Analyzing Vendor Rebates Concept Analyzing Vendor Rebates Analyzing

Analyzing Vendor Rebates Concept

Analyzing Vendor Rebates

Analyzing Vendor Rebates Step 1 Begin by navigating to the Vendor Rebate Analysis Workbench page. Click the Purchasing menu.

Analyzing Vendor Rebates Step 2 Click the Vendor Rebates menu.

Analyzing Vendor Rebates Step 3 Click the Vendor Rebate Analysis menu.

Analyzing Vendor Rebates Step 4 Click the Rebate Analysis Workbench menu.

Analyzing Vendor Rebates Step 5 Click the Add a New Value tab.

Analyzing Vendor Rebates Step 6 Click in the Work. Bench ID field.

Analyzing Vendor Rebates Step 7 Enter the desired information into the Work. Bench ID field. Enter "ANALYSIS".

Analyzing Vendor Rebates Step 8 Click the Add button.

Analyzing Vendor Rebates Step 9 Use the Workbench Filter Options page to enter filter options for the Vendor Rebate Analysis Workbench.

Analyzing Vendor Rebates Step 10 Click in the Supplier ID field.

Analyzing Vendor Rebates Step 11 Enter the desired information into the Supplier ID field. Enter "SCM 0000004".

Analyzing Vendor Rebates Step 12 Use the Transaction Accrued From field to enter the from date on which to search for vendor rebate accrued transactions. In Add mode, January 1 st of the current year appears by default. Click in the Transaction Accrued From field.

Analyzing Vendor Rebates Step 13 Enter the desired information into the Transaction Accrued From field. Enter "01/01/2005".

Analyzing Vendor Rebates Step 14 After you enter filter options, click the View Workbench button to display the vendor rebate analysis workbench populated with the information that matches the filter options selected. Click the View Workbench button.

Analyzing Vendor Rebates Step 15 Use the Vendor Rebate Analysis Workbench page to perform vendor rebate agreement analysis.

Analyzing Vendor Rebates Step 16 Click the Set Filter Options link to return to the Workbench Filter Options page. Use the page to maintain the different filter options for this workbench.

Analyzing Vendor Rebates Step 17 Click a Rebate ID link to view the complete vendor rebate agreement.

Analyzing Vendor Rebates Step 18 The Total Rebate Amt on Sel Trans field displays the total rebate amount in the rebate currency for the selected transactions. The Total Rebate Amt on Sel Trans equals the sum of transaction line rebate amounts on the Accrued Rebate Details page that matches the filter options selected.

Analyzing Vendor Rebates Step 19 The Total Claim Collected field displays the total claim collected amount in the rebate currency. Total claim collected equals the sum of total claimed amount for all claims associated with the transaction lines on the Accrued Rebate Details page that matches the filter options selected.

Analyzing Vendor Rebates Step 20 The Total VAT Claim Collected field displays the total VAT claim collected amount in the rebate currency. Total VAT claim collected equals the sum of total claimed collected VAT amount for all claims associated with the transaction lines on the Accrued Rebate Details page that matches the filter options selected.

Analyzing Vendor Rebates Step 21 The Total Claim Adjustment field displays the total claim adjustment amount. Total claim adjustment equals the sum of the difference between the total claim amount minus the original total claim amount for each claim associated with the transaction lines on the Accrued Rebate Details page that matches the filter options selected.

Analyzing Vendor Rebates Step 22 The Total Allocated Rebate Amount field displays the total allocated rebate amount for the rebate agreement.

Analyzing Vendor Rebates Step 23 Click the horizontal scrollbar.

Analyzing Vendor Rebates Step 24 Click the Accrued Rebate Details link.

Analyzing Vendor Rebates Step 25 Use the Accrued Rebate Details page to view accrued rebate transaction details.

Analyzing Vendor Rebates Step 26 The Rebate Details tab displays the rebate accruals generated by the Generate Rebate Accrual process for the rebate agreement selected and according to the filter options selected.

Analyzing Vendor Rebates Step 27 The Rebate Amount field displays the rebate amount for this transaction.

Analyzing Vendor Rebates Step 28 The Trans Status field displays the particular transaction status for the rebate accrual record. For example, if the transaction is a receipt transaction and the related voucher was not available at the rebate accruals generation time, then the transaction status is Received. If the voucher was available for the receipt transaction at the rebate accruals generation time or if the transaction is related to a voucher, then the transaction status is Vouchered.

