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:
From the Reports > End of Month Reports > Customer Reports menu, select Customer Sales Rebates to display the Customer Sales Rebates Report window.
From the File menu, select Automated Vendor Lookup to display the Automatic Vendor Rebate Lookup window.
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.
In the Branches field, enter the branch, branches, or territories to include in the vendor selection.
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.
Do one of the following to run the lookup:
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.
From the File menu, select Begin to run the lookup immediately.
More Options When Selecting Vendors Automatically
Review the view-only information vendor lookup IDs that the system has already run after you enter the ID in the Lookup ID field.
You can also use the following additional options when selecting vendors:
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To.. |
Select this menu... |
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use the vendor list from a lookup ID when it is finished building |
File > Select These Vendors |
See Also: