default to the user ID of the user creating the record. |
Limitations
- A one-time agreement always overrules any supplier rebate on sales agreement already entitled to the order line.
- A one-time agreement cannot be retrospectively assigned to an already invoiced customer order.