Use one of the EDI 849 Rebate Queues (Detail or Summary) to review EDI 849 Response to Product Transfer Account Adjustments (Credit Memos), which a rebate vendor sends to you in response to an 844 Product Transfer Account Adjustment (Rebate Request). The 849 indicates the rebate the vendor has processed. The system can receive an 849 with or without using the Book Letter of Credit feature.
Not Using Book Letter of Credit - When not using the book letter of credit feature, the system places the 849 document in the Hold file and sends you a message.
Using Book Letter of Credit - When the system determines that the 849 being sent back is tied to a rebate purchase order created using the Book Letter of Credit feature, the system updates that purchase order’s rebate detail information in the Rebate Detail file, and sends you a message. Use the Using the EDI 849 Rebate Detail Queue to review the 849 detail.
To review an EDI 849 that does not use the Book Letter of Credit feature:
Note: The system sends you a message when it receives an 849 document.
View the 849 document in Your Report Queue (Your Hold Files).
Resolve any differences you may have with the vendor, as needed.
Create a payable (negative invoice) for the rebate amount.
To review an EDI 849 that uses the Book Letter of Credit feature:
Note: The system sends you a message when it receives an 849 document. The message contains the ID of the Eclipse rebate purchase order associated with the 849.
From the Purchase > Queues menu, select one of the following:
EDI 849 Rebate Detail Queue - Provides extended details for the orders, such as customer numbers, catalog IDs, payable IDs and invoice numbers.
EDI 849 Rebate Summary Queue - Displays only the payable, the proposed and accepted costs and their differences. Use this queue to resolve those differences.
Exit the queue.
See Also:
Receiving 849 Rebate Responses Overview
Reviewing Book Letter of Credit EDI 849 Rebate Detail Differences
Running the Customer Sales Rebates Report