Preferences: Sales Programs
- Tatum Garino (Unlicensed)
- Tom Williams
- Emma Greenwood
The Sales Program functional area is used to manage all Accrual, Brokerage, Rebate, Off Book and On Invoice programs. The main tasks performed include maintaining brokerage programs, processing settlements to brokers, and applying rebates to customer balances. The Sales Program functional area integrates with the Financial, Inventory, and Sales functional areas. The purpose of the Sales Programs Preference Page is to configure how these features work. From here, users can set defaults for the transaction classes of the invoices/credit memos created as a result of processing settlements.
Software Version: 2022.06.16 and newer
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Save | Saves all changes. |
| Fields | Description |
| Preference Name | Identifies the Preference that is being setup. |
| Value | A text box or lookup to set the value of the preference. Preference values are always editable and can be changed at any time, unless otherwise specified. |
| Preferences | Description |
| Default | |
| Transaction Class for A/P Program Settlement Returns | Identifies the A/P Transaction Class that will be used when a Brokerage, Rebate or Off Book Settlement results in an AP Credit Memo for the program's Payee. This is a single select lookup that defaults to blank but is required before an AP Credit Memo can be created from a Sales Program Settlement. This is always editable. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' values in ERPx_APTransactionClass where TransactionTypeSK = 2 (Credit Memo). The select Transaction Class must have a 'Default Item' assigned and the assigned item must be 'Active' else the message "The [Transaction Class] Transaction Class is either missing a Default Item or the assigned Default Item is inactive." will be displayed on Save. |
| Transaction Class for A/P Program Settlements | Identifies the A/P Transaction Class that will be used when a Brokerage, Rebate or Off Book Settlement results in an AP Invoice for the program's Payee. This is a single select lookup that defaults to blank but is required before an AP Invoice can be created from a Sales Program Settlement. This is always editable. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' values in ERPx_APTransactionClass where TransactionTypeSK = 1 (AP Invoice). The select Transaction Class must have a 'Default Item' assigned and the assigned item must be 'Active' else the message "The [Transaction Class] Transaction Class is either missing a Default Item or the assigned Default Item is inactive." will be displayed on Save. |
| Transaction Class for A/R Program Settlements | Identifies the A/R Quick Sale Transaction Class that will be used when a Rebate or Off Book Settlement results in an AR Credit/Debit Memo for the program's Payee. This is a single select lookup that defaults to blank but is required before an AR Credit/Debit Memo can be created from a Sales Program Settlement. This is always editable.
The lookup contains a blank value, the current assigned value, and a list of all the 'Active' values in ERPx_ARTransactionClass where TransactionTypeSK = 1 (Quick Sale). This is most typically used in companies that want a way to separate AR transactions made as part of Rebates/Off Book programs from those for traditional Sales/Credits. |
| Item used for A/R Settlements | Identifies the Item that will be used when settling Rebate or Off Book programs to accounts receivable (on a Quick Sale transaction). This is a single select lookup that defaults to blank and is only required if there is a value in the 'Transaction Class for A/R Program Settlements' preference. If missing, the message "The Item used for A/R Settlements is required." will be displayed on Save. This is always editable. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Items with an Item Type of AP Expense, Freight, Misc, or Tax, displayed as [Item ID]: [Item Description]. |
| Reason Code for Write Offs | Identifies the Reason Code that defaults when writing off open program balances. This is a single select lookup that defaults to blank and is not required. If a Reason Code is specified, it will default as the Reason Code for Sales Program Write Offs. If no Reason Code specified, then the reason code will need to be manually assigned to all Sales Program Write Offs. The lookup contains a blank value, the current assigned value, and a list of all the Sales Program write off reason codes. |
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