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.