Batch Create Rebate Credit Invoice
Explanation
This activity is used to create multiple rebate credit invoices at a time.
Once the rebate transactions are aggregated in settlements, rebate credit invoices
can be created based on those transactions. Note that the rebate credit invoices
created under this activity will not be shown in the Invoiced Sales
and the Detailed Statistics-Invoiced Sales pages, since it is
a money refund and not a sale.
It's possible to schedule the batch creation for later if preferred.
Prerequisites
- The rebate transactions should have been aggregated and the Do Not
Invoice option should not be enabled in the Periodic Settlement,
Periodic Settlements, Final Settlement or Final
Settlements pages.
- The total rebate amount of the periodic settlement should be larger
than zero.
- The total rebate amount of the final settlement to be invoiced should
be larger than zero.
System Effects
- New rebate credit invoices will be created in the Preliminary
status and can be viewed in the Customer Invoice page.
- The periodic settlement in the Periodic Settlements page
will be marked as invoiced.
- The final settlement in the Final Settlements page will
be marked as invoiced.
- The created invoice will be visible in the Customer Invoices Analysis
page.
- If the rebate agreement is based on rebate groups, the Customer
Invoice/Lines tab will have the rebate group in the Sales Part
Rebate Group field. If the rebate agreement is based on assortment nodes,
the Customer Invoice/Lines tab will have the assortment node
in the Sales Part Assortment Node ID field.
- If the batch creation has been scheduled instead of running it immediately,
the scheduled tasks can be seen in the Scheduled Database Tasks
page.