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ID934 - IBPI Vendor Reconcile Overview & Sample

Provides excel list of PO's by Vendor for IBPI purchased over last 3-months.

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Overview

Overview

The majority of our clients are members of IBPI and get rebates based on purchasing. IBPI needs members to confirm purchase amounts from their vendors to ensure all rebates are captured. Up to now this has been done with an eView CEO Juice helps create where members report annually. 

Only a small percentage of IBPI dealers consistently provide their data and IBPI still sees about $1 million in discrepancies each year.

This process will automatically email a quarterly excel doc showing Invoice totals from each designated Vendor Record in eAuto. We can include reports@ibpi.net as recipient to email - please email help@ceojuice.com if you'd like them added. 

This alert requires a custom property called 'IBPI Vendor' be setup in the vendor custom properties. It should be a Yes/No attribute and set to Yes on any vendor you want to show on this report.

 

This is only for CEO Juice clients, others can use our eView instructions.

 

Run Schedule: At time of install and Quarterly (April, July, October, January) on 15th

Type of Output: Email / SSRS Report

 

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Sample

Sample

 

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Variables

Variables

This alert has no variables

 

 

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Alert Functionality

Alert Functionality

-Alert considers AP Invoice Activity for Vendor Records with Custom Property IBPI Vendor set to YES

-Alert will send email quarterly as follows:

April 15th with data from 1/01 - 3/31 
July 15th with data from 4/01 - 6/30
October 15th with data from 7/01 - 9/30
January 15th with data for 10/01 - 12/31

-Alert considers any Vendor Record set with YES on Custom Property IBPI Vendor and reports all Invoice Totals from previous 3-months. Alert logic is hard coded to ONLY consider IBPI Vendor Custom Property (custom Custom Property not available).

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**Please note: Sometimes Custom Properties don't cooperate in eAuto and it will not let you save the Custom Property on the Vendor Record.  If you change another field (i.e. add a comma to address line) on the Vendor Record after adding YES to the Custom Property, then you will see you have option to select OK to save. Unfortunately you do need then go back to remove the fake edit (i.e. comma), but your Custom Property setting will stay.**

-Email provides attached excel doc, so users can sort, filter, summarize, etc. as needed

-You can set this alert to also include IBPI (reports@ibpi.net) on your alert email, but will require request to help@ceojuice.com first. 

 

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OnDemand Report Filters

OnDemand Report Filters

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Select PO Date From / To Range for Report.

Can use Save As Excel File to export and sort/filter/summarize as needed:

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Best Practices & Tips

Best Practices & Tips

Custom Property

Creating Required Custom Property

Step 1: Create Attribute Name IBPI Vendor via Tools / Lists & Codes / Attributes:

**Attribute name and description MUST be exactly as shown here**

Attribute name: IBPI Vendor

Description: IBPI Vendor

Data Type: Yes/No

 

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Step 2: Add attribute to Vendor Record Custom Property Configuration via Tools / Lists & Codes / Configurations (custom properties)

Search for configuration Vendor, use Available attributes in drop down to select IBPI Vendor, select Quick Add (not Default value box checked), then select OK.

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Step 3: Now Custom Property available on Vendor Record to be set to Yes

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**Please note: Sometimes Custom Properties don't cooperate in eAuto and it will not let you save the Custom Property on the Vendor Record.  If you change another field (i.e. add a comma to address line) on the Vendor Record after adding YES to the Custom Property, then you will see you have option to select OK to save. Unfortunately you do need then go back to remove the fake edit (i.e. comma), but your Custom Property setting will stay.**

 

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Related Alerts

Related Alerts

None at this time

 

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