Rebate Periods
Description
A period is a timeframe during which rebates are applicable, and within each period, we can set vendor targets to activate the rebates.
Setting Up a Period
We can create a new period from the Vendor Periods and Targets page. Each item in the list represents a timeframe during which rebates will apply, and within each period, we can set vendor targets to apply the rebates.
On this page, we can create new periods by clicking the New button. It also offers views that allow us to apply saved filters, such as open periods, and additional buttons to copy periods or access related pages, such as provision movements, purchase statistics, or rebate reports.
The necessary fields to create the period are listed below. This includes a period code, the date range during which it will be active, a description, and the type of invoices to consider for the purposes.
- Invoices included in the targets. The available values are:
- Posted within the Period. Specifies whether the targets for the rebate period will consider all invoices posted within the start and end dates.
- Posted within the Period (If Paid). Invoices that were posted in that period and have been paid by the customer (in or outside the period).
- Paid within the Period. Invoices whose payment was collected within those dates.
Setting Targets
Vendor targets are the criteria that must be met to apply the rebates.
Copying a Period
In the list of periods, we have buttons to copy the selected period, including its vendor targets, vendor tiers, and associated benefits.
