Prerequisites

Before you begin creating vendor rebate agreements, you should:

• Define vendor rebate agreement authorizations for each rebate manager using the Rebate Authorizations page.

  See User Preferences – Rebate Authorizations Page.

• Specify the rebate ID security control option using the Purchase Order Authorizations page.

  See User Preferences – Purchase Order User Authorizations Page.

• (Optional) Define vendor rebate settlement tolerance settings using the Set Controls - Contracts page.

  See Defining Contract and Vendor Rebate Control Parameters.

• Set up automatic numbering for vendor rebate agreement IDs and claim IDs using the Auto Numbering page.

  See Auto Numbering Page.

• Define the accounting entry template for use with vendor rebate agreements using the Accounting Entry Template page.

  See Accounting Entry Template Page.

• Define reason codes to be used for claims adjustment using the Reason Codes page.

  See Defining Additional Common Information.

• Create bill to customers for each supplier using the supplier Information - Identifying Information page if the settlement method for the rebate agreement is anything but Adjustment Voucher.

  See .Entering Supplier Identifying Information

• (Optional) Define the matching default hierarchy. The vendor rebate functionality requires the matching functionality to be implemented.

  See Understanding the Matching Default Hierarchy.