Using Rebate Manager Workflow Notification
This section discusses how to use the rebate manager workflow notification within the PeopleTools Workflow Technology.
The rebate manager workflow provides rebate managers with notifications of claims generated against vendor rebate agreements that they are responsible for.
To generate the rebate manager notification:
Run the Rebate Accrual process to generate rebate accrual transactions.
Run the Generate Claims process to generate vendor rebate claims.
Run the Notify Rebate Manager process to create worklist or email entries to notify the rebate managers that claims have been generated for the vendor rebate agreements they are responsible for.
Review the worklist entry or the email sent for the rebate manager notification.
The rebate manager will use either the Message Dashboard or the Worklist page to review and acknowledge the notifications that were sent by the workflow process to the worklist.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
VRBT_NTFY_RM_RC |
Initiate the Notify Rebate Manager process to notify the rebate managers of claims generated against their vendor rebate agreements. |
|
|
Message Dashboard Page |
SAC_EWN_DSH_SRCH |
Manage rebate manager notifications. |
|
Worklist Page |
WORKLIST |
Manage rebate manager notifications. |
Before the rebate manager workflow notification process can be executed successfully you must have:
Defined a vendor rebate agreement with the Notify Rebate Manager check box selected on the Rebate Agreement - Rebate Options page.
Performed purchasing transactions on which to base vendor rebate claims.