1. Home
  2. /
  3. V12 Documentation
  4. /
  5. User Guides
  6. /
  7. Rebates & Commissions
  8. /
  9. Inquiries & reports

Inquiries & reports

There are a number of inquiry options available within the Rebates System. Theses include:

  • Rebate Definition Inquiry (RBI110), allows you to inquire on any rebate definition within the system. It also allows for inquiries on customer targets, movements, balances, transactions and rebates earned.
  • Customers Contributing to Rebates Inquiry (RBI200), allows you to inquire on all customers used for a selected rebate. It also allows for inquiries on customer details, customer balances, customer transactions and customer creditor links.
  • Rebates for a Customer (RBI190), allows you too inquire on all rebate definitions used by a selected customer. It also allows you to inquire on the customer balances and transactions for the selected rebates.
  • Rebate Movement Totals (RBI300), allows you to inquire on movement totals for a selected rebate and movement combination. The inquiry screen shows the target values, sales value and targeted and untargeted values for the selected rebate and movement combination.
  • Rebate Customer Balances (RBW340), allows you to inquire on all customer balances for a selected rebate definition and payment cycle.
  • Rebates by Product (RBI210), allows you to inquire on all rebate definitions for a selected item. It also allows the user to view month to date and year to date sales for the selected item.
  • Product Rebates by Type (RBI215),  allows you to inquire on product rebates by rebate type. This program also allows the user to inquire on month to date and year to date sales.

The following reports are available within the Rebates system:

  • Rebate Approval Report (RBR130), is a Trading Agreement Advice. This may be run before or after payment has been made. This is the trading agreement made between the Customer and the Payer regarding rebate requirements.
  • Rebate Customer Profitability (RBR160), is a rebate customer profitability report. For every customer Customer Rebate Balances, which is a report displaying customer rebate balances for a selected rebate number range, rebate payment cycle range, rebate movement type range and customer number range.
  • Rebate Customer that has rebate history details such as Gross sales, Net sales, Cost of sales, Net rebate etc. are put into a Customer Profitability Report and are sequenced as per the sequence selection. This may be displayed as a summary or a detailed report with or without headers & and totals.
  • Rebate Product Profitability (RBR150), is a Rebate Product Profitability report. For every item that has rebate history details such as Gross sales, Net sales, Cost of sales, Net rebate etc. are put into a Rebate Product Profitability Report and are sequenced as per the sequence selection. This may be displayed as a summary or a detailed report with or without headers & and totals.
  • Rebate Definition List (RBR100), displays the following information for each selected rebate definition:
    • Rebate definition masterfile details
    • Rebate customer definition details
    • Rebate master movement target details including all movements, their targeted and untargeted sales amounts
    • Rebate monthly sales profile
  • Rebate Sales Profile (RBR140), allows you to produce a Monthly Rebate Sales Profile list for the selected monthly sales profile range. 
  • GL Interface Definition (RBR370), allows you to produce a Rebate G/L Definition List. The report displays the Rebate G/L Definition File Details for each sequence within the selected sequence number range.
  • Rebate Payment Profile (RBR380), allows you to produce a Rebate Payment Profile List after selection of a sequence number range. The report displays the rebate payment profile file details for each sequence within the selected range.
  • Movement Definition (RBR121), allows you to produce a Rebate Movement Definition List after selection of a rebate movement range. The report displays all rebate movement definitions within the system for the selected rebate movement range.
  • Rebate Returns Profile (RBR390), allows you to produce a rebate returns profile list after selection of a sequence number range. The report displays the rebate returns profile file details for each sequence within the selected range.
  • Customer Rebate Balances (RBR340), which is a report displaying customer rebate balances for a selected rebate number range, rebate payment cycle range, rebate movement type range and customer number range.
  • Reconciliation Report (RBR170), allows you to reconcile the figures from sales and rebates earned between Distribution and Movement totals, Customer balances, Customer transactions and the Rebate History masterfile.
Print Friendly, PDF & Email