Bonus Settlement
You can finalize the bonus with a settlement document. It can be a sales credit memo or a purchase invoice for a sales bonus, or a purchase credit memo or a sales invoice for a purchase bonus. You can also print the bonus summary with the listed source documents used for bonus calculation.
To settle a released bonus
The settlement document can be created as a result of the bonus closing procedure.
- Choose the icon, enter Sales Bonus List or Purchase Bonus List, and then choose the related link
- Open a released bonus card.
- Choose the Close & Settle... action.
- Update the Closing Date field, if necessary and select the Settle field.
- Confirm that you want to open the settlement document card. The settlement document depends on the option that is selected on the Bonus Type Card page in the Sales/Purchase field for the bonus. The following documents are used for bonus settlement:
- a sales credit memo or purchase invoice for a sales bonus, or
- a purchase credit memo or a sales invoice for a purchase bonus.
To settle a closed bonus
The settlement document can be created for a closed bonus on demand. You can create a settlement document both for sales and purchase bonuses.
- Choose the icon, enter Sales Bonus List or Purchase Bonus List, and then choose the related link
- Open a closed bonus card.
- Choose the Close & Settle... action.
- Select the Settle field.
- Confirm that you want to open the settlement document card. The settlement document depends on the option that is selected on the Bonus Type Card page in the Sales/Purchase field for the bonus. The following documents are used for bonus settlement:
- a sales credit memo or purchase invoice for a sales bonus, or
- a purchase credit memo or a sales invoice for a purchase bonus.
To print a bonus summary
A bonus summary printout can be issued from a sales credit memo, a posted sales credit memo, a purchase invoice, a posted purchase invoice, a purchase credit memo, a posted purchase credit memo, a sales invoice, and a posted sales invoice page.
- Choose the action, enter Sales Credit Memos, and then choose the related link
- Open a sales credit memo card.
- Go to Reports and run the Bonus Summary... action.
- Choose the Print or Preview & Close action to process the report.
Caution
The Bonuses & Accruals application allows you to re-create the settlement document from closed bonus card. The user is informed if the settlement document already exists.