Sample Billback Processing
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Sample Billback Processing

Menu Path: Customer Service Images\bluerarw.gif Suppliers Images\bluerarw.gif Pricing Images\bluerarw.gif Sample Billback Processing

Purpose

Process sample billbacks for suppliers.

Overview

Use Sample Billback Processing to create billbacks for sample invoice and credit memo line items for sample products ordered on sample orders.

Processing Sample Billbacks

To process sample billbacks:

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

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

  3. Select the check box in the Create Billback column for sample 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 sample 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 Sample Billback Processing window.

Show Data

Click this button to display sample invoice and credit memo line items 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 sample line items.

Deselect All

Click this button to clear the check box in the Create Billback column for all displayed sample line items.

Create Invoice Billbacks

Click this button to create invoice billbacks for line items for which the check box is selected in the Create Billback column.

Create Voucher Billbacks

Click this button to create voucher billbacks for line items for which the check box is selected in the Create Billback column.

Select Tab Fields and Buttons

Field or Button

Description

All (Suppliers)

Select this check box to display sample line items for all suppliers. This check box is selected by default.

Supplier Code

Enter a supplier code for which to display sample line items, 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 sample line items, 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 (Sales Representatives)

Select this check box to display sample 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 sample line items, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All check box to the left of it.

All (Products)

Select this check box to display sample line items for all products. This check box is selected by default.

Product Code

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

Product Name

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

All (Sample Customers)

Select this check box to display sample line items for all sample customers. This check box is selected by default.

Sample Customer Code

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

Customer Name

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

All (Sample Reasons)

Select this check box to display sample line items for all sample reasons. This check box is selected by default.

Sample Reason

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

All (Sample 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 (Sample 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.

Sample Date From

Enter the first date in a range of invoice/credit memo dates for which to display sample line items, or click the drop-down arrow to select a date.

Sample Date To

Enter the last date in a range of invoice/credit memo dates for which to display sample line items, or click the drop-down arrow to select a date.

Display Currency

Enter a currency for which to display amounts for sample line items, or click the Lookup button to select a currency. This defaults to the default general ledger currency.

Results Tab Fields and Buttons

Field or Button

Description

Sample Billbacks

This grid displays sample invoice and credit memo line items based on the criteria selected on the Select tab after you click the Show Data button in the ribbon. Select the check box in the Create Billback column for line items for which you want to create supplier billbacks. If you are authorized to change billback rates, you can enter rates in the Billback Rate column.