Incentive Billback Processing

Menu Path: Customer Service Images\bluerarw.gif Order Options Images\bluerarw.gif Incentives Images\bluerarw.gif Incentive Billback Processing

Purpose

Process incentive billbacks for suppliers.

Overview

Use Incentive Billback Processing to create incentive billback vouchers and/or invoices for suppliers. Suppliers are set up to receive billback vouchers or invoices in Supplier Maintenance.

Processing Incentive Billbacks

To process incentive billbacks:

  1. Select filter criteria for the incentive billbacks you want to process.

  2. Click the Show Data button in the ribbon. The Results tab displays incentive records for which billbacks were not yet generated.

  3. Select the check box in the Create Billback column for incentive billbacks you want to create, or click the Select All button in the ribbon to select all displayed records.

  4. Click the Create Invoice Billbacks or Create Voucher Billbacks button in the ribbon to create incentive billbacks for the records selected in step 3. The Billback Invoice Create or Billback Voucher Create window appears, and allows you to review the invoices or vouchers you are creating and proceed to create the invoices or vouchers.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Incentive Billback Processing window.

Show Data

Click this button to display incentive data on the Results tab based on criteria selected on the Select tab.

Select All

Click this button to select the check box in the Create Billback column for all displayed incentives. This button is only available if the Results tab is displayed.

Deselect All

Click this button to clear the check box in the Create Billback column for all displayed incentives. This button is only available if the Results tab is displayed.

Create Invoice Billbacks

Click this button to display Billback Invoice Create, which allows you to create invoice billbacks for incentives for which the check box is selected in the Create Billback column. This button is only available if the Results tab is displayed.

Create Voucher Billbacks

Click this button to display Billback Voucher Create, which allows you to create voucher billbacks for incentives for which the check box is selected in the Create Billback column. This button is only available if the Results tab is displayed.

Incentive Detail

Click this button to display Incentive Detail, which allows you to view detailed information for a selected incentive. This button is only available if the Results tab is displayed.

Select Tab Fields and Buttons

Field or Button

Description

All (Suppliers)

Select this check box to display data for all suppliers. This check box is selected by default.

Supplier Code

Enter a supplier code for which to display data, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All check box to the left of it.

Supplier Name

Enter a supplier name for which to display data, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All check box to the left of it.

All (Incentives)

Select this check box to display data for all incentives. This check box is selected by default.

Incentive ID

Enter an incentive ID for which to display data, or click the Lookup button to select an incentive ID. This field is only enabled if you clear the All check box to the left of it.

All (Incentive Programs)

Select this check box to display data for all incentive programs. This check box is selected by default.

Incentive Program ID

Enter an incentive program ID for which to display data, or click the Lookup button to select an incentive program ID. This field is only enabled if you clear the All check box to the left of it.

All (Billback Invoices)

This check box is selected by default, and is disabled in this window.

Billback Invoice Number

This field is disabled in this window.

All (Billback Vouchers)

This check box is selected by default, and is disabled in this window.

Billback Voucher Number

This field is disabled in this window.

Incentive Date From

Enter the first incentive date in a range of dates for which to display data, or click the drop-down arrow to select an incentive date. This field is only enabled if you clear the All check box to the left of it.

Incentive Date To

Enter the last incentive date in a range of dates for which to display data, or click the drop-down arrow to select an incentive date. This field is only enabled if you clear the All check box to the left of it.

Display Currency

Click the Lookup button to select a currency in which to display monetary amounts on the Results tab. This defaults to the default general ledger currency.

Results Tab Fields and Buttons

Field or Button

Description

Incentives

This grid displays incentives based on the criteria selected on the Select tab (for which billbacks are not yet created) after you click the Show Data button in the ribbon. Select the check box in the Create Billback column for incentives for which you want to create supplier billbacks. For manual incentives for which billback amounts are calculated outside of Apprise, you can enter billback amounts in the Total Billback Amount column.