Dispatching Vendor Rebate Agreements Concept Dispatching Vendor Rebate

Dispatching Vendor Rebate Agreements Concept

Dispatching Vendor Rebate Agreements

Dispatching Vendor Rebate Agreements Step 1 Begin by navigating to the Vendor Rebate Agreement Dispatch page. Click the Purchasing menu.

Dispatching Vendor Rebate Agreements Step 2 Click the Vendor Rebates menu.

Dispatching Vendor Rebate Agreements Step 3 Click the Rebate Dispatch menu.

Dispatching Vendor Rebate Agreements Step 4 A Run Control ID is an identifier that, when paired with your user ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

Dispatching Vendor Rebate Agreements Step 5 You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use. Click the Add a New Value tab.

Dispatching Vendor Rebate Agreements Step 6 Click in the Run Control ID field.

Dispatching Vendor Rebate Agreements Step 7 Enter the desired information into the Run Control ID field. Enter "DISPATCH_REBATE".

Dispatching Vendor Rebate Agreements Step 8 Click the Add button.

Dispatching Vendor Rebate Agreements Step 9 Use the Vendor Rebate Agreement Dispatch page to initiate the Vendor Rebate Dispatch SQR Report process (POVR 100), Rebate Dispatch Email Application Engine process (PO_VR_EMAIL), or Rebate Dispatch & Email multiprocess job (VRBTDISP).

Dispatching Vendor Rebate Agreements Step 10 Click in the Rebate ID field.

Dispatching Vendor Rebate Agreements Step 11 Enter the desired information into the Rebate ID field. Enter "0000000002".

Dispatching Vendor Rebate Agreements Step 12 Use the Fax Cover Page field to enter or select a fax cover page if some of the rebate agreements that you are dispatching are to be sent by fax. Define fax cover letters in the system on the Fax Cover Letters page. The Vendor Rebate Dispatch process writes to the fax control file the file name associated with the selected cover letter combined with the cover letter file extension that you defined on the Dispatch Configuration page.

Dispatching Vendor Rebate Agreements Step 13 Use the Dispatch Methods to Include section to select which dispatch methods to include in this run of the process. Selected values are only used as a part of the data selection criteria. To change the method by which the rebate agreement is to be dispatched, you must modify the dispatch method on the Rebate Agreement page.

Dispatching Vendor Rebate Agreements Step 14 Select Test Dispatch to perform a test run of the dispatch. When you select this option, the process runs, but the rebate agreements processed do not appear in Dispatched status, and the rebate agreements are printed with the word Unauthorized at the bottom. This enables you to test the email, or fax setup without updating the system.

Dispatching Vendor Rebate Agreements Step 15 Select Print Copy option to produce a printed copy of each processed rebate agreement. If any of the processed rebate agreements are by phone, fax, or email, the system prints a hard copy for review. Click the Print Copy option.

Dispatching Vendor Rebate Agreements Step 16 Select the Print Duplicate option to print the word Duplicate on each rebate agreement.

Dispatching Vendor Rebate Agreements Step 17 Click in the Number Of Copies field.

Dispatching Vendor Rebate Agreements Step 18 Enter the desired information into the Number Of Copies field. Enter "2".

Dispatching Vendor Rebate Agreements Step 19 Click the Run button.

Dispatching Vendor Rebate Agreements Step 20 Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

Dispatching Vendor Rebate Agreements Step 21 You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field. Click the Server Name list.

Dispatching Vendor Rebate Agreements Step 22 Click the PSNT list item.

Dispatching Vendor Rebate Agreements Step 23 Click the Rebate Dispatch & Email option.

Dispatching Vendor Rebate Agreements Step 24 Click the OK button.

Dispatching Vendor Rebate Agreements Step 25 Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

Dispatching Vendor Rebate Agreements Step 26 Click the Process Monitor link.

Dispatching Vendor Rebate Agreements Step 27 Use the Process List page to view the status of submitted process requests.

Dispatching Vendor Rebate Agreements Step 28 The current status of the process is Processing. The process is finished when the status is Success. Continue to click the Refresh button until the status is Success. Click the Refresh button.

Dispatching Vendor Rebate Agreements Step 29 The run status is now Success.

Dispatching Vendor Rebate Agreements Step 30 You have successfully dispatched vendor rebate agreement. End of Procedure.