Agreement

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The Agreement screen is used to define new rebate agreements and view or modify information on an existing rebate agreement. It is a tabbed page on the Rebate Agreement screen.

The screen can be displayed in Add mode, Edit mode, or Details mode. In Details mode, the information displayed on the screen is read-only and cannot be updated.

Add Agreement screen

Edit Agreement screen

Agreement screen

Screen Access

Display the Rebate Agreement screen > Click the Agreement tab as necessary (this screen displays by default).

Interface Initialization

Upon initial display of the screen, the following occurs:

The title bar text is set to "Agreement".

In Add mode:

The Agreement ID text box is disabled and blank.

The Commodity drop-down list box is enabled and blank.

The Agreement Title text box is enabled and blank.

The Effective calendar control is enabled and blank.

The Through calendar control is enabled and blank.

The Billing Address text boxes are enabled and blank.

The City text box is enabled and blank.

The State drop-down list box is enabled and defaults to the two-character state abbreviation of your current state.

The ZIP masked edit box is enabled and blank.

The Contact Salutation text box is enabled and blank.

The Contact First Name text box is enabled and blank.

The Contact Last Name text box is enabled and blank.

The Telephone masked edit box is enabled and blank.

The Fax masked edit box is enabled and blank.

The Allow Mid-term Rebate Adjustments check box is enabled and unchecked.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Edit mode:

The Agreement ID text box is disabled and displays the system-generated ID number for the current agreement.

All other data controls are visible, enabled, and display the previously-saved values.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Details mode:

All data controls are disabled, read-only, and display the previously saved values.

The Close button is visible and enabled as the default.

Screen Elements

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

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

Unless otherwise stated below, all controls on the Agreement screen are visible and disabled when:

The screen is displayed in Details mode.

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

Agreement ID text box

View the unique agreement ID generated by the system in the Agreement ID text box.

The control is disabled when:

The screen is displayed in Edit mode.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Commodity drop-down list box

Select the commodity upon which the agreement is based in the Commodity drop-down list box.

It is disabled if a rate schedule exists for this agreement with products selected for rebate. It will be filled with all the commodities in the commodity table sorted in ascending order.

Agreement Title text box

Enter the title for the agreement in the Agreement Title text box.

It defaults to blank. The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: pound (#), ampersand (&), hyphen (-), comma (,), period (.), forward slash (/), and apostrophe (').

Effective calendar control

Select or enter the date on which the agreement becomes effective in the Effective calendar control.

The control defaults to blank (cleared).

The date selected or entered cannot overlap another agreement period for the same commodity and supplier. If it does, when the the screen is processed the system displays the E0153 standard error message.

If a rebate schedule has been set up for the agreement effective date, the rebate schedule effective must also change. The system displays the W0010 standard warning message.

Through calendar control

Select or enter the date on which the agreement expires in the Through calendar control.

The control defaults to blank (cleared).

The through date entered must be equal to or greater than the date entered in the Effective calendar control. If it is not, when the screen is processed the system displays the E0152 standard error message.

If a rebate items schedule has been set up for the agreement through date, the rebate schedule effective must also change. The system displays the I0023 standard information message.

If the date change causes a rebate items schedule to fall outside the agreement effect and through date period, the system displays the E0154 standard error message.

If the date change causes an agreement to overlay another agreement, the system displays the E0155 standard error message.

Billing Address text boxes

Enter the address information in the Billing Address text boxes.

Enter or update the primary street address information in the first address text box, and any additional address information (such as a suite number, an apartment number, etc.) in the second address text box. The text boxes allow the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: period (.), comma (,), pound sign (#), hyphen (-), forward slash (/), ampersand (&), and apostrophe ('). The maximum number of characters that can be entered in each of the two address text boxes is fifty (50) characters.

City text box

Enter the name of the city in the City text box.

The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: period (.), comma (,), pound sign (#), hyphen (-), forward slash (/), ampersand (&), and apostrophe ('). The maximum number of characters that can be entered in the text box is thirty (30) characters.

State drop-down list box

Select the state abbreviation in the State drop-down list box.

All fifty (50) states plus DC (District of Columbia) display as options in the drop-down list box. The options display in alphabetical order according to the proper two-character abbreviation, are read-only, and cannot be edited. The drop-down list box is filled with all state abbreviation codes in the Reference Dictionary table where the category = "STATE".

It defaults to the implementation state.

ZIP masked edit box

Enter the five- or nine-character code for the postal zone in the ZIP masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "#####-####" to allow the entry of a five-character ZIP code and a four-character ZIP code extension (if known). If the four-character extension is not entered, the extension will be populated with zeros automatically when focus is removed from the control. A partial entry is not allowed. If any part of the five-character ZIP code is entered, a complete five-character ZIP code is required. If any part of the four-character ZIP code extension is entered, a complete nine-character ZIP code is required. The maximum number of characters that can be entered in the masked edit box is nine (9) characters.

Contact Salutation text box

Enter the salutation in the Contact Salutation text box.

For example, Mr., Mrs., Miss, Ms., Dr., and so on. The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: comma (,), period (.), hyphen (-), forward slash (/), pound sign (#), and apostrophe ('). The maximum number of characters that can be entered in the text box varies according to your state.

Contact First Name text box

Enter the first name in the Contact First Name text box.

The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum number of characters that can be entered in the text box is twenty (20) characters.

Contact Last Name text box

Enter the last name in the Contact Last Name text box.

View, enter, or update the last name in this text box. The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum size of the text box is twenty-five (25) characters.

Telephone masked edit box

Enter the complete ten-character telephone number in the Telephone masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "###-###-####" to allow the entry of a three-character area code and seven-character telephone number. A partial entry is not allowed. If any part of the telephone number is entered, a complete ten-character telephone number is required. The maximum number of characters that can be entered in the masked edit box is ten (10) characters.

Fax masked edit box

Enter the complete ten-character fax number in the Fax masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "###-###-####" to allow the entry of a three-character area code and seven-character telephone number. A partial entry is not allowed. If any part of the Fax is entered, a complete ten-character Fax is required. The maximum number of characters that can be entered in the masked edit box is ten (10) characters.

Allow Mid-term Rebate Adjustments check box

Select the Allow Mid-term Rebate Adjustments check box to indicate the agreement is set to allow mid-term rebate adjustments.

The control is enabled when:

Only one rebate schedule is set up.

Processing

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

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

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

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

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
Agreement ID	·	·	·	·
Commodity	X	·	·	·
Agreement Title	X	·	·	·
Effective	X	·	·	·
Through	X	·	·	·
Billing Address	X	·	·	·
City	X	·	·	·
State	X	·	·	·
ZIP	X	·	·	·
Contact Salutation	·	·	·	·
Contact First Name	X	·	·	·
Contact Last Name	X	·	·	·
Telephone	X	·	·	·
Fax	·	·	·	·
Allow Mid-term Rebate Adjustments	·	·	·	·

Software Version: 2.40.00