Running the Customer Sales Rebate Report with Hubbell Download

Use the Customer Sales Rebates Report with Hubbell Download to do the following:

Generate a report of product sales eligible for Hubbell rebates.

The report lists each transaction line item for which you are entitled to a rebate. The data for each contract is printed on a separate page, with the last page displaying grand totals for the quantity shipped and rebate extension columns.

Download a text file containing the rebate details, which you can then upload to the Hubbell web site for processing.

To run the Customer Sales Rebates Report with Hubbell Download:

From the Custom menu, select Hubbell Customer Sales Rebates to display the Customer Sales Rebates Report with Hubbell Download screen.
Complete the following fields:

Field	Description
Br/Tr/All	Enter the branch or territory to include in the report. Type All to include all branches and territories.
Start Date and End Date	Enter the date range of invoices to include in the report. The system populates the End Date field with the date entered in the Start Date field. You can enter a calendar date or variable date in these fields.
Customer	Enter the customer for which to run the report. Use the Multi hot key to include selected customers. If left blank, the report includes all customers.
Vendor	Enter the vendor for which to run the report. Use the Multi hot key to include selected vendors. If left blank, the report includes all vendors.
Price Line	To run the report for a price line, enter the price line ID. If you leave this field blank, the system includes all prices lines in the report. Use the Multi hot key to include selected price lines. If left blank, the report includes all price lines.
Buy Line	To run the report for a buy line, enter the buy line ID. If you leave this field blank, the system includes all buy lines in the report.
Product	To run the report for a product, enter the product ID. If you leave this field blank, the system includes all products in the report.
Hubbell Account	Enter the Hubbell account number assigned to the designated branch. If you leave this field blank, the system assigns the account number entered in the Hubbell Branch IDs control maintenance record for the designated branch.
Subtotal on Products	Enter one of the following: Y – Includes subtotals for each product. N – Does not include subtotals. This is the default.
Use COGS or Comm Cost for Rebate Cost	Enter one of the following: COGS – Uses cost of goods sold for rebate cost. Comm Cost – Uses commission cost for the rebate cost.
If Rebate Cost > Actual Cost, use	Enter one of the following to calculate rebate cost: Rebate Cost – Uses the rebate cost when the rebate cost is greater than the actual in-stock cost. Actual Cost – Uses the actual cost when the rebate cost is greater than the actual in-stock cost.
Print Contract Number Column (Y/N)	Indicate whether to add a column to the report that shows the contract number for each item. Y – Adds the last eight characters of the contract number in the contract column of the report. N – Does add the contract number column to the report.

Use the Include/Exclude/Print Opts hot key to display the Include/Exclude/Print Options window and set the following fields:

Field	Description
Include Credits	Enter one of the following: Y – Includes credit sales in the report. This is the default. N – Does not include credit sales in the report.
Directs (Inc/Exc/Only)	Enter one of the following: Include – Includes direct orders in the report. This is the default. Exclude – Excludes direct orders. Only – Includes only direct orders.
Print Kit Components (Y/N)	Enter one of the following: Y – Prints individual kit components. N – Does not print individual kit components. This is the default.

To include cost overrides on your report, use the Cost Ovrd Codes hot key, and enter the cost override codes.
To include the contract number on the report, use the Column hot key to display the Column Setup screen and verify that Column No is in the On Report field.
Use the Hold hot key to generate the report and generate the text file of data for Hubbell.

The system does the following:

Sends the rebate report to your Hold file.
Downloads a text file in the msg-out directory on the Eclipse server. The file name starts with WC and contains the date range for which the report was run. For example, the file name might be WC 02-01-04 to 02-29-04.txt.

Note: To submit your rebate request, you need to upload the text file from the msg-out directory to the Hubbell web site.