Analyzing Vendor Rebates Step 29 The Rebateable Amount field displays the rebateable amount in the vendor rebate currency for this transaction. This amount comes from the rebate accrual records generated by the Generate Rebate Accrual process for the receipt, voucher, or RTV transaction. The rebateable amount corresponds to the basis amount for rebate calculation.

Analyzing Vendor Rebates Step 30 The Rebateable Quantity and Rebate UOM fields display the rebateable quantity in the vendor rebate unit of measure for this transaction. This quantity comes from the rebate accrual records generated by the Generate Rebate Accrual process for the receipt, voucher, or RTV transaction. The rebateable quantity corresponds to the basis quantity for rebate calculation.

Analyzing Vendor Rebates Step 31 View the information on the other tabs on this page. Click the PO tab.

Analyzing Vendor Rebates Step 32 Click a Purchase Order link to view the complete purchase order with all its details.

Analyzing Vendor Rebates Step 33 The Merchandise Amount field displays the merchandise amount for this transaction.

Analyzing Vendor Rebates Step 34 Click the Receipt tab.

Analyzing Vendor Rebates Step 35 Click a Receiver ID Number link to view the receipt details.

Analyzing Vendor Rebates Step 36 Click the Voucher tab.

Analyzing Vendor Rebates Step 37 Click the RTV tab.

Analyzing Vendor Rebates Step 38 Click the Claim tab.

Analyzing Vendor Rebates Step 39 The Claim Number field displays the claim number associated with the rebate accrual if the rebate accrual has already been processed by the claim generation. Click this link to access the Claim Details page. Use this page to view all the information associated with this claim.

Analyzing Vendor Rebates Step 40 The Total Claim Amount field displays the total claim amount.

Analyzing Vendor Rebates Step 41 The Total Claimed Amount field displays the total claimed amount.

Analyzing Vendor Rebates Step 42 Return to the Vendor Rebate Analysis Workbench page. Click the Return button.

Analyzing Vendor Rebates Step 43 Click the Vendor Rebate Allocation Details link to view the vendor rebate allocation to the sales organizations.

Analyzing Vendor Rebates Step 44 Click the horizontal scrollbar.

Analyzing Vendor Rebates Step 45 Continue to analyze information for the displayed rebate. Click the Rebate to date Activity tab.

Analyzing Vendor Rebates Step 46 The Total Accrued Rebate field displays the total accrued rebate amount for the vendor rebate agreement.

Analyzing Vendor Rebates Step 47 the Total Rebate Payment Received field displays the total rebate payment received amount for the vendor rebate agreement.

Analyzing Vendor Rebates Step 48 The Total Pending Rebate Amount field displays the total pending rebate amount for the vendor rebate agreement.

Analyzing Vendor Rebates Step 49 You will now perform an analysis process to the rebate. Select the Select option next to the vendor rebates that you want to analyze. You can analyze one or more rebates at the same time. Click the SCM 0000004 option.

Analyzing Vendor Rebates Step 50 Use the Select Rows For list to select the type of activity that you want to perform for the vendor rebates that you select.

Analyzing Vendor Rebates Step 51 Use the Threshold & Time Period Anly list item along with a View Results by Time Period list item to view the Rebate Threshold and Time Period Analysis page populated with the vendor rebate information associated with the vendor rebates selected. Use the page to perform threshold and time period analysis for vendor rebates.

Analyzing Vendor Rebates Step 52 Use the View Results by Time Period list to select the time period that you want to use to view the vendor rebate analysis. Time periods are Monthly, Quarterly, and Yearly. This field is available only if you select Threshold & Time Period Anly in the Select Rows For list.

Analyzing Vendor Rebates Step 53 Click the OK button to have the system perform the process requested in the Select Rows For list. Click the OK button.

Analyzing Vendor Rebates Step 54 Use the Rebate Threshold Analysis page to perform rebate agreement threshold analysis. Threshold analysis assists rebate managers in analyzing the extent of additional purchases required to optimize the rebate amount.

Analyzing Vendor Rebates Step 55 Use the View Results by Time Period list to select a different time period and then click the OK button to have the system redisplay the rebate threshold analysis information for that time period.

Analyzing Vendor Rebates Step 56 Click a Rebate ID link to access the Rebate Agreement page. Use the page to view all the details of this vendor rebate agreement.

