Menu Path: Customer Service Suppliers Supplier Allowances Supplier Allowance Processing
Process supplier allowances.
Use Supplier Allowance Processing to process supplier allowances for invoices created within a specified range of dates. You can specify to perform processing for all or a specific customer, supplier allowance deal, and/or supplier allowance product group.
Note Supplier allowances can only be processed once for a date range for each deal.
You can only process supplier allowances for active supplier allowance deals. For information on setting up supplier allowances, see Using Supplier Allowances.
To process supplier allowances:
Enter a range of invoice dates for which you want to process supplier allowances.
If you want to only calculate supplier allowances for a specific supplier, supplier allowance deal, and/or supplier allowance product group, clear the appropriate All check box, and enter the supplier, supplier allowance deal, and/or supplier allowance product group code or name.
Click the Print Options tab, and select output options for the Supplier Allowance Process Report that outputs when you process supplier allowances.
Click the Process button in the ribbon. The software calculates supplier allowances based on active supplier allowance deals. The Supplier Allowance Process Report is output and summarizes the calculated supplier allowances.
Button |
Description |
Exit |
Click this button to close the Supplier Allowance Processing window. |
Process |
Click this button to process supplier allowances based on active supplier allowance deals. |
Field or Button |
Description |
Enter the first date in a range of invoice dates for which you want to process supplier allowances, or click the drop-down arrow to select a date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last date in a range of invoice dates for which you want to process supplier allowances, or click the drop-down arrow to select a date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to process supplier allowances for all suppliers. This check box is selected by default. |
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Enter a supplier code for which you want to process supplier allowances, 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. |
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Enter a supplier name for which you want to process supplier allowances, 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. |
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Select this check box to process supplier allowances for all supplier allowance deals. This check box is selected by default. |
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Enter a supplier allowance deal code for which you want to process supplier allowances, or click the Lookup button to select a supplier allowance deal code. This field is only enabled if you clear the All check box to the left of it. |
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Enter a supplier allowance deal name for which you want to process supplier allowances, or click the Lookup button to select a supplier allowance deal name. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to process supplier allowances for all supplier allowance product groups. This check box is selected by default. |
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Enter a supplier allowance product group code for which you want to process supplier allowances, or click the Lookup button to select a supplier allowance product group code. This field is only enabled if you clear the All check box to the left of it. |
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Enter a supplier allowance product group name for which you want to process supplier allowances, or click the Lookup button to select a supplier allowance product group name. This field is only enabled if you clear the All check box to the left of it. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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