This program creates the following two types of lists:
- Transaction list of selected transactions – where the most essential information regarding rebate transactions will be printed. One total line, holding the total for net rebate amount will be printed for each selected sequence.
- Claim basis list – will contain more information but where only claimed rebate transactions are selected. This list will also print one total line but also include the total VAT amount and the total amount including VAT.
The lists can be sequenced in a number of ways and flexibility is provided by four different selection sections:
- First section contains selection fields that can be found on a SMS agreement
- Second section contains selection fields that can be found on a rebate transaction’s origin (e.g. quotation, sales order or invoice)
- Third section contains selection fields that are connected to SMS rebate claims
- Fourth section contains selection fields regarding claim data.
With this flexible sequence and selection possibility a number of different lists can be created. An example is as follows:
- All existing SMS rebate transactions for an SMS agreement.
- Final (invoiced) SMS rebate transactions that have not been selected for an SMS rebate claim.
- All SMS rebate transactions for an SMS rebate claim.
- A/R claim basis (i.e. all SMS rebate transactions that form the basis for a specific claim order invoice).
- A/P claim basis (i.e. all SMS rebate transactions that form the basis for an A/P credit claim).
Sequence
- Agreement
- Rebate payer
- Customer
- Item
- Rebate claim
- Claim document
- Sub-total
- For each selected sequence, indicate if you want a sub-total printed.
- Page break
- For each selected sequence, indicate if you want to initiate a page break.
Printout type
- Transaction list
- Indicate if you want to print a transaction list of selected transactions – where the most essential information regarding rebate transactions will be printed. One total line, holding the total for net rebate amount will be printed for each selected sequence.
- Claim basis list
- Indicate if you want to print a claim basis list. This list will contain more information than the transaction list, but only claimed rebate transactions are selected. This list will also print one total line but also include the total VAT amount and the total amount including VAT.
Specification
- Prel, quotation
- Indicate if preliminary rebate transactions for quotations are to be printed.
- Prel, sales order
- Indicate if preliminary rebate transactions for sales orders are to be printed.
- Final transactions
- Indicate if final (invoiced) rebate transactions are to be printed.
- Only credited claims
- Indicate if only claimed SMS rebate transactions that have been credited are to be printed.
SMS rebate transactions printout (DIR78302)
By entering ranges or stating individual values for different parameters, you define the extent of your printout. The selection works in the following way:
If you, e.g., select only one customer number, only those sales orders with this customer will be included in the selection. If you also select a range of order dates, it will only be those sales orders with the matching customer and one of the valid order dates that are included in the selection, and so on.
Selection
Agreement selections
- Agreement
- Agreement version
- Rebate payer
- Agreement type
- Claim method
Selection codes 2 and 4 are not allowed.
Origin selections
- Quotation
- Quotation version
- Sales order
- Customer
- Handler
- Item
- Invoice
- Invoice date
SMS rebate transactions printout (DIR78303)
Selection
Trans selections
- Rebate trans status
Selection codes 2 and 4 are not allowed.
Claim selections
- Rebate claim
- Claim period
- Document number
- Document type