Analyzing Vendor Rebates Step 57 The Next Threshold Level field displays the next threshold level amount or quantity depending on the rebate agreement rule definition. This threshold level is determined based on either the current rebateable amount or current rebateable quantity. This field is only applicable for retrospective rebate rule types.

Analyzing Vendor Rebates Step 58 The Estimated Additional Purchase Amount field displays the estimated amount of purchases required to reach the next threshold level for the vendor rebate. Estimated Additional Purchase Amount = (Next Threshold Level – Current Rebateable Amount) This field is applicable only for retrospective rebate rule types and amount rule based.

Analyzing Vendor Rebates Step 59 The Estimate Rebate Amount field displays the estimated rebate amount if the next threshold is reached for the vendor rebate. This amount is based on the rebate agreement rule and the rule details. If the rebate factor qualifier is percentage and the rebate tier basis equals amount, then Estimate Rebate Amount = (Next Threshold Level (lower) Amount * Rebate Factor). If the rebate factor qualifier is percentage and the rebate tier basis equals quantity, then the estimate rebate amount cannot be determined because purchase amount cannot be determined. If the rebate factor qualifier is amount and the rebate tier basis equals amount or quantity, then Estimate Rebate Amount = (Rebate Factor of the Next

Analyzing Vendor Rebates Step 60 Click the Total Open PO Amount linked value to access the PO Not Received Analysis page. Use the page to view purchase order schedules that are tied to the vendor rebate that have not been received or vouchered.

Analyzing Vendor Rebates Step 61 Review the additional information available on this page. Click the Rebate Rule Details tab.

Analyzing Vendor Rebates Step 62 Click the Accrued Rebate Details for Rule link to access the Accrued Rebate Details page. Use the page to view accrued rebate details for the vendor rebate agreement rule. This is the same page that can be accessed from the Vendor Rebate Analysis Workbench page.

Analyzing Vendor Rebates Step 63 Click the Current Rebate tab.

Analyzing Vendor Rebates Step 64 The Current Rebateable Amount field displays the current rebateable amount for the rebate agreement rule according to the filter options selected. Current rebateable amount equals the sum of all rebateable amounts in the vendor rebate currency for all accrued details.

Analyzing Vendor Rebates Step 65 The Total Accrued Rebate field displays the total accrued rebate amount for the vendor rebate for the rebate agreement rule according to the filter options selected.

Analyzing Vendor Rebates Step 66 The Total Purchases to Date field displays the total purchases to date amount for the vendor rebate.

Analyzing Vendor Rebates Step 67 Click the Time Period Analysis tab.

Analyzing Vendor Rebates Step 68 The data on this tab is dynamic. Depending on the time period that you select, you will view different time period columns in the List of Vendor Rebates group box. For example, if you select a monthly time period, you will view monthly columns with the rebate amount shown for each month. The columns that appear on this page are based on the time period selected and the vendor rebate agreement header start date and end date. If the end date is in the future, the current system date is used.

Analyzing Vendor Rebates Step 69 Return to the Vendor Rebate Analysis Workbench page. Click the Return button.

Analyzing Vendor Rebates Step 70 You can run different reports to conduct different analysis for the listed rebates. Click the Select Rows For list.

Analyzing Vendor Rebates Step 71 When you select the Extract Accrued Dtls to File option, the Flat File Extraction on Rebate Transactions page appears. Use the page to extract the accrued rebate details to a flat file.

Analyzing Vendor Rebates Step 72 When you select the PO Not Received Report option, the PO Not Received Report page appears. Use the page to initiate the PO Not Received SQR Report process (POVRB 300).

Analyzing Vendor Rebates Step 73 When you select the Rebate Threshold Report option, the Rebate Threshold Report page appears. Use the page to generate the Rebate Threshold Report SQR Report process (POVRB 200).

Analyzing Vendor Rebates Step 74 For this topic, you will accept the default list item.

Analyzing Vendor Rebates Step 75 Click the Save Workbench button.

Analyzing Vendor Rebates Step 76 Use the Save Workbench page to save this vendor rebate analysis workbench and its associated information, including the filter options entered. At a later date, you can retrieve the workbench and continue to perform rebate analysis. Enter the desired information into the Description field. Enter "SCM 0000004 Analysis".

Analyzing Vendor Rebates Step 77 Click the Save button.

Analyzing Vendor Rebates Step 78 You have successfully analyzed vendor rebates. End of Procedure.