| # Rebates Calculated by Order (tdcms2550m000) Use this session to view and maintain the rebates that are calculated by sales order. Related topics Overview of commissions and rebates Calculating commissions and rebates Relation A shortened term for trade relation. Relation is a collective term for an employee or buy-from business partner that is entitled to a commission, and a sold-to business partner entitled to a rebate. Relations can be grouped in a relation team for the purpose of assigning the same agreement structure. Sales Order The number that identifies the sales order. Sales Order The number used to identify the position of the order line on the sales or purchase order. Sales Order The number of the sales order delivery line. Actual Delivery Line Sequence Number The number of the sales order actual delivery line. Invoice Line The number of the sales order invoice line. Serial Number The rebate's sequence number. Status The stage in which the rebate currently is. A rebate has several stages from initial calculation to payment. Allowed values Comm/Rebt Status Rebate % The normal percentage that is applicable for the calculation of the rebates. Growing % The percentage used to calculate rebates in addition to the normal rebate amount. Sales Order Amount The amount on which the rebate calculation is based. Sales Order Amount The currency that is used on and defaulted from the order. Amount in Sales Order Currency The rebate amount, expressed in the order currency. Related topics Commissions and rebates calculation examples Amount in Invoice Currency The rebate amount, expressed in the invoice currency. Related topics Commissions and rebates calculation examples Amount in Invoice Currency The currency in which the invoice amount is expressed. Default value The invoice currency is defaulted from the relation. However, you can manually change this currency. Fixed Agreement Amount in Sales Order Currency The fixed rebate amount, if no rebate percentage or growing rebate percentage is applicable. Default value The Fixed Amount from the Rebate Agreements (tdcms1130m000) session. Rebate Amount The rebate amount, expressed in the home currency. Related topics Commissions and rebates calculation examples Rebate Amount One of a company's base currencies in which ERP Enterprise registers and reports amounts. In a multicurrency system, up to three home currencies can be defined: The local currency Two reporting currencies Related topics Currency systems Reserve If this check box is selected, the rebate must be reserved in ERP Enterprise. If this check box is cleared, the rebate must be invoiced directly. Related topics Reserving commissions and rebates Reservation Date The date on which the rebate was reserved in ERP Enterprise. Related topics Reserving commissions and rebates Discount Code This field is used in the sales statistics to specify certain rebates. The discount code's type must correspond with the agreement type ( Commission or Rebate). When the rebate is manually adjusted, the discount code must be defined as not for use in an agreement. Rebate Invoice The invoice number of the invoiced rebate. Sales Invoice Transaction Type The transaction type that is used to post the rebate to Invoicing. Invoice Number The invoice number of the sales order. Sales Invoice Transaction Type A user-defined three-position code used to identify documents. The series linked to the transaction type give documents the sequence number. Invoice Date The date and time of the rebate invoice. Sales Invoice Rate The factor by which an amount in a different currency is multiplied to calculate the amount in the currency base. Sales Invoice Rate Factor The factor by which the amount in the transaction currency or the invoice currency is divided before ERP Enterprise converts it to a home currency. A rate factor is often used for currencies that have a relatively low price, for example, Korean Won. Rate/Rate Factor The conversion between the home currency and the currency that is used on the sales invoice. Rate Date The date and time of the rate conversion. Rate Type A way to group currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions (purchase, sales, and so on). Related topics To use currency exchange rate types Sales Order Rate The factor by which an amount in a different currency is multiplied to calculate the amount in the currency base. Sales Order Rate Factor The factor by which the amount in the transaction currency or the invoice currency is divided before ERP Enterprise converts it to a home currency. A rate factor is often used for currencies that have a relatively low price, for example, Korean Won. Rate/Rate Factor The conversion between the home currency and the currency that is used on the sales order. Rate Date The date and time of the rate conversion. Rate Type A way to group currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions (purchase, sales, and so on). Related topics To use currency exchange rate types Period Table A table that consists of any number of time units, for example, months or weeks. A period is used to define the time horizon during which, for example, a schedule is valid. Statistical Year The year in which the period falls. Period A code used to record (by organization) types of time periods and their associated description. For example: days, weeks, and quarters. Financial Department The department that determines the financial company to which the transaction must be posted and which is responsible for the tax declaration in the tax country of the order. The financial company's home country must be the tax country of the order. The financial department is an accounting office of the financial company. If the financial company of the administrative department has a tax number in the tax country of the order, the financial department is the same department as the administrative department. The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office. Note The financial department must have a tax ID in the tax country. This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session. Related topics Tax registration in a foreign country Sales Office A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities. Calculation Date The date on which the rebate was calculated. Printed Date The date on which the rebate was printed. Relation Status The status of the relation. Allowed values Relation Status Relation Sequence The sequence number of the rebate that is linked to the relation in the Sales Order - Relations (tdcms0140m000) or Sales Order Line - Relations (tdcms0141m000) session. Search Priority Search priorities are used to find a valid agreement for the entered search combination or search level. If a valid agreement is found for the first priority, the agreement will be used. If not, ERP Enterprise searches for a valid agreement for the second priority and so on. This field displays the priority on which the agreement was originally based. Released to SLI(Rebate) If this check box is selected, the rebate is released to Invoicing. Note With this check box you can view whether the rebate is already released. If the rebate is released, but the invoice status is Confirmed, or On Hold in Invoicing, you can still update the rebate amount in the Rebates Calculated by Order (tdcms2550m000)/ Rebates Calculated by Relation (tdcms3550m000) sessions. When you release a rebate line to Invoicing, billing requests must be generated, and invoices must be composed and printed in Invoicing before an open entry can be generated in Accounts Receivable. Once the invoicing procedure is completed, the rebate status is set to Closed and the Sales Invoice Transaction Type and Invoice Number fields are updated. Type The available options depend on the values of the Commissions Implemented and Rebates Implemented check boxes in the Commissions/Rebates Parameters (tdcms0100s000) session. Allowed values Type Calculated Amount The calculated rebate amount. Currency A generally accepted medium of exchange such as coins, treasury notes, and banknotes. The following currency types are available in ERP Enterprise: Home currency, which is used internally by companies to calculate costs, record budgets, and register tax amounts Transaction currency, which is used in transactions with business partners, such as orders and invoices Approved Amount The total rebate amount that is approved. Ready Amount The total rebate amount that is printed. Closed Amount The total rebate amount that has been paid. You can no longer change the rebate record. Global Approval of Commissions/Rebates Starts the Global Approval of Commissions/Rebates (tdcms0250m000) session. Change Status to Approved Sets the rebate's status to Approved. Change Status to Calculated Sets the rebate's status to Calculated. Print and/or Delete Commissions/Rebates Starts the Print and/or Delete Commissions/Rebates (tdcms0251m000) session. Sales Order - Lines Starts the Sales Order - Lines (tdsls4100m900) session. |