Transitioning from Rebate Management SuiteSolutions to Rebates and Trade Promotions SuiteApp

Transitioning from SuiteSolutions to SuiteApp:

1. Set up Rebates and Trade Promotions SuiteApp-This procedure includes enabling required features in your NetSuite account, installing the Rebates and Trade Promotions SuiteApp, and configuring roles and permissions.

   Additionally, you must also set up accounting item records and vendor and customer records. See Setting Up the Rebates and Trade Promotions SuiteApp.

2. Set up Rebate Preferences-After you install the SuiteApp and complete the necessary item, customer, and vendor records, you must then create a Rebate Preferences record. The system uses this record to categorize which records contain the same criteria for applying rebates when you import rebate agreements. See, Setting Rebate Preferences.

3. Remove Rebate-related Fields on Transaction Forms-Remove added fields in existing customized transactions forms in the SuiteSolutions bundle to avoid inconsistencies in the records during the import process.

   You must remove the following fields from the transaction forms:

   Transaction Body Fields	Sublist/Column Fields
   Calculate Rebates in Background	Est. Unit Cost
   Est. Extended Cost	Est. Extended Cost
   Est. Gross Profit	Est. Gross Profit
   Est. Gross Profit Percent	Est. Gross Profit Percent
   Est. Rebate Impact	GP Amt after Rebates
   Est. Gross Profit (net of Est. Rebate)	GP % after Rebates
   Est. Gross Profit Percent (net of Rebate)	Show Purchase Agreements
   RM | Base Currency – assign to Rebates tab	Purchase Rebate Amt
   Total Customer Rebates	Total Purchase Rebate
   Total Purchase Rebates	Selected Rebates(Customer Agreements)
   -	Customer Rebate Amt
   -	Show Customer Agreements
   -	Total Customer Rebate

4. Undeploy Scripts from Rebate Management SuiteSolutions-You must undeploy rebate-related scripts used in the SuiteSolutions bundle to ensure that no unnecessary scripts run in the background. The Rebate and Trade Promotions SuiteApp contains its own scripts which do not have to run alongside the scripts in the SuiteSolutions bundle.

   Real-time Calculation Scripts:

   • NSTS | RM -Asnc Proces Script 1

   • NSTS | RM -Asnc Proces Script 2

   • NSTS | RM -Asnc Proces Script 3

   • NSTS | RM -Asnc Proces Script 4

   • NSTS | RM -Asnc Proces Script 5

   Real-time Calculation Scripts:

   • NSTS | RM -ASync Process Script Sched Run

   • NSTS | RM -ASync Process Script SS

   • NSTS | RM -ASync Process Script Sched Run

5. Import Rebate Agreement Records-Complete the following steps to begin the import process of rebate agreements:

   Note:

   Review and follow the guidelines for importing rebate agreement records. See Guidelines for Importing Rebate Agreement Records.

   1. Download the rebate agreement records from the SuiteSolutions bundle using a Saved Search.

   2. Download the Rebate Agreement Template from the Rebates and Trade Promotions SuiteApp. See CSV Template Locations of Rebate Agreement Records.

   3. Copy the information from the SuiteSolutions rebate agreement records to the Rebate Agreement Template.

   4. Import agreement records from the Saved Search to Rebates and Trade Promotions SuiteApp. See Importing Rebate Agreements Using a CSV File.

   5. Enter the following required information:

      SuiteSolutions Field	SuiteApp Field	Additional Information
      Agreement Name	Agreement Name	-
      Agreement Start Date	Agreement Start Date	Set the agreement start date to the planned date of transition to SuiteApp.
      Subsidiary	Subsidiary	-
      Agreement End Date	Agreement End Date	-
      -	No End Date	No mapping available
      Stackable	Stackable Rebate	-
      -	Transaction Type	No mapping available
      -	Payment Type	No mapping available
      -	Status	No mapping available
      -	Payer	No mapping available You can choose from a list of vendors or customers.
      Claim Item	Accounting Item	-
      Remittance Type	Settlement Method	-
      Contract Reference	Agreement Reference #	-
      -	Auto Claim/Auto Disburse	No mapping available
      -	Comments	No mapping available
      -	Settlement Frequency	No mapping available

6. Import Rebate Agreement Details Records-Complete the following steps to begin the import process of rebate agreement details:

   1. Download the agreement details records from the SuiteSolutions bundle using a Saved Search.

   2. Download the Rebate Agreement Detail Template from the Rebates and Trade Promotions SuiteApp. See CSV Template Locations of Rebate Agreement Records.

   3. Copy the information from the SuiteSolutions rebate agreement details records to the Rebate Agreement Details Template.

   4. Enter the following required information:

      SuiteSolutions Field	SuiteApp Field	Additional Information
      Agreement	Rebate Agreement	-
      -	External ID	Unique ID used to group criteria for each RAD
      Eligible Customer	Customer (Inclusion)	-
      Eligible Customer Classification	Customer Classification (Inclusion)	-
      Eligible Item	Item Name/Number (Inclusion)	-
      Eligible Item Classification	Item Classification (Inclusion)	-
      -	UOM (Inclusion) Units Type	Units Type defined in UoM Master
      Limiting UoM	UOM (Inclusion)	UoM within the UoM Type selected above
      -	Calculation Method	No direct mapping available. Please refer to the Help Guide for description.
      Rebate Percentage	Calculation Amount	-
      -	Calculation Basis	The Cost basis used to calculate rebates
      -	Rebate Cost	-
      -	Price Pass-through Type	No direct mapping available. Use percentage or flat amount
      Price Pass-through Value / Price Pass-through Percentage	Price Pass-through Value	Use one of the SuiteSolutions’ fields depending on the Type.
      -	Calculation UOM Units Type	No direct mapping available. Please refer to the Help Guide for description.
      -	Calculation UOM	No direct mapping available. Please refer to the Help Guide for description.
      -	Rebate Scheme	No direct mapping available. Please refer to the Help Guide for description.
      -	Rebate Value Type	No direct mapping available. Please refer to the Help Guide for description.
      -	Aggregate	No direct mapping available. Please refer to the Help Guide for description.
      -	Tier Name	No direct mapping available. Please refer to the Help Guide for description.

   5. Import rebate agreement details records from the Saved Search to Rebates and Trade Promotions SuiteApp. See Importing Agreement Details Using a CSV File.