How To: Viewing, Changing, and Duplicating an Existing Plan (04-32-01)

Overview

This tutorial describes how to view and change an existing instant rebate plan.

Step-by-Step

Click image to enlarge.

  1. In the ‘Vendor’ field, enter the vendor for the instant rebate plan(s) that you want to view/change.
    • Click the Search button to look up a vendor.

  1. In the ‘Active From’ field, enter the starting date for the instant rebate plan or select it from the calendar.

  1. In the ‘Active To’ field, enter the ending date for the instant rebate plan or select it from the calendar.

  1. To include only active plans in the search results, check the ‘Active Only’ box.

    A plan becomes inactive when the ‘Final billing’ is issued (the ‘Final billing’ box is checked).

    NOTE: You can Print or Export a .csv file of the plans displayed the screen by clicking the respective buttons.

  1. Click Refresh.
    • Whenever the search criteria is changed, you must click the Refresh button to update the results.

  1. Plans meeting the entered criteria appear in the box below.

  1. Click a Plan ID in the box below to view/modify details for a specific instant rebate plan.

Click image to enlarge.

  1. The Plan Setup window appears:
    1. To make changes to the Header information, click in the desired field(s) and make the necessary modifications.
    2. To add a new item to the plan, enter the item information in the ‘Item Add’ section of the screen (as described in the ‘Creating a New Plan’ tutorial) and click the Add button.
    3. To make changes to an existing item, you can change the ‘Instant Rebate’, ‘Rebated Price’, ‘Rebate Paid’, and/or ‘Unit Cost Reduction’ using the fields in the box at the bottom of the screen. Alternatively, you can enter the existing item number in the ‘Item’ field of the ‘Item Add’ section and make the changes there. When using this method to make changes, you need to click the ‘Add’ button to apply the modifications.
    4. To duplicate the rebate plan, click ‘Duplicate.’ Enter the date range for the new instant rebate in the ‘Starts’ and ‘Ends’ fields, or select it from the calendar. Then click ‘Duplicate’ again. When the rebate plan has been successfully duplicated, a new window appears with the new plan ID. Click ‘Ok’ to continue.

  1. When you are finished viewing/making changes to the instant rebate plan, click ‘Done’ to return to the Instant Rebate Setup window.
    • Select the duplicated rebate plan from the results to make changes to the fields or items, as needed.
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