RIP Voucher Processing

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Retail Incentive Program $Images\bluerarw.gif$ RIP Voucher Processing

Purpose

Process retail incentive program vouchers.

Overview

Use RIP Voucher Processing to process invoice line items that qualify for retail incentive program awards. For each invoice line item, you can select to create a voucher (to pay the customer). You can also void a line item to indicate a voucher should not be created for it. For information on setting up retail incentive program rules, see RIP Product Maintenance.

Processing Retail Incentive Program Vouchers

To process retail incentive program vouchers:

Select filter criteria for the retail incentive program invoice line items you want to process.
Click the Show Data button in the ribbon. The Results tab displays retail incentive program invoice line items for which vouchers are not yet generated.
If there are any invoice line items for which you will never create vouchers, select the check box in the Select grid column for the line items, and click the Void Selected button in the ribbon.
Select the check box in the Select grid column for retail incentive program invoice line items for which you want to create vouchers, or click the Select All button in the ribbon to select all displayed invoice line items.
Click the Create RIP Vouchers button in the ribbon to create vouchers for the invoice line items selected in step 4. The RIP Voucher Create window appears, and allows you to review the vouchers you are creating and proceed to create the vouchers.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the RIP Voucher Processing window.
Show Data	Click this button to display retail incentive program invoice line items on the Results tab based on the criteria selected on the Select tab. This button is only available if the Select tab is displayed.
Select All	Click this button to select the check box in the Select grid column for all invoice line items displayed on the Results tab. This button is only available if the Results tab is displayed.
Deselect All	Click this button to clear the check box in the Select grid column for all invoice line items displayed on the Results tab. This button is only available if the Results tab is displayed.
Create RIP Vouchers	Click this button to display RIP Voucher Create, which allows you to create vouchers for retail incentive program invoice line items for which the check box is selected in the Select grid column. This button is only available if the Results tab is displayed.
Void Selected	Click this button to mark invoice line items for which the check box is selected in the Select grid column on the Results tab as voided for retail incentive program creation. This button is only available if the Results tab is displayed.

Select Tab Fields and Buttons

Field or Button	Description
All RIP Codes	Select this check box to display retail incentive program invoice line items for all retail incentive program codes. This check box is selected by default.
RIP Code	Enter a retail incentive program code for which to display retail incentive program invoice line items, or click the Lookup button to select a retail incentive program code. This field is only enabled if you clear the All RIP Codes check box.
Description	This field displays the description of the retail incentive program code entered in the RIP Code field.
All Customers	Select this check box to display retail incentive program invoice line items for all customers. This check box is selected by default, and is only enabled if the All Customer Divisions check box is selected.
Customer Code	Enter a customer code for which to display retail incentive program invoice line items, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box.
Customer Name	Enter a customer name for which to display retail incentive program invoice line items, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box.
All Customer Divisions	Select this check box to display retail incentive program invoice line items for all customer divisions. This check box is selected by default, and is only enabled if the All Customers check box is selected.
Customer Division	Enter a customer division for which to display retail incentive program invoice line items, or click the Lookup button to select a customer division. This field is only enabled if you clear the All Customer Divisions check box.
All Products	Select this check box to display retail incentive program invoice line items for all products. This check box is selected by default.
Product Code	Enter a product code for which to display retail incentive program invoice line items, or click the Lookup button to select a product code. This field is only enabled if you clear the All Products check box.
Product Name	Enter a product name for which to display retail incentive program invoice line items, or click the Lookup button to select a product name. This field is only enabled if you clear the All Products check box.
All Ship to States	Select this check box to display retail incentive program invoice line items for all ship-to states/provinces. This check box is selected by default, and is only enabled if you clear the All Ship to Countries check box.
State Code	Enter a state/province code for which to display retail incentive program invoice line items, or click the Lookup button to select a state/province code. This field is only enabled if you clear the All Ship to States check box.
State Name	Enter a state/province name for which to display retail incentive program invoice line items, or click the Lookup button to select a state/province name. This field is only enabled if you clear the All Ship to States check box.
All Ship to Countries	Select this check box to display retail incentive program invoice line items for all ship-to countries. This check box is selected by default.
Country Code	Enter a country code for which to display retail incentive program invoice line items, or click the Lookup button to select a country code. This field is only enabled if you clear the All Ship to Countries check box.
Country Name	Enter a country name for which to display retail incentive program invoice line items, or click the Lookup button to select a country name. This field is only enabled if you clear the All Ship to Countries check box.
All Sales Representatives	Select this check box to display retail incentive program invoice line items for all sales representatives. This check box is selected by default.
Sales Representative ID	Enter a sales representative ID for which to display retail incentive program invoice line items, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All Sales Representatives check box.
Reference Date From	Enter the first date in a range of invoice dates for which to display retail incentive program invoice line items, or click the drop-down arrow to select a date. This defaults to one month ago.
Reference Date To	Enter the last date in a range of invoice dates for which to display retail incentive program invoice line items, or click the drop-down arrow to select a date. This defaults to the current date.
Display Currency	Enter the currency code of the currency in which to display amounts on the Results tab, or click the Lookup button to select a currency code. This defaults to the default currency for the ledger.
Display Posted Invoices Only	Select this check box to only display retail incentive program invoice line items for posted invoices. This check box is selected by default.
Display Voided RIP Transactions	Select this check box to display voided retail incentive program invoice line items. These are line items that were voided on the Results tab to prevent the creation of retail incentive program vouchers.

Results Tab Fields and Buttons

Field or Button

Description

Retail Incentive Program Invoice Line Items

This grid displays invoice line items that qualify for retail incentive program awards based on the selected criteria and the retail incentive program rules. Select the check box in the Select column for line items for which you want to create retail incentive program vouchers, or for which you want to mark as voided (to prevent voucher creation). Then, use the appropriate button in the ribbon to create vouchers or mark line items as voided.