You can set up and track marketing plans such as rebates or commissions using the Marketing Plans granule.
Steps
In the search box, enter Vendor Rebates/Promos, and then choose the related link.
On the Home tab, in the New group, choose New.
Fill in the fields on the card. The fields are described below by tab.
General tab
Field | Description |
|---|---|
No. | Identifies the vendor rebate or promo uniquely. Numbers may be assigned automatically or manually. |
Name | A description of the vendor rebate or promo. Copied automatically to the Search Name field; change this manually if you want a different search name. |
Plan Type | The type of plan: Promo/Rebate (default), Commission, or Reporting (points-based system). |
Accrue | Determines where accruals are generated from: Invoices/CMs, Shipments/Receipts, or Paid Invoices/CMs. |
Start Date | Starting date of the accrual calculations. |
End Date | End date of the accrual calculations. Can be left empty. |
Date Type | The date used to determine accruals: Posting Date or Order Date. |
Source Selection Type | The field on the order/invoice used when generating accruals: Pay-to or Buy-from. |
Source Selection | The basis for creating accruals: All Vendors, Specific Vendor, or Vendor Group. |
Item Selection | Which order/invoice lines are included: All Items, Specific Item, Item Category, Manufacturer, Vendor No., or Item Group. |
Minimum Value Type | Amount or Quantity. |
Computation UOM | Default unit of measure for accrual calculations. Copied to line-level fields where the unit is assigned to the item. |
Vendors tab
This tab determines the vendors involved in transactions for this accrual plan. Use the Source Code field to enter the specific vendor or vendor group as determined by Source Selection on the General tab. Use the Source View button to add vendors based on filters, choose Define to set filters, then Add Vendor to Plan to populate the source lines.
Items tab
Field | Description |
|---|---|
Item Code | An item code, item category, manufacturer, or vendor code, based on the Item Selection setting. Leave blank when Item Selection is All Items. |
Item Description | Filled in automatically from the entered code. Reads "All Items" (non-editable) when no code is entered. |
Estimated Quantity | The estimated quantity to be purchased under the rebate. Optional but helpful for scheduling payments. |
Computation UOM | The unit of measure for accrual calculations. Cannot be left blank at the line level. |
Reference Value | The value from which the accrual is calculated: Price, Cost, Profit, or Quantity. |
Multiplier Type | How the Multiplier Value is used: Percentage or Unit Amount. |
Multiplier Value | The value to be accrued. If Multiplier Type is Percentage, enter as a whole number (for example, enter 10 for 10%). |
Start Date | Starting date for this line's accrual calculation. Usually left blank. |
End Date | Ending date for this line's accrual calculation. Usually left blank. |
Minimum Value | The minimum value required for the accrual to take effect. Supports tiered rebate levels by entering the same item several times with different minimum values. |
Over Reference Value | The value at which accruing starts. Copied from Minimum Value but can be changed. |
Accrual Amount | A flat amount applied to the accrual before additional calculations. Always a dollar amount. |
Estimated Accrual Amount | Calculated as Estimated Quantity × Multiplier Value. |
Accruals tab
This tab displays accrual values recorded for this accrual plan. Most fields are read-only.
Field | Description |
|---|---|
Estimated Accrual Amount | The system-calculated estimated accrual amount. |
Accrual Charge Amount | The sum of Anywhere Mobility Solutions accrual charges defined. |
Total Estimated Amount | Sum of Estimated Accrual Amount and Accrual Charge Amount. Also appears on the General tab. |
Use Accrual Schedule | Select to use the Accrual Schedule feature. Sets Accrual Posting Level to Plan. |
Scheduled Accrual Amount | The dollar amount scheduled to accrue. |
Accrual Amount | The actual dollar amount accrued so far. |
Accrual Posting Level | Plan, Source, Document, or Document Line. |
Payments tab
Field | Description |
|---|---|
Estimated Accrual Amount | Same as on the Accruals tab. |
Accrual Charge Amount | Same as on the Accruals tab. |
Total Estimated Amount | Same as on the Accruals tab. |
Use Payment Schedule | Select to use the Payment Schedule feature. |
Scheduled Payment Amount | The dollar amount scheduled to pay out. |
Payment Amount | The actual dollar amount paid out thus far. |
Payment Posting Level | Plan, Source, Document, or Document Line. Cannot be more specific than Accrual Posting Level. |
Payment Type | Source Bill-to, Customer, Vendor, G/L Account, Payment Group, or Manual/None. |
Payment Code | The payment account. Depends on Payment Type. |
Purchase Document Lines | Drill-down to related purchase document lines. |
Sales Document Lines | Drill-down to related sales document lines. |
Posting tab
Field | Description |
|---|---|
Computation Group | Assigns a computation group for filtering purposes. |
Price Impact | None, Exclude from Price, or Include in Price. Applies only to Document Line posting level. |
Include Promo/Rebate | Available only when Plan Type is Commission. Select to exclude effects of relevant rebates or promotions when calculating commission. |
Accrual Posting Group | Determines where the accrual posts. |
G/L Posting Level | Summarized, Plan, Source, Document, or Document Line. Cannot be more specific than Accrual Posting Level. |
Post Accrual w/ Document | Select to post accruals automatically with the transactions to which they apply. |
Create Payment Documents | Select when payments must be accompanied by purchase credit memos or purchase invoices. |
Post Payment w/ Document | Select to post payments automatically. Not available when Create Payment Documents is set. |
Edit Accrual on Document | Select to allow modifying accruals directly on the order. |