Entering Basic Rebate Agreement Information

Access the Purchase Rebate Agreement Revisions form.

Agreement Seq Number (agreement sequence number)

Enter the sequence number that distinguishes rebate agreements for a specific supplier. You can enter an agreement number, or the system assigns a number by increasing the last agreement number for the supplier by one.

Rebate Status

Enter a value from the Rebate Status (43/RS) UDC table that defines the status of the rebate agreement. The status can be pending or active. The value A (active) is hard-coded to indicate that the rebate information will be updated.

Threshold Type

Enter a value from the Threshold Type (43/TT) UDC table that indicates whether the threshold is in number of units or amount. Depending on the type that you indicate, the system uses the name Threshold Units or Threshold Amount.

Rebate Type

Enter a value from the Rebate Type (43/RT) UDC table that indicates whether the rebate is a percentage of the quantity purchased or a fixed currency amount.

Administrator

Enter the address book number of a manager or planner.

A processing option for some forms enables you to enter a default value for this field based on values for category codes 1 (Phase), 2, and 3. You set up the default values on the Default Managers and Supervisors form. After you set up the default values and set the processing option, the system automatically displays the default information on any work orders that you create if the category code criterion is met. You can either accept or override the default value.

Stop Messages

Enter a value from the Stop Messages (43/SM) UDC table to specify whether the system sends messages to the person identified in the Administrator field.