Related topics
From this panel you add/view the details of the selected SMS agreement.
Options
| Rebate transactions | Select this option to view SMS rebate transaction details. |
Selection fields
- Agreement
- Displays the code that identifies the SMS agreement.
- Rebate payer
- Displays the business partner from whom the rebate is claimed.
- Description
- Displays the description of the rebate payer.
- Curr
- This column heading lists the currency in which the rebates will be paid.
- Unit
- This column heading lists the unit of measure of the item as defined in the Item file.
- XXXXX
- The keys that were selected on the SMS agreement header are displayed in this area.
Work with SMS agreements, Details (DIR77104)
If you accessed this panel from an enquiry program, the panel heading differs accordingly.
On this panel you define the details.
Function keys
| Shift info | Toggle the short and long name of the value(s) for the key(s) that were selected on the header. |
- Agreement
- Displays the code that identifies the SMS agreement.
- Rebate payer
- Displays the business partner from whom the rebate is claimed.
- Description
- Displays the description of the agreement.
- XXXXX
- The keys that were selected on the SMS agreement header are displayed in this area. In add mode, click the prompt icon in the field to select the applicable key values.
- Order currency
- Optional entry. Can be used as an additional key when defining the search criteria. (See Example of SMS search criteria combinations). Enter the order currency for this agreement. If entered, this currency must match that on the sales/quotation order line in order for the SMS agreement to be applied.
- Sales unit
- Optional entry. Can be used as an additional key when defining the search criteria. (See Example of SMS search criteria combinations). Enter the sales unit of measure for this agreement. If entered, this sales unit must match that on the sales/quotation order line in order for the SMS agreement to be applied.
Order date
- Valid from date
- Mandatory entry. If this date was entered on the SMS agreement header it will be defaulted in this field. Enter the valid from date when the sales order line has to be placed in order to create a rebate transaction for this SMS agreement.
- Valid to date
- Mandatory entry. If this date was entered on the SMS agreement header it will be defaulted in this field. Enter the valid to date up to which the sales order line has to be placed in order to create a rebate transaction for this SMS agreement.
Invoice date
- Valid from date
- Mandatory entry. If this date was entered on the SMS agreement header it will be defaulted in this field. Enter the valid from date when the sales order line has to be invoiced in order to create a rebate transaction for this SMS agreement.
- Valid to date
- Mandatory entry. If this date was entered on the SMS agreement header it will be defaulted in this field. Enter the valid to date up to which the sales order line has to be invoiced in order to create a rebate transaction for this SMS agreement.
Rebate method
You can choose from amongst the following four methods when determining how the rebate should be calculated.
- Basis
- Optional entry. Enter a code from the Cost bases table indicating the cost basis that should be used to calculate the rebate. Valid codes are:
- Average cost for item/warehouse
- Last purchase cost for item or item/warehouse
- Purchase price 1-5 for the item
- Standard cost for item or item/warehouse
- Sales discount value: This is reserved for use if the details are for a Discount claim agreement. All cost bases are valid for use for such a claim, but if you want to claim the discount values use this cost basis.
- Percentage
- Optional entry. Enter the percentage that is used together with Basis to calculate the rebate.
- Fixed cost
- A fixed cost is only allowed when item is used as a key for the agreement. You can use a fixed cost when a rebate is to be calculated (e.g., Cost basis (for example PP1, purchase price 1) minus fixed cost will be the rebate to claim). This means that the rebate will vary when the cost basis varies. Fixed cost is defined in system currency and system currency is displayed after the fixed cost.
- Fixed rebate
- Mandatory entry if Basis is not entered. If you want the rebate to be a fixed amount and not calculated, enter the applicable fixed amount.
- Rebate
- Displays the calculated rebate from Basis and Percentage or Fixed cost.
Quantity
In the following two fields you can, optionally, define a quantity dependable rebate (i.e. you will only allow the rebate for this unit and agreed quantity of sold item).
- Rebate unit
- Enter the rebate unit for this SMS agreement (i.e. you will only allow the rebate for this unit and agreed quantity of sold item).
- Agreed
- Enter the agreed quantity for this SMS agreement (i.e. you will only allow the rebate for this quantity and rebate unit of sold item).
- Ordered, not inv
- Displays the total ordered quantity, not yet invoiced to the customer.
- Invoiced
- Displays the total invoiced quantity.
- Claimed
- Displays the quantity claimed from the rebate payer.
Work with SMS agreements, Details, Copy (DIR77105)
This panel displays the records for the details you selected to copy. Enter the new key values for the keys, order currency and sales unit and click OK.
Function keys
| Fill with from values | Fill the new value fields with the values for the selected records. |