Editing Rebate Agreements and Agreement Details

The values on the Applicable Rebates window change if you modify the following fields of a rebate agreement or agreement details record:

Stackable
Status
Payer
Payee
Calculation Method
Calculation Amount
Price Pass-through Type
Price Pass-through Value
Rebate Tiers

To edit a rebate agreement, go to Rebate Management > Rebate Agreements > Rebate Agreements and click Edit beside the rebate agreement that you want to edit.

Check the following guidelines when editing a rebate agreement:

Agreement Start Date:

You can change the agreement start date if no transactions are linked to the rebate agreement.

Agreement End Date:

You can move the agreement end date to a current or future date with or without transactions linked to the rebate agreement.

Settlement Method:

You must specify a settlement method before generating a settlement.
When creating rebate agreements with auto claim and auto disburse settlement, you must select a value for the settlement method and settlement frequency.

Agreement Details:

You can edit an unexpired agreement details record that is linked to transactions if the rebates are not yet claimed or disbursed.
You can remove the agreement details record if there are no transactions are linked to the record.
The Agreement Details subtab always shows the latest version of an agreement detail. A new version of an agreement detail is created when you edit any field of that record. The new version contains the updated values of the edited fields while the previous version contains the prior values.

On the transaction line, the Agreement Detail ID column shows the hyper-linked version number of the record. When you click the Agreement Detail ID, the Version History pop-window appears showing versions of the agreement when the record was edited.
To add a new rebate agreement details record, read Adding Agreement Details.
Agreement details for transactional or standard rebates cannot be changed to volume rebates. Similarly, after you set the agreement details to use volume rebates, you cannot change it to standard rebates.

Rebate Tiers:

If you change the minimum and maximum tier values while creating a transaction, the best deal selections on the Applicable Rebates window also change. For more information about best deals, see Best Deal on Rebates.
After you create and save a volume agreement details, you can no longer edit the customer and item criteria, and the accounting information. When you edit a volume agreement details, you can only update the values under the rebate tiers section.

Status:

The RM Rebate Agreement Status Update script runs daily at 12:00 AM to check and update the agreement status according to the scheduled start date and end date of the rebate agreement. The status changes either from Planned to Active, Active to Expired, or Expired to Complete.

From	To	Guidelines
Draft	Planned	The Agreement Start Date and End Date must be set to a future date. The Agreement End Date cannot be earlier than the Agreement Start Date.
Draft	Active	The Agreement Start Date must occur on or before the current date. The Agreement End Date cannot be earlier than the Agreement Start Date. The Agreement End Date can be the same as the Agreement Start Date if the start date is a current date.
Planned	Active	The Agreement Start Date must occur on or before the current date. The Agreement End Date cannot be earlier than the Agreement Start Date.
Planned	On Hold	The Agreement Start Date and End Date are not editable after switching the status to On Hold.
Active	Planned	The Agreement Start Date and End Date must be set to a future date. The Agreement Start Date cannot be moved to a future date if transactions are linked to the rebate agreement. The Agreement End Date cannot be earlier than the Agreement Start Date.
Active	On Hold	Changing the status from Active to On Hold disables the date fields.
Active	Expired	Editing the Agreement Start Date is not allowed. The Agreement End Date must be set to a current date.
On Hold	Planned	The Agreement Start Date and End Date must be set to a future date. The Agreement End Date cannot be earlier than the Agreement Start Date. The start date can be moved to a future date if there are no rebate transactions linked to the rebate agreement.
On Hold	Active	The Agreement Start Date must occur on or before the current date. The Agreement End Date cannot be earlier than the Agreement Start Date. The Agreement End Date can be the same as the Agreement Start Date if the start date is a current date.
On Hold	Expired	Editing the Agreement Start Date is not allowed. The Agreement End Date must be set to a current date.
Expired	—	Rebate agreements expire after the Agreement End Date has passed. Expired rebate agreements are not editable.
Expired	Complete	Rebate agreement status automatically switches to Complete after rebates are fully settled. Rebate agreements with Complete status are not editable. To renew a rebate program, create a new rebate agreement record and set a new validity period.

From

Guidelines

Draft

Planned

The Agreement Start Date and End Date must be set to a future date.
The Agreement End Date cannot be earlier than the Agreement Start Date.

Draft

Active

The Agreement Start Date must occur on or before the current date.
The Agreement End Date cannot be earlier than the Agreement Start Date.
The Agreement End Date can be the same as the Agreement Start Date if the start date is a current date.

Planned

Active

The Agreement Start Date must occur on or before the current date.
The Agreement End Date cannot be earlier than the Agreement Start Date.

Planned

On Hold

The Agreement Start Date and End Date are not editable after switching the status to On Hold.

Active

Planned

The Agreement Start Date and End Date must be set to a future date.
The Agreement Start Date cannot be moved to a future date if transactions are linked to the rebate agreement.
The Agreement End Date cannot be earlier than the Agreement Start Date.

Active

On Hold

Changing the status from Active to On Hold disables the date fields.

Active

Expired

Editing the Agreement Start Date is not allowed.
The Agreement End Date must be set to a current date.

On Hold

Planned

The Agreement Start Date and End Date must be set to a future date.
The Agreement End Date cannot be earlier than the Agreement Start Date.
The start date can be moved to a future date if there are no rebate transactions linked to the rebate agreement.

On Hold

Active

The Agreement Start Date must occur on or before the current date.
The Agreement End Date cannot be earlier than the Agreement Start Date.
The Agreement End Date can be the same as the Agreement Start Date if the start date is a current date.

On Hold

Expired

Editing the Agreement Start Date is not allowed.
The Agreement End Date must be set to a current date.

Expired

—

Rebate agreements expire after the Agreement End Date has passed.
Expired rebate agreements are not editable.

Expired

Complete

Rebate agreement status automatically switches to Complete after rebates are fully settled.
Rebate agreements with Complete status are not editable.
To renew a rebate program, create a new rebate agreement record and set a new validity period.

Related Topics