Guidelines for Transitioning to Rebates and Trades Promotions SuiteApp
Read the following guidelines before you transition from Rebate Management SuiteSolutions to Rebates and Trade Promotions SuiteApp:
Set Up
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Set the target for the transition date which can be a closing of a month, a quarter, a year, or any accounting period for when you will settle rebates.
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Ensure external IDs are unique for each of the agreement details. If there's an issue during installation, then you rename any conflicting External IDs on your agreement templates.
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Don't keep rebate agreements active in both the Rebate Management SuiteSolutions bundle and the Rebates and Trade Promotions SuiteApp.
Rebate Preferences
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Select both Item and Item Classification in the Item Inclusion criteria then select Item in the Item Exclusion criteria.
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Select both Customer and Customer Classification in the Customer Inclusion criteria then select Customer in the Customer Exclusion criteria.
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Select both Vendor and Vendor Classification in the Vendor Inclusion criteria then select Vendor in the Vendor Exclusion criteria.
Settlement
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Set the status of all rebate agreements in the SuiteSolutions as Completed or Expired so you can process the rebate settlements in the SuiteApp.
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The rebate agreements in the SuiteApp should not be active before your target transition date.