(Vendor Rebate users only)
If you've never used Vendor Rebates before, use the following procedure to set up the options, G/L, and Security for the Vendor Rebates application. These settings only have to be set up once.
The Licensing Department or Eagle Advice Line must activate the flag "Vendor Rebates Allowed" and "Create G/L trx's from ITR records for rebate" (if you have General Ledger) in Options Configuration.
If you use General Ledger, set up a "Rebates Due" and a "Rebates Received" account in the Chart of Accounts. If you use automatic passoff, enter the "Rebates Due" account in the Set Up G/L Passoff window.
You must manually post "Rebates Received" to General Ledger. Only "Rebates Due" is automatically passed off to G/L (via GLP, which passes off ITR records including "Rebates Due").
Assign security for the Rebate Tracking Viewer to the appropriate employees, as follows:
Assign bit 726 for employees who will have access to the Rebate Tracking Viewer.
Assign bit 727 for employees who will be allowed to make changes in the Rebate Tracking Viewer (i.e. they can enter the Rebate Received Amount, the Rebate Received Date, etc.).