Thank you for your interest in our solution, please fill out the below questionnaire to the best of your knowledge.
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Company Name:
Primary Contact:
Phone:
Email Address:
Enhancement Evaluators
Function in the company
Role during implementation
# 1
# 2
# 3
# 4
Additional Comments
Acumatica Edition
Acumatica Resource Level
New Acumatica Implementation
IF NO, number of years using Acumatica
Planned Live Date
Critical Issue / Business Pain to address 1
Current Process
Critical Issue / Business Pain to address 2
Current Process
Critical Issue / Business Pain to address 3
Current Process
SQ
Comments
Rebate Agreements
Volumes
# of Rebate Programs
Processing of Customer Rebates
# of Customer Rebate Paying Sales Order per month
Processing of Vendor Rebates
# of Vendor Rebate Paying Sales Order per month
Rebate Calculation based on date ranges
Need to specify rebate payment transaction on sales order's header
Posting to GL by rebate program
Posting to GL by rebate program
Rebate Calculation Methods
Quantity sold
Sold quantity based on transaction levels
Rebate amount based on selling price
Other 1
Other 2
Transaction Generation
Need to create an A/P Debit Memo to Vendors for earned rebate amount
Need to create an A/R Credit Memo to Customers for earned rebate amount
Reporting
Desired Reporting Level
By Customer
By Invoice
By Invoice line item / detail
