Manual Rebate Settlements
Manual settlement covers both manual claims and manual disbursements.
You can manually generate a settlement for any rebate agreement, whether the Auto Claim or Auto Disburse box is checked. Before you generate a claim or disbursement, ensure you specify the settlement method on the rebate agreement.
To process a manual settlement, read Generating Settlements Manually.
Partial Rebate Settlements
You can settle a partial amount even for rebate agreements with auto settlement. The Auto Settlement script only processes the remaining unsettled amount after it runs.
For rebate agreements with an outstanding pro forma and a remaining unsettled amount, you can use these settlement processes:
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Partial settlement
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Pro forma with a partial unsettled amount
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Full settlement