NOTE: Press the F1 key at any time to access help for the current application screen. Each screen's help topic explains the screen's function and describes its content.
In this scenario, you will use the Rebate Supplier screen to add a new rebate agreement for an existing rebate supplier.
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NOTE: Press the F1 key at any time to access help for the current application screen. Each screen's help topic explains the screen's function and describes its content. |
Complete the following steps to perform this scenario:
1. Display the Financial Management [Journal] screen.
2. On the View menu, click the Rebate Suppliers. The Financial Management [Rebate Suppliers] screen displays.
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NOTE: All rebate suppliers that currently exist within the system will be displayed in the Financial Management [Rebate Suppliers] data grid. |
3. Select a rebate supplier in the Financial Management [Rebate Suppliers] data grid.
4. On the Rebate Suppliers menu, click the Edit button. The Rebate Supplier screen displays in add mode.
5. Click the Agreements tab. The Agreements screen displays.
6. Click Add button. The Rebate Agreement screen displays in add mode.
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NOTE: The Rebate Agreement screen has two tabs. For this scenario, you will complete the Agreements screen. |
7. Select a Commodity upon which the agreement is based.
8. Enter a title for the agreement in Agreement Title.
9. Select or enter the date on which the agreement becomes effective in Effective.
10. Select or enter the date on which the agreement expires in through.
11. Enter the street address to which bills are sent for the agreement in Billing Address. Additional street address information can be entered in the secondary box.
12. Enter the City to which bills are sent for the agreement.
13. Select the State to which bills are sent for the agreement.
14. Enter the five- or nine-digit code for the postal zone to which bills are to be sent for the agreement in ZIP.
15. Enter the contact's title in Contact Salutation. (For example, Mr., Mrs., Miss, Ms., Dr., and so on.)
16. Enter the contact's first name in Contact First Name.
17. Enter the contact's last name in Contact Last Name.
18. Enter the contact's telephone number in Telephone.
19. Enter the contact's Fax.
20. Check the Allow Mid- term Rebate Adjustments check box to set the agreement to allow mid- term rebate adjustments as necessary.
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NOTE: You can also click the Rebate Items tab to view and work with the rebate products associated with the rebate supplier, but it is not required when adding a new rebate agreement. |
21. Click OK.
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NOTE: On the View menu, click the Journal to display the Financial Management [Journal] screen. |
Congratulations! You have successfully used the Rebate Supplier screen to add a new rebate agreement for an existing rebate supplier.
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Software Version: 2.40.00
