Supplier Allowance Deal Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Suppliers $Images\bluerarw.gif$ Supplier Allowances $Images\bluerarw.gif$ Supplier Allowance Deal Maintenance

Purpose

Maintain supplier allowance deals.

Overview

Use Supplier Allowance Deal Maintenance to create, update, and delete supplier allowance deals. Before creating deals, you should set up supplier allowance product groups in Supplier Allowance Product Group Maintenance.

Note A single product can be included in multiple supplier allowance product groups. If a product is in multiple groups, it may be used multiple times in a single supplier allowance deal.

You can also import supplier allowance deals in Supplier Allowance Deal Import.

For more information, see Using Supplier Allowances.

Creating Supplier Allowance Deals

To create a supplier allowance deal:

Click the New button in the ribbon.
Enter the supplier code or name of the supplier for the deal in the Supplier Code or Supplier Name field.
Enter a code for the deal in the Deal Code field.
Enter a name for the deal in the Deal Name field.
If the deal is not yet active, clear the Active check box.
Enter a detailed description of the deal in the Description field.
Enter the name of the person who authorized the deal in the Authorization field.
Select whether supplier allowances for the deal are calculated by customer or product.
Enter the unit of measure to which to convert invoiced quantities when calculating supplier allowances for the deal.
Enter the currency for the deal in the Deal Currency field.
Click the Rules tab.
Select filter criteria for a rule for the deal.
Enter the range of dates for the deal in the Start Date and End Date fields.
Enter up to ten unit breaks and supplier allowance per unit amounts.
Click the Add button.
If you want to add up to ten additional unit breaks and supplier allowance amounts, enter the breaks and amounts directly in the Rules grid.
Repeat steps 12 to 16 for all rules for the deal.

Note If you set up a rule for which the All check box is selected for any of the filter criteria, you cannot set up a rule for the same dates with the same All check box cleared. For example, you cannot set up a rule for the month of December for all customers, and then set up another rule (in the same deal) for a specific customer.

Click the Product Groups tab.
If you want to create a product group rule for a specific rule you set up in steps 12 to 16, clear the All Rules check box and enter the rule code in the Rule Code field. You can see the rule codes in the Rules grid.
Enter a supplier allowance product group code or name in the Group Code or Group Name field.
Click the Add button.
Repeat steps 19 to 21 for all product group rules for the deal.
Click the OK button in the ribbon. The rule is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Supplier Allowance Deal Maintenance window.
New	Click this button to create a new supplier allowance deal.
Update	Click this button to update the selected supplier allowance deal.
Delete	Click this button to delete the selected supplier allowance deal.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first supplier allowance deal. Deals are sorted by supplier code, and then deal code.
Prev	Click this button to display the previous supplier allowance deal. Deals are sorted by supplier code, and then deal code.
Next	Click this button to display the next supplier allowance deal. Deals are sorted by supplier code, and then deal code.
Last	Click this button to display the last supplier allowance deal. Deals are sorted by supplier code, and then deal code.
Inactive	Click this button to display Supplier Allowance Expiration Management, which allows you to mark expired supplier allowance deals as inactive.

Fields and Buttons

Field or Button	Description
Supplier Code	Enter a supplier code of a supplier for which you want to maintain supplier allowance deals, or click the Lookup button to select a supplier code. For information on setting up suppliers, see Supplier Maintenance. Note When you create a new deal, verify that a valid customer code is entered in the Invoice Customer Code field in Supplier Maintenance for this supplier so that invoices can be generated for the deal.
Supplier Name	Enter a supplier name of a supplier for which you want to maintain supplier allowance deals, or click the Lookup button to select a supplier code. For information on setting up suppliers, see Supplier Maintenance. Note When you create a new deal, verify that a valid customer name is entered in the Invoice Customer Name field in Supplier Maintenance for this supplier so that invoices can be generated for the deal.
Deal Code	Enter a deal code, or click the Lookup button to select an existing deal code.
Deal Name	Enter a deal name, or click the Lookup button to select an existing deal name.

Main Tab Fields and Buttons

Field or Button	Description
Active	Select this check box if the supplier allowance deal is active. If you want to set multiple deals as inactive, use Supplier Allowance Expiration Management. Note If a deal is not currently being used, you should clear this check box to decrease processing time in Supplier Allowance Processing.
Description	Enter a description of the supplier allowance deal.
Authorization	Enter the name of the person authorizing the supplier allowance deal. This field is informational only.
Deal Type	Select one of the following deal types: Units - Calculate invoice amounts for the deal based on quantity breaks. Price - Calculate invoice amounts based on a specific price. Do not use this option for deals for multiple products. You can set up the default deal type for supplier allowance deals in Customer Service Control Maintenance.
Deal Method	Select one of the following deal methods: By Customer - Calculate product amounts for the deal for each customer separately. By Product - Calculate product amounts for the deal for each product separately.
U/M	Select the default product unit of measure to which to convert invoiced quantities when calculating supplier allowances for the deal. These radio buttons are only available if you select the Units radio button. You can set up the default unit of measure for supplier allowance deals in Customer Service Control Maintenance. You can also set up how converted invoiced quantities are rounded using the Rounding Option radio set on the Commissions / Allowances tab in Customer Service Control Maintenance. This setting can affect whether a supplier allowance deal is met.
Sales Currency	This field is slated for functionality in a future release. This field is only available if you select the Price radio button. You can set up the default sales currency for supplier allowance deals in Customer Service Control Maintenance.
Deal Currency	Enter a valid currency for the deal, or click the Lookup button to select a currency for the deal. For information on setting up currencies, see Currency Maintenance.

