For Carrier Distributors, the Customer Sales Rebate Report contains all the options required in filing Carrier rebate claims. Use the Carrier Rebate columns on the Customer Sales Rebates Report to display additional columns of information that you can export and send in the appropriate format to your Carrier distributors.
Use the Carrier Rebate Setup control maintenance record to identify the branches and corresponding company and location numbers.
To include Carrier rebate columns:
Complete the normal driver fields for the Customer Sales Rebate Report.
From the File menu, select Report Column Selection to display the Column Selection window.
In the Not Used column select from the following to include the columns for Carrier Rebates that you need to report on:
|
Column |
Description |
Default Width |
|
Carrier Company # |
Distributor company number for the Carrier company. This number is based on the price branch on the sales order. |
10 |
|
Carrier Supplier ID |
The ID assigned to the Carrier Distributor. |
10 |
|
Line Number |
The position of the product on the sales order generation |
5 |
|
Carrier Location # |
Distributor shipping location number assigned each Carrier distributor branch. This number is based on the shipping branch of the sales order. |
10 |
|
Order Date |
The date from the order Header tab: the create date of the sales order. |
8 |
|
Carrier Order Code |
Carrier code to separate sale types:
|
2 |
|
Carrier Partner ID |
ID assigned to the Carrier Distributor. |
10 |
|
Serial # |
Serial number of the product on the sales order. Multiple serial numbers: If you are using the carrier rebate setup the system repeats the same information for Qty Ship, Serial#, and Rebate Ext. If you are not using the setup then the system displays the serial numbers one after another and sums up the Qty Ship and Rebate Ext amounts on the first line with the first serial number. |
30 |
|
Zip |
The ZIP code for the bill-to customer as set in Customer Maintenance. |
5 |
Click OK to save your changes and return to the driver screen.