Prerequisites
Before you begin creating vendor rebate agreements, you should:
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Define vendor rebate agreement authorizations for each rebate manager using the Rebate Authorizations page.
See Application Fundamentals: User Preferences – Rebate Authorizations Page.
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Specify the rebate ID security control option using the Purchase Order Authorizations page.
See Application Fundamentals: User Preferences – Purchase Order User Authorizations Page.
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(Optional) Define vendor rebate settlement tolerance settings using the Set Controls - Contracts page.
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Set up automatic numbering for vendor rebate agreement IDs and claim IDs using the Auto Numbering page.
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Define the accounting entry template for use with vendor rebate agreements using the Accounting Entry Template page.
See Application Fundamentals: Accounting Entry Template Page.
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Define reason codes to be used for claims adjustment using the Reason Codes page.
See Application Fundamentals: Defining Additional Common Information.
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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 .PeopleSoft Source to Settle Common Information: Entering Supplier Identifying Information
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(Optional) Define the matching default hierarchy. The vendor rebate functionality requires the matching functionality to be implemented.