View Rebate Plan Status Settings

(Rebate Plan Status Inquiry)

Access

Use this inquiry to view items placed on a purchase order with a volume rebate plan. You can determine the status of any valid volume rebate plan based on written purchase orders, received purchase orders, or invoiced purchase orders.

Based OnSelect Written to list (in the grid) transactions eligible for a rebate based on open purchase orders. Select Received to list eligible rebates based on purchase orders that have been received. Select Invoiced to list eligible rebates based on products that were received and have been billed by the vendor.  

Plan CodeEnter the VR Rebate Plan code to list eligible rebates for that plan. You may click the Search button at this field to select from a list of valid Vendor Rebate Settings (Vendor Rebate Plans). Once the plan code has been entered, transactions for which eligible rebate amounts have been calculated will list in the grid.

VendorThe code and name of the vendor offering the rebate plan selected will display.

Goal Type, GoalThe type of plan goal (C = Total Cost of Purchases; U = Total Units Purchased) and the Goal Amount will display from the Vendor Rebate Settings (Vendor Rebate Plans) record .  

Plan TypeThis field indicates whether the earned rebate/refund was calculated based on the Percent of Dollars Purchased (P) or on the Dollars Per Unit Purchased (D).  

AmountThis is the percentage rate or dollar per unit amount that was used to calculate the rebate earned. This is based on the Plan Type and Plan Amount in the Vendor Rebate Settings (Vendor Rebate Plans) file .    

DatesThe Starting Date and Ending Date from the Vendor Rebate Settings (Vendor Rebate Plans) file will display for the selected rebate plan.