EDI 849 inbound
You receive EDI 849 Response to Product Transfer Account Adjustment documents from vendors in response to EDI 844 Product Transfer/Account Adjustment documents. In an EDI 849 document, the vendor can accept or reject the rebate request.
Vendor rebate claim responses create Vendor Claim Receipt records in PD Rebate Reconciliation Entry. After you compare the amount of the Vendor Claim Receipt to the claim amount from the Line Reconciliation records, you can dispute the rebate, or set the status as reconciled and perform the final update.
ION processing
If you use Infor ION to process EDI documents, vendor rebate claim responses are received through Process SXVendorRebateClaim BODs. Each BOD contains one claim number per vendor. You can review the status of EDI 849 documents in Electronic Transaction Control Center Entry (ETCC). If a document contains an error or an exception, you can correct the document and then perform an update to create a Vendor Claim Receipt in PD Rebate Reconciliation Entry.
Vendor rebate claim responses are processed using stored EDI Entry Processing Rebates Reports. If an email address is specified on a stored report that is used for processing a BOD, an EDI Rebate Remittance Exceptions Report is sent to the email address. You can use the report to reconcile the vendor rebate credits provided in the BOD against the rebate amounts claimed.
If a BOD contains a fatal error, it is not processed. A Confirm BOD is sent back to ION with a detail of the error. If Distribution SX.e did not receive a BOD or an error was not captured by ETCC, then the transaction is processed through ION Error BOD handling procedures. Optionally, the vendor can correct the information and resend the BOD.
Flat file processing
If you use flat files to process EDI documents, you must run the EDI Entry Processing Rebates Report to receive EDI 849 documents. We recommend that you first run the report in error check mode. You can then review the exception report and correct errors before you run the report in update mode to receive the claims.
Depending on the options you select on the report, you can automate some vendor receipt and rebate reconciliation processing.