Related topics
This program allows you to define targets and rates for rebate agreement headers. The target can either be defined as a turnover amount according to the rebate currency that is defined on the rebate agreement header, or as a quantity according to the target UOM unit that also can be defined on the rebate agreement header. The rate can be defined as a percentage of the turnover, as an amount per a certain unit (defined on the header) or as a fixed amount that is to be split between all rebate transactions.
This panel displays the existing targets and rates defined on header level. The heading of the panel indicates the current mode, depending on from which menu item the program is called. The header level rates apply to all details that have no specific target and rate defined.
Options
Selection fields
- Agreement
- Displays the ID for customer and supplier rebate agreements, along with the agreement description.
- Agreement start date
- Displays the start date of the rebate agreements. The start date determines from which invoice/reception date rebate transactions can be created for the rebate agreement.
- Agreement end date
- Displays the end date for the rebate agreements. The end date determines until which invoice/reception date rebate transactions can be created for the rebate agreement.
- Target
- Indicates how the targets are to be defined. These can either be turnover based or defined on the basis of units sold. The reached limits determine the rates that are used for rebate calculation.
- Currency/Unit
- The lead text for this field varies depending on the type of target. If the target type is set to Turnover, then the lead text for this field is Currency and the rebate currency is displayed here. If the target type is set to Quantity, the lead text is Unit and the unit defined as the Target UOM unit on the agreement header is displayed here.
- Rate
- Indicates how the rates are to be defined. Three different rate types exist: Turnover %, Amount/Unit and Fixed amount.
- Currency/Unit
- The lead text for this field varies depending on the type of rate. If the Rate UOM is set to Amount/unit, then the lead text for this field is Currency/Unit and the rebate currency per unit defined as the Rate UOM unit on the agreement header is displayed here. If the Rate UOM is set to Fixed amount, then the lead text for this field is Currency and the rebate currency is displayed here.
- Target
- This column lists the entered targets.
- Rate
- This column lists the entered rates.
Work with customer/supplier rebate agreements, Target and rate detail (DMR45204)
This panel is displayed when a rebate agreement target and rate is to be added, changed or displayed.
- Agreement
- Displays the ID for customer and supplier rebate agreements, along with the agreement description.
- Agreement start date
- Displays the start date of the rebate agreements. The start date determines from which invoice/reception date rebate transactions can be created for the rebate agreement.
- Agreement end date
- Displays the end date for the rebate agreements. The end date determines until which invoice/reception date rebate transactions can be created for the rebate agreement.
- Target
- Indicates how the targets are to be defined. Two types of targets exist: Turnover and Quantity.
- Currency/Unit
- The lead text for this field varies depending on the type of target. If the target type is set to Turnover, then the lead text for this field is Currency and the rebate currency is displayed here. If the target type is set to Quantity, the lead text is Unit and the unit defined as the Target UOM unit on the agreement header is displayed here.
- Rate
- Indicates how the rates are to be defined. Three rate types exist: Turnover %, Amount/Unit and Fixed amount.
- Currency/Unit
- The lead text for this field varies depending on the type of rate. If the Rate UOM is set to Amount/unit, then the lead text for this field is Currency/Unit and the rebate currency per unit defined as the Rate UOM unit on the agreement header is displayed here. If the Rate UOM is set to Fixed amount, then the lead text for this field is Currency and the rebate currency is displayed here.
- Target
- Displays the target. This field cannot be changed for an existing target.
- Rate
- Displays the rate.