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Report
Rebate Claims Report
What Is It?
A rebate is an amount of money paid to you by a
supplier for the purchase of their products (see Deals, Rebates And
Claims). This report lists the various rebates that are owed to
you. It lists the invoice number, item, rebate description,
quantity purchased and rebate due. These details are grouped by
supplier. The rebates are calculated based on the invoices which
you have entered. The report will only claim for invoices which
have an invoice date during the required period and are marked as
'Accepted'. Once the claims themselves have been accepted (using
Accept Rebate
Claims), the system will not reclaim the details again.
Note: The
'Tax Amt' column is not shown when using a US-style tax system as
the tax is calculated for the entire transaction not at item
level.
Commands
Client - REQUESTREPORTITEMS.EXE REBATECLAIMSREP
Server - REPORTITEMS.EXE
What Are The Report
Parameters?
Location
|
The location for which you want to claim the
rebates. A location must be entered. This can be a location
group.
|
Supplier
|
The supplier you want to run the rebate claims for.
If you leave this empty, claims are generated for all
suppliers.
|
Not Supplier
|
The supplier you do not want to run the rebate
claims for. If you leave this empty, claims are generated for all
suppliers.
|
From Date
To Date
|
The date range that accepted invoices and extra
rebates should be checked for. The from date is automatically set
to the day after the last date that was claimed and accepted (using
Accept Rebate Claims). You can change to an earlier date if you
require.
|
Payment Terms
|
This allows you to only show rebates which are paid
at the same time, for example monthly or quarterly. (Rebate Types
is used to determine when a rebate is actually paid.) This must be
selected.
|
Claim Type
|
This allows you to select a specific type of rebate
to claim on. If you leave this empty, all rebate types will be
claimed.
|
Manufacturer Rebates
|
Usually you will claim a manufacturer rebate
directly from the manufacturer. However, in some circumstances you
may want to claim the manufacturer rebate from the supplier. This
option controls from whom you will claim the rebate.
|
Claim/Report
|
This indicates whether this is a real claim or
simply a report. If you choose the Claim option, the system will
only show those details which have not previously been claimed. The
system will hold these details for you to accept (using Accept
Rebate Claims). If you choose the Report option, the system will
show you all details for the date range regardless of whether the
details have previously been claimed or not. You cannot accept
these details.
|
|
Paper Requirements
This report prints on A4 paper in Landscape
mode.
Sample Report
Figure: Example Rebate Claims Report