Generating Vendor Rebate Claims Concept

1. Generating Vendor Rebate ClaimsConcept

2. Generating Vendor Rebate Claims

3. Generating Vendor Rebate Claims Step 1 Begin by navigating to the Generate Claims page. Click thePurchasingmenu.

4. Generating Vendor Rebate Claims Step 2 Click theVendor Rebatesmenu.

5. Generating Vendor Rebate Claims Step 3 Click theVendor Rebate Claimsmenu.

6. Generating Vendor Rebate Claims Step 4 Click theGenerate Claimsmenu.

7. Generating Vendor Rebate Claims Step 5 A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

8. Generating Vendor Rebate Claims Step 6 You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use. Click theAdd a New Valuetab.

9. Generating Vendor Rebate Claims Step 7 Click in theRun Control IDfield.

10. Generating Vendor Rebate Claims Step 8 Enter the desired information into theRun Control IDfield. Enter"CLAIMS".

11. Generating Vendor Rebate Claims Step 9 Click theAddbutton.

12. Generating Vendor Rebate Claims Step 10 Use the Generate Claims page to initiate the Generate Vendor Rebate Claims process.

13. Generating Vendor Rebate Claims Step 11 Use the Through Date field to enter the date through which you want to generate claims.

14. Generating Vendor Rebate Claims Step 12 Use the Claim Run Options field to select the run option. Values are: • Specific Rebate Agreements: Select this option to generate claims for a specific rebate agreement. Once you select this option, select the specific SetID and rebate ID you want to process using the SetID and Rebate ID fields in the Rebate Agreements group box. • All Rebate Agreements: Select this option to generate claims for all rebate agreements. Once you select this option, the Rebate Agreements group box is not available.

15. Generating Vendor Rebate Claims Step 13 Click in theRebate IDfield.

16. Generating Vendor Rebate Claims Step 14 Enter the desired information into theRebate IDfield. Enter"000000000000000003".

17. Generating Vendor Rebate Claims Step 15 Click theRunbutton.

18. Generating Vendor Rebate Claims Step 16 Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

19. Generating Vendor Rebate Claims Step 17 You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field. Click theServer Namelist.

20. Generating Vendor Rebate Claims Step 18 Click thePSNTlist item.

21. Generating Vendor Rebate Claims Step 19 Click theOKbutton.

22. Generating Vendor Rebate Claims Step 20 Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

23. Generating Vendor Rebate Claims Step 21 Click theProcess Monitorlink.

24. Generating Vendor Rebate Claims Step 22 Use the Process List page to view the status of submitted process requests.

25. Generating Vendor Rebate Claims Step 23 The process is finished when the status is Success. If needed, click the Refresh button until the status is Success.

26. Generating Vendor Rebate Claims Step 24 The Run Status is Success.

27. Generating Vendor Rebate Claims Step 25 You have successfully run the Generate Vendor Rebate Claims process. End of Procedure.