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.
Video
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
VariableW: List of expense codes (separated by a comma) assigned to items the should be EXCLUDED (ex: Freight).
**List your Expense Code as shown in Tools / Lists & Codes / Expense Codes
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Alert Functionality
Alert Functionality
1. Freight is not part of AP Invoice total IF freight is at the line item level on the AP invoices. 2. Use VariableW to exclude Freight Expense Code IF set as line item on AP Invoice:
3. Considers AP Invoice Activity for Vendor Records with Custom Property IBPI Vendor set to YES
4. Emails quarterly as follows:
5. 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).
**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.**
6. Email provides attached excel doc, so users can sort, filter, summarize, etc. as needed
7. 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
Select AP Invoice 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
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.
Step 3: Now Custom Property available on Vendor Record to be set to Yes
**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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