Add Rebate Schedule

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The Add Rebate Schedule screen is used to add a mid-term rebate effective date within the selected rebate schedule period. New rebate amounts can then be defined for products as desired and the amounts will become effective on the mid-term date entered. The Through date for the current rebate schedule is unchanged.

Add Rebate Schedule screen

Screen Access

Screen Access

  • Display the Rebate Items screen > Click the Add Rebate Schedule button.

Interface Initialization

Upon initial display of the screen, the following occurs:

  • The title bar text is set to "Rebate Schedule".

  • The Rebate Schedule Effective Date calendar control is enabled and blank.

  • The OK button is visible and enabled as the default.

  • The Cancel button is visible and enabled as the default.

Screen Elements

Unless otherwise stated below, all controls on the Add Rebate Schedule screen are visible and enabled when:

If one or more special conditions exist that affect a control on the Add Rebate Schedule screen, the condition(s) are documented for that specific control below.

Rebate Schedule Effective Date calendar control

  Select or enter the date on which the rebate schedule becomes effective in the Rebate Schedule Effective Date calendar control.

Rebates will be billed as of this date. A default rebate schedule date matching the agreement effective date is required.

The control defaults to blank (cleared).

The Rebate Schedule Effective Date must be equal to or greater than the Agreement Effective Date displayed on the Rebate Items screen. If it is not, when the screen is processed the system displays the E0159 standard error message.

The Rebate Schedule Effective Datemust be less than the Agreement Through Date displayed on the Rebate Items screen. If it is not, when the screen is processed the system displays the E0160 standard error message.

If the Rebate Schedule Effective Date is on another Rebate Schedule Effective Date the system displays the E0060 standard error message.

If the value selected or entered is less than the current system date, the system displays the W0011 standard warning message.

OK button

  Click the OK button to process the screen.

It is the default button for the screen, unless otherwise noted.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

When the OK button is clicked, the system will add the rebate schedule for the selected effective date and add rebate items by default based on the most recent rebate schedule then dismiss the Add Rebate Schedule screen.

The Rebate Agreement screen displays when the button is clicked.

Cancel button

Click the Cancel button to close the screen without processing or saving data.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

The Rebate Agreement screen displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

If no data can be validated and saved on the screen:

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label

Required

Table

Column

Notes

Rebate Schedule Effective Date

X

·

·

·

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Financial Management