Best Practices for Rebates and Trade Promotions SuiteApp

• To avoid potential performance issues, please avoid adding more than 50 agreement detail lines per rebate agreement.

• Set the Classification preferences for Class, Department, and Location on the Accounting Preferences page before creating sales transactions. If the Class, Department and Location are changed to required in a system in-use with existing transactions, the accruals for those transactions will fail.

• Set the Classification Preferences by checking the Allow Per-line Classes and Allow Per-line Departments before creating transactions. If you set the preferences after creating a transaction, the rebate accruals for the existing transactions will fail.

• Ensure that the accounting period contains years, quarters, or months based on your preferred settlement frequency. The system encounters an error if it does not find the relevant period for posting transactions, creating accruals, and generating settlements.

• Don't make a rebate agreement Inactive from the List page to avoid issues in its related records.

• If you update agreement details for an item, remove the item from the transaction line and add it again for the changes to reflect.

• When you add a new line item on a transaction by clicking the Copy Previous button, make sure you edit the Quantity, Unit, Rate, or Amount fields to show the values on the rebate columns.

• Disable the Multiple Calendars feature to avoid Map/Reduce scripts from failing. To disable the feature, go to Set Up > Company > Enable Features and clear the Multiple Calendars box under the Accounting subtab.

• Click Refresh on the pro forma, claim, and disbursement records if the CSV file does not load immediately.

• If the Calculate Rebates at Real-Time preference box is cleared, you can verify rebate calculations by checking the Applicable Rebates popup window after saving a sales or purchase transaction.

• You must not modify the payload when you transform transactions using SOAP.

• Verify the rebates on the transactions after you save, since the system recalculates rebates after you click the Save button.

• Creation of Rebate Agreement, Rebate Agreement Detail, and Rebate tiers through CSV or web services is supported; however, they cannot be edited through CSV or web services.

• Rebate calculation may take some time to complete. You should wait until the rebate calculation banner is not displayed anymore. Then, refresh the page to view the rebates and then proceed to edit or transform any transaction.

• The following forms must not be used in creating transactions; and you should neither customize them nor apply workflows/scripts on them:

  • RM Vendor Credit

  • RM Vendor Bill Disbursement

  • RM Credit Memo Disbursement

  • RM Invoice Claim

General Notices