Understanding the Backdate Vendor Rebates Component Processes
This chapter provides an overview of the Backdate Vendor Rebates component processes and discusses how to associate to, dissociate from, and modify associated vendor rebate agreements line by line to purchase orders manually.
Understanding the Backdate Vendor Rebates Component Processes
In normal situations, the rebate agreement assignment on the purchase order line occurs automatically at the time of purchase order creation. However, due to business constraints in the business world, vendor rebate assignment during purchase order creation might not be possible due to the rebate agreement availability. This is similar to the beginning of a new rebate agreement period in which purchase orders need to be released but the rebate agreements are still in negotiation phase with the supplier. Another scenario that would require an association change is when the rebate agreement that is already assigned to a purchase order line is no longer applicable. The Backdate Vendor Rebates component is designed to enable you to handle all these exceptions.
The Backdate Vendor Rebates component enables the rebate manager to:
Manually associate vendor rebate agreements with one or more purchase order lines at the same time.
Dissociate vendor rebate agreements from one or more purchase order lines at the same time.
Modify associated vendor rebate agreement line by line to purchase orders.
The rebate manager can associate and dissociate vendor rebate agreements in purchase order lines that are in the purchase order statuses of (Initial, Open, Pending Approval, Approved, Dispatched, and Closed) using this component. You cannot associate with or dissociate from purchase orders that are in a Pending Cancel or Canceled status. Note that you can retrospectively associate and dissociate vendor rebate agreements with closed purchase order lines. Also, purchase orders against which vendor rebate claims are already generated are not available for update in the Backdate Vendor Rebates component.
If the rebate manager is associating with or dissociating from a vendor rebate agreement to a purchase order that already has rebate accrual transactions, this component when you save does these actions:
Records the new vendor rebate agreement association.
Marks this purchase order to indicate that the related receipt and return to vendor (RTVs) transactions need to be recalculated by the Rebate Accrual Application Engine process (PO_VRBTACCR)
Also, after you perform the new vendor rebate agreement association with purchase order lines, you can view the new vendor rebate agreement association using the Maintain Purchase Order - Purchase Order page or the Express Purchase Order - Details for Line page if you have the authorization to view or update the rebate agreement on the purchase order.
After accrued rebate transactions are generated against a purchase order line, the Rebate ID field is not available to be modified on the purchase order line on the Maintain Purchase Order - Purchase Order page or the Express Purchase Order - Details for Line page. In this case, the rebate manager must use the Backdate Vendor Rebates component to change the vendor rebate agreement on the line.
If you are a rebate manager who does not have unrestricted access, then you can work with your rebate agreements only.
If you are a rebate manager and have unrestricted access, then you can work with any rebate agreements.
See Also
Entering Purchase Order Line Information
Defining Vendor Rebate Agreement Authorizations
Associating to, Dissociating from, and Modifying Associated Vendor
Rebate Agreements Line by Line to Purchase Orders Manually
This section discusses how to associate to, dissociate from, and modify existing rebate agreements line by line to purchase orders.
Pages Used to Manually Associate to, Dissociate from, and Modify Associated
Vendor Rebate Agreements Line by Line to Purchase Orders Manually|
Page Name |
Definition Name |
Navigation |
Usage |
|
VRBT_BACKDATE |
Purchasing, Vendor Rebates, Backdate Vendor Rebates, Backdate Vendor Rebates |
Maintain vendor rebate agreement associations with purchase orders. |
|
|
VRBT_SEARCH_SP2 |
|
Search for vendor rebate agreements that you want to associate with the purchase order lines. |
|
|
VRBT_SEARCH_SP |
|
Search for vendor rebate agreements that you want to associate with this specific purchase order line. |
Associating, Dissociating, and Modifying Vendor Rebate Agreements Line
by Line to Purchase Orders Manually
Access the Backdate Vendor Rebates page (Purchasing, Vendor Rebates, Backdate Vendor Rebates, Backdate Vendor Rebates).
The Backdate Vendor Rebates page enables you to maintain vendor rebate agreement associations with purchase order lines.
Associating Vendor Rebate Agreements with Purchase Orders
To associate a vendor rebate agreement with a purchase order:
Select the search criteria for the purchase order in the Search Criteria group box, and then click the Get PO Lines button.
Select the Exclude Lines with Rebate IDs check box to have the system display all purchase orders that match the search criteria and do not have a vendor rebate agreement associated with them.
Results are shown in the PO Lines group box at the bottom of the page. This is the normal option for associating vendor rebate agreements with purchase orders.
Clear the Exclude Lines with Rebate IDs check box to have the system display all purchase orders that match the search criteria and have a vendor rebate agreement associated with them.
Results are shown in the PO Lines group box at the bottom of the page. Purchase orders that are not associated with a vendor rebate agreement will not appear.
Select Associate New Rebate ID in the Selected PO Lines Action field.
Enter the vendor rebate agreement that you want to associate with the purchase order lines in the New Rebate ID field.
Select the purchase order lines that you want to associate with the new rebate agreement.
Click the Apply button.
The system will display messages stating whether the modification was successful or unsuccessful.
Dissociating Vendor Rebate Agreements from Purchase Orders
To dissociate a vendor rebate agreement from a purchase order:
Select the search criteria for the purchase order in the Search Criteria group box, and then click the Get PO Lines button.
Clear the Exclude Lines with Rebate IDs check box to have the system display all purchase orders that match the search criteria and have a vendor rebate agreement associated with them.
Results are shown in the PO Lines group box at the bottom of the page. Purchase orders that are not associated with a vendor rebate agreement will not appear. This is the normal option for dissociating vendor rebate agreements from purchase orders.
Select Dissociate Existing Rebate IDs in the Selected PO Lines Action field.
Select the purchase order lines that you want to dissociate a vendor rebate agreement from.
Click the Apply button.
The system will display messages stating whether the modification was successful or unsuccessful.
Modifying Associated Vendor Rebate Agreements Line by Line to Purchase Orders
To modify a associated vendor rebate agreement line by line to purchase orders:
Select the search criteria for the purchase order in the Search Criteria group box, and then click the Get PO Lines button.
Select the Exclude Lines with Rebate IDs check box to have the system display all purchase orders that match the search criteria and do not have a vendor rebate agreement associated with them.
Results are shown in the PO Lines group box at the bottom of the page.
Clear the Exclude Lines with Rebate IDs check box to have the system display all purchase orders that match the search criteria and have a vendor rebate agreement associated with them.
Results are shown in the PO Lines group box at the bottom of the page. Purchase orders that are not associated with a vendor rebate agreement will not appear.
Select Modify Rebate IDs Line-by-Line in the Selected PO Lines Action field.
Enter the new vendor rebate agreement next to each purchase order line that you want to modify using the New Rebate ID field in the PO Lines group box.
Click the Apply button.
The system will display messages stating whether the modification was successful or unsuccessful.
Click the Lookup Rebate ID button next
to the New Rebate ID field in the middle portion
of the Backdate Vendor Rebates page.
Click the Vendor Rebate button next to
the New Rebate ID field in the PO
Lines group box on the Backdate Vendor Rebates page.