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would require an association change is when the rebate agreement that is already assigned to a purchase order line is no longer applicable.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 - 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.