You must run the Vendor Volume Rebate Build to retrieve the latest information about your vendor volume rebates, including your percent to target and total dollars.
Run the build based on your business needs. If you do not have many volume rebates available, you may run this build once a week. If you frequently take advantage of vendor rebates, you can run the build nightly to ensure you have the most current data each morning.
Depending on how long it takes for your rebate data to process, you may want to run the build during off-hours. You can also run during normal hours, but tell the system to pause or sleep during specific times. For example, if you run the build for all your vendors, you may choose to run that overnight. If you run the build for a single vendor program, you may run that during lunch because the time impact is minimal.
You can purge the data after a certain number of months, as needed. Most companies traditionally keep 36 months worth of information to track the success of the rebate programs.
Note: Users must be authorized to view and edit this window.
To build and schedule the vendor volume rebate data:
From the Purchase > Vendor Volume Rebate menu, select Vendor Volume Rebate Build to display the build options.
In the Branch/Terr/All field indicate the branch or branches for which you want to build the data.
Note: If your Vendor Volume Rebate Program is set for multiple branches, the build always runs for all associated branches. For example, if your Lighting program is set for Br 1 and Br 2 and you run the build with only Br 1 in the Branch field, the system runs the build for both branches anyway. This ensures that your data is always accurate for the defined branches in the program.
In the As of Date field, indicate the ending date from which you want to gather vendor volume information. Any program active on or before this date are included in the build.
In the Vendor field, select the vendor for which to run the build. Leave it blank to run for all vendors, however running for all vendors will take more time depending on how many active programs you are running.
In the Program Name field, identify which specific program you want to run the build for. Leave it blank to run for all programs associated with the selected vendor.
Note: This field only activates if a vendor is selected.
Use the Include Inactive Rebates check box to include any rebates older (prior to) the selected As of Date in Step 3.
Use the Sleep During Business Hours area to enter the times of day when, if you are running a time-consuming build, you want to suspend the build so as not to impact the day-to-day system processes.
A message is sent to your Eclipse user when the build completes.
Use Purge Maintenance to purge outdated, unneeded rebate data from your files. By default, the system keeps 36 months of data.
To setup the purge process:
From the Maintenance > Merge/Purge menu, select Purge Maintenance.
In the Purge File column, select VENDOR.VOL.REBATES.
The system defaults to the recommended number of months in the Keep Months column.
Adjust the Keep Months field value, as needed.
Save your changes.