Volume Rebate Status
Access
This report provides information on volume rebate plans. The report indicates whether rebates have already been posted or are still pending. You can run the report for new, active, completed, or all plans. Additionally, the report includes total unit quantities and purchase dollars, allowing users to assess their status with the various vendors' plans.
The run-time options for this report are:
Plan StatusThe default selection for this field is All Plans, which will report on all rebate plans, regardless of status. Select New to report only on plans that have not yet started. Select Active to report on plans that are currently active. Select Finished to report on completed plans.
Plan CodeLeave this field blank to report on all plans, or click the Search button to select a single plan code from the list of valid Vendor Rebate Settings (VR Rebate Plans). If a vendor is specified at the Vendor field, the report will include only plans established for that vendor.
VendorThis field is used to indicate the vendor or vendors to be included in this report. One, multiple, or All vendors may be selected. To report on a single vendor, enter or select a specific Vendor code at this field. To report on All Vendors, leave this field blank. To report on multiple vendors, click the Action button and use the Multiple Vendor Selection screen to select the vendors for this report.
Rebate ModeSelect Written to report on earned rebates based on written purchase orders. Select Received to report on earned rebates based on received merchandise. Select Invoiced to report on earned rebates based on merchandise invoiced merchandise.
Detail or SummarySelect Detail to produce a version of the report that shows each transaction for the reported plan codes. Select Summary to produce a version of the report that shows one summary line per plan code.
Send Output toThe output destination of the report displays. To change the output destination, click on the Actions button and select Output Settings.
Export PathIf you select either the Personal Report Viewer (PRV), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.
Once the run-time options have been selected, choose Run to produce the report.