Tracking Rebates in GP

[Vergence]

This is a multipart question so if you only can answer one of the questions please do.

1. We get rebates based on the amount of product we purchase. As an example: we buy 1000 $.50 candy bars and we get a $10 rebate. Is there a way of tracking this so we can get alerts or reports telling us when we reach a rebate level? If so, is there a tiered rebate 'schedule' that we can fill out if the tiers are not uniform?

2. The trick to the problem mentioned above is that not all of our purchasing is done through HQ (and therefore not all purchasing is done through GP). In fact, the only point in our purchase/receiving/payables cycle where our people have all the information about these 'other' purchases is Accounts Payable when we get an invoice for it. Is there a way to enter an 'ordered' amount that we can track the quantities and get alerts/reports telling us we've met a rebate goal?

Note: Don't let the second question scare you off the first question, I'm willing to accept that we may have to force GP purchase orders from remote locations.

Thanks

 

[stef315]

So, you are using RMS with integration then.

I think if you are consistent on doing POs whethere they came from HQ or were directly entered into GP you'd have a better time of it.

You could then either do a Business Alert or a SQL Trigger which would be more flexible. You could also do a Crystal Report that you'd run every so often or something. I like the SQL Trigger or Job though.

 

[Vergence]

I'm using Great Plains 7.5. I have Integration Manager but I haven't been bringing in Inventory yet (we are currently doing payables, next step is purchasing, then inventory).
Our current roadblock is that they want to enter 'quantity information' in Accounts Payable so that they can track it and know when they have reached a rebate level. I don't see any indication in the Payables module that you can enter anything about an invoice other than its amount/vendor info/invoice number. Nothing to indicate that you can track WHAT you are paying for. I expect that WHAT you are paying for is determined by matching a PO in Great Plains with an invoice from the vendor. But if we don't have a PO for it then I'm wondering if there is another way to track WHAT we are paying for.
I'd still like to hear some suggestions:
3. Do I HAVE to enter each purchase as a PO in order to track quantities?
4. Can you create a business alert structure that is tiered (ie: not linear - 100 units, 1000 units, 100,000 units)?
I'm asking this because they are insisting on entering quantity ordered information at the Accounts Payable step of the process and I am not sure how they could go about doing that. Thanks in advance.

 

[Vergence]

*bump*
Still looking for an answer on this problem. Thanks.

 

[stef315]

Sorry, I must not have got a notification of your previous response. I guess I thought you were using RMS but I think you're not. You did say HQ though? There may be something in RMS that tracks that. I could find out if you are using HQ.

So, in order to track quantity purchased, you would have to use Receivings through POP. Don't have to require a PO first though.

You could probably creat a SQL alert of a crystal report that checks those quantities although you'd have to incorporate any rules the rebates have. I'm gathering that the rebates apply even if they are not purchased at the same time. So, the only thing is it wouldn't catch it at the time you are entering.

There may be some third party products that track that stuff.