Defining supplier rebate function parameters

You must manually activate and correctly setup the supported parameters to fully utilize the supplier rebate functionality, as well as the supplier rebate agreements.

Detailing in a list the activation steps and required settings:

Program Name Field Description
Number Series. Open (CRS165/E)  Number Series Type Define a number series to use with number series type (NBTY) SR.
Settings - Purchasing (CRS780/I) Activate supplier rebate Select the checkbox for parameter 72 - 'Activate supplier rebate' in blank division. This takes effect in all divisions of the company.
Accounting Rule. Set (CRS395) Define rebate claim against supplier for accounting event AP50 and accounting type 421.
Purchase Order Type. Open (PPS095/F) Generate supplier rebate Define a purchase order type where the checkbox for parameter 178 - 'Generate supplier rebate' is selected.
PO Consolidation Group. Open (PPS019/E)  Consolidation Group Define a PO consolidation group that includes a checkbox for the Supplier Rebate Agreement model. Selecting this checkbox gives an option to include the Supplier Rebate Agreement model as an object within the PO consolidation process.
Supplier Claim Invoice Settings. Open (PPS122)  Type Define a supplier claim invoice setting where the Type (PPT3) is 1 - 'Purchase'.
Supplier. Define Purchase & Financial (CRS624/E) Order type Connect the supplier to a purchase order type with parameter 178 - 'Generate supplier rebate' selected.
Sup reb agr mod Connect the supplier to a supplier rebate agreement model to use when computing rebates. This is maintained in (PPS470).
 Sup reb clm inv

Select the checkbox for Sup reb clm inv (SCIP) to allow creation of supplier rebate claim invoices for this supplier when (PPS123) is executed.

Connect a Claim inv setting ID (SCIR) to control the creation and handling of supplier rebate claim invoices. This is maintained in (PPS122).
Consolidation grp Connect the supplier to a consolidation grp to indicate how supplier rebate agreement models affect releasing of planned purchase orders to purchase orders.
Supplier. Define Purchase & Financial (CRS624/F) Payment mtd AP Connect the supplier to a payment method with a payment class not set to 0 - ‘Cash’. (limitation in initial release)
Supplier. Open/Division (MFS620) Sup reb agr mod To define different supplier rebate agreement model values for the various divisions, connect the supplier to a different model in (MFS620).
Sup reb clm inv To define different supplier rebate claim invoice setting values for the various divisions, connect the supplier to a different Claim inv setting ID (SCIR) in (MFS620).
Purchase Agreement. Open Lines (PPS101/E) Sup rebate gen

Select field value 1 or 2. This field indicates if the item, based on its price source, contributes or not to the supplier rebate generating and paying total.

Alternatives:

  • 0 - Does not affect

  • 1 - Generating - indicates that the item contributes to the generating amount. The generating amount is the value to use in determining the percentage in the scale used to calculate the rebate. This value is not accumulated in the rebate base.

  • 2 - Paying - indicates that the item contributes to both the generating amount and rebate base. The rebate base is the value multiplied to the rebate rate to get the rebate amount. Items that pay out rebate also generate rebate.
Purchase Agreement Type. Open (PPS110/E) Agreement type

Define a purchase agreement type to use when setting up a purchase agreement to source the prices from.

The listed types of purchase agreements are not supported in the initial release. Do not select the checkboxes corresponding to these values:

  • Freight agr (FAGR)
  • Disc agreement (DSCA)
  • Loan agreement (LOAI)
  • Exchange agrmt (EXHI)
  • X-hire agmt (XHIR)
  • Consignment agr (COAG)
Supplier. Connect Item (PPS040/F)  Sup rebate gen

Select field value 1 or 2. This field indicates if the item, based on its price source, contributes or not to the supplier rebate generating and paying total.

Alternatives:

  • 0 - Does not affect

  • 1 - Generating - indicates that the item contributes to the generating amount. The generating amount is the value to use in determining the percentage in the scale used to calculate the rebate. This value is not accumulated in the rebate base.

  • 2 - Paying - indicates that the item contributes to both the generating amount and rebate base. The rebate base is the value multiplied to the rebate rate to get the rebate amount. Items that pay out rebate also generate rebate.
Item. Open (MMS001/H)  Sup rebate gen

Select field value 1 or 2. This field indicates if the item, based on its price source, contributes or not to the supplier rebate generating and paying total.

Alternatives:

  • 0 - Does not affect

  • 1 - Generating - indicates that the item contributes to the generating amount. The generating amount is the value to use in determining the percentage in the scale used to calculate the rebate. This value is not accumulated in the rebate base.

  • 2 - Paying - indicates that the item contributes to both the generating amount and rebate base. The rebate base is the value multiplied to the rebate rate to get the rebate amount. Items that pay out rebate also generate rebate.
Supplier Rebate Agreement - Type. Open (PPS472) Supplier rebate agreement type Define a supplier rebate agreement type to use when creating the supplier rebate agreement. This is maintained in (PPS472).
Supplier Rebate Agreement - Group. Open (PPS482) Supplier rebate agreement group Define a supplier rebate agreement group to use when creating the supplier rebate agreement. This is maintained in (PPS482).
Suppl Rebate Agreement. Open (PPS475) Agreement status Define a supplier rebate agreement in (PPS475) and set status 40 - 'Active'. The supplier rebate agreement contains the conditions and rules for computing the rebates.
Suppl Rebate Agr - Scale Rates. Open (PPS476) Scale rate When the applicable rebate rate varies with purchased volume, scaled rates are defined for the supplier rebate agreement in (PPS476). This is accessed by using related option 12 - ‘Supplier rebate scaled rates’ from (PPS475).
Supplier Rebate Agreement Table. Open (PPS473) Supplier rebate agreement table Define a supplier rebate agreement table in (PPS473). This holds the scope of the supplier rebate agreement with the use of a control table and a selection matrix.
Suppl Rebate Agr - Sel Matrix. Open (PPS474)

Build up a selection matrix using the control objects defined in 'Generic Object Control Table. Open' (CMS017). The selection matrix indicates the criteria (for example, warehouses, items, procurement group, supplier, etc.) that a PO line might qualify with, to find valid supplier rebate agreements.

Control objects used for 'Suppl Rebate Agr - Sel Matrix. Open' (PPS474) are from the field group (PPSRA) defined in 'Field Group. Open' (CRS108).
Sup Rebate Agr Calculation. Open (PPS477/E)  Report version Define a report version to use when running (PPS477) to compute for supplier rebate amounts.