Prerequisites

Before you begin working with vendor rebate claims, you should:

• Set up entry types and reasons if you are integrating with PeopleSoft Receivables.

  See PeopleSoft Receivables: Setting Up Entry Types and Reasons.

• Set up group types and group origins if you are integrating with PeopleSoft Receivables.

  You must define a group type of R for vendor rebates.

  See PeopleSoft Receivables: Setting Up Group Types and Group Origins.

• Define vendor rebate PeopleSoft Receivables options for each accounts receivable business unit and claim type using the AR BU Options page.

  See PeopleSoft Source to Settle Common Information: Defining Account Receivables Integration Options for Vendor Rebates.