Rules Tab Fields and Buttons

Field or Button	Description
All (Customers)	Select this check box if the rule is for all customers. This check box is selected by default.
Customer Code	Enter a customer code if the rule is for a specific customer, or click the Lookup button to select a customer. This field is only enabled if you clear the All check box to the left of it.
All (Customer Divisions)	Select this check box if the rule is for all customer divisions. This check box is selected by default.
Customer Division	Enter a customer division if the rule is for a specific customer division, or click the Lookup button to select a customer division. This field is only enabled if you clear the All check box to the left of it.
All (Shipping Locations)	Select this check box if the rule is for all shipping locations. This check box is selected by default.
Ship. Loc. Prefix	Enter a shipping location prefix if the rule is for a specific shipping location, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All check box to the left of it.
All (Sales Groups)	Select this check box if the rule is for all sales groups. This check box is selected by default.
Sales Group	Enter a sales group if the rule is for a specific sales group, or click the Lookup button to select a sales group. This field is only enabled if you clear the All check box to the left of it.
All (Countries)	Select this check box if the rule is for all countries. This check box is selected by default.
Country	Enter a country if the rule is for a specific country, or click the Lookup button to select a country. This field is only enabled if you clear the All check box to the left of it.
All (Sales Territories)	Select this check box if the rule is for all sales territories. This check box is selected by default.
Sales Territory	Enter a sales territory if the rule is for a specific sales territory, or click the Lookup button to select a sales territory. This field is only enabled if you clear the All check box to the left of it.
All (States)	Select this check box if the rule is for all states. This check box is selected by default.
State/Province	Enter a state or province if the rule is for a specific state or province, or click the Lookup button to select a state or province. This field is only enabled if you clear the All check box to the left of it.
Ignore Free Goods	Select this check box to not include products with a price of zero (such as products given away free for a promotion) in quantities for the rule.
Start Date	Enter the first date in a range of dates for which the rule is valid, or click the drop-down arrow to select a date.
End Date	Enter the last date in a range of dates for which the rule is valid, or click the drop-down arrow to select a date. The rule is considered expired after this date.
Level 1-10 Units	Enter up to ten quantity breaks for the rule. If you want to enter more than ten quantity breaks, you can enter up to ten more quantity breaks in the Rules grid. Note Unit quantity breaks must be entered in ascending quantity sequence. Example You are setting up a deal for which the supplier receives $2 per unit if 100 units are sold, $3 per unit if 200 units are sold, and $5 per unit if 300 units are sold. To set up the rule for this, enter 100 in the Level 1 Units field, 200 in the Level 2 Units field, and 300 in the Level 3 Units field.
Level 1-10 Allowance	Enter the per unit supplier allowance amount for each quantity break. If you enter more than ten quantity breaks in the Rules grid, verify a supplier allowance amount is entered for each quantity break. Example You are setting up a deal for which the supplier receives $2 per unit if 100 units are sold, $3 per unit if 200 units are sold, and $5 per unit if 300 units are sold. To set up the rule for this, enter 2 in the Level 1 Allowance field, 3 in the Level 2 Allowance field, and 5 in the Level 3 Allowance field.
Add	Click this button to add the entered rule to the selected deal.
Remove	Click this button to remove the selected rule from the Rules grid.
Rules	This grid displays rules for the selected supplier allowance deal, and allows you to enter an additional ten quantity breaks and per unit allowance amounts for each rule.

Product Groups Tab Fields and Buttons

Field or Button	Description
All Rules	Select this check box if the product group rule applies to all rules entered on the Rules tab. This check box is selected by default.
Rule Code	Enter a rule code for the product group rule, or click the Lookup button to select a rule code. This field is only enabled if you clear the All Rules check box. You can view rule codes on the Rules tab.
Group Code	Enter a supplier allowance product group code for the product group rule, or click the Lookup button to select a supplier allowance product group code. For information on setting up supplier allowance product groups, see Supplier Allowance Product Group Maintenance.
Group Name	Enter a supplier allowance product group name for the product group rule, or click the Lookup button to select a supplier allowance product group name.
Add	Click this button to add the entered product group rule to the selected deal.
Remove	Click this button to remove the selected rule from the Product Group Rules grid.
Product Group Rules	This grid displays product group rules for the selected supplier allowance deal.