Selecting Vendors with Rebates Automatically for the Rebate Report

When you run the Customer Sales Rebate Report, you can select a list of vendors to include in the report that was automatically generated. The automated selection process searches through the pricing matrices in the system to find vendors with rebate within the date range you specify.

Using the automatic vendor selection process helps to ensure that you include all the vendors in the report who have rebates. Missing vendors that do have rebates can cost you money each time you file for rebates.

To select vendors with rebates automatically for the rebate report:

  1. From the Reports > End of Month Reports > Customer Reports menu, select Customer Sales Rebates to display the Customer Sales Rebates Report window.

  2. From the File menu, select Automated Vendor Lookup to display the Automatic Vendor Rebate Lookup window.

  3. In the Lookup ID field, select a vendor lookup ID to make changes to an existing template, or click New and enter the ID of the new lookup template.

If the system is currently gathering vendors for the lookup ID you entered, the Vendor List at the bottom of the window displays a detailed message.

  1. In the Branches field, enter the branch, branches, or territories to include in the vendor selection.

  2. In the Start Date and End Date fields, enter the date range to select vendors with rebates that are active between these two dates.

Use variable dating if you plan to schedule the vendor lookup to run on a regular basis.

  1. Do one of the following to run the lookup:

  2. From the Options menu, select Schedule and schedule the lookup to run once at a later time or on a recurring basis. For more information, see Scheduling Phantom Processes.

  3. From the File menu, select Begin to run the lookup immediately.

More Options When Selecting Vendors Automatically

Review the Closedview-only information vendor lookup IDs that the system has already run after you enter the ID in the Lookup ID field.

Field

Description

Last Run By User

The ID of the user who last ran the vendor lookup to gather vendors with rebates.

Last Run Date

The date the lookup was last run. Use this information to determine if you have the latest list of vendors in the rebate report.

Last Run Time

The time, stated in your user time zone, the lookup was last run. Use this information to determine if you have the latest list of vendors in the rebate report.

Vendor List

The vendors who were automatically selected the last time the lookup was run.

If this list is empty, the lookup ID has not run, or was stopped before the system finished gathering vendors. Restart the lookup using the File > Begin option.

To edit the list of vendors before running the report, select File > Select These Vendors and return to the Customer Sales Rebate Report window. To edit the list of vendors included in the report, click the Multiple button next to the Vendors field and edit the list. These changes only apply to the Customer Sales Rebate Report. The list of vendors associated with the Lookup ID remains unchanged.

You can also use the following additional options when selecting vendors:

To..

Select this menu...

use the vendor list from a lookup ID when it is finished building

File > Select These Vendors

See Also:

Running the Customer Sales Rebates Report

Scheduling Phantom Processes