Rebate invoice and backup report guide

As part of our technology enhancements, you will notice a new streamlined look to the rebate invoice, rebate backup and the landing page of cardinalhealth.com.

2

To access the Supplier Rebate Portal:

1. You will receive an e-mail from CMDSUPPLIERSERVICE@ cardinal.com indicating that your invoice is ready.

Note: Before accessing the Supplier Rebate Portal, ensure that you have the latest version of Internet Explorer or Google Chrome, as well as the latest version of Adobe PDF Reader. Invoices on the new site are available for an extended period of time; those produced from cardinal.com prior to April 1, 2017 will be available for a limited time on the old site. We recommend that you export and save any legacy data.

2. Go to the Supplier Rebate Portal site. The Identity and Access Management/Enterprise Login screen displays.

Tip: Save the Supplier Rebate Portal site as a favorite.

3. Type your username in the Enterprise ID field.

4. Type your password in the Password field.

5. Click the Sign in button. The Supplier Rebates/Fee Invoice List displays.

6. Under the Invoice Number column, click the invoice you wantto view. The invoice displays.

Supplier Rebate Portal

2

A unique invoice

identifier which is

provided in the email

Displays the line items used to calculate the rebate amount

Indicates the agreement

type the invoice was

generated from

Indicates when the rebate was generated

3

45

6

Tips:

• If you receive a ”Generating pdf view” error message indicating that the system cannot view the document in PDF format, then click the Yes button to download the document.

• When you login into the Supplier Rebate Portal, the invoices listed under the Supplier Rebates/Fee Invoice List may not display. Click the Refresh icon to see them display.

3

Supplier Rebate Portal, cont.

7. To view the line item detail of an invoice, click the Backup link under the Invoice Backup column.

The Supplier Rebate/Fee Invoice Details screen displays.

The Backup link provides item level details which were used to calculate the rebate amount. Two primary tabs exist in the Backup section — Basis Backup and Rebate Backup.

Agreement Number Ranges

Agreement number range Type

6000000000 – 6099999999 DSA/DSP agreements

6100000000 – 6199999999 GWSA agreements

6200000000 – 6299999999 Consumer Health agreements

6300000000 – 6399999999 PP/FSA/GPA agreements

6400000000 – 6499999999 Deals

6500000000 – 6599999999 NLC/BLC agreements

7

Basis Backup is the transactional data including the product cost and the quantities for each transaction.

Rebate Backup pulls the basis amounts and applies the rebate rates to the basis amounts.

This is an example of one of the basis backup and rebate backup files you may see, fields will vary depending on the backup type.

4

Supplier Rebate Portal, cont.

Additional field description: Write-offsWrite-offs display in the Backup for the respective period. For example, if you perform a write-off on January 31, 2017, it displays in the January Backup when generated. The screen shot below illustrates how the write-off line item displays, under the IP type titled “Write-off”.

SAP functionality

Invoice navigation Navigational icons are available in the bottom right-hand corner of the screen. Use these buttons to advance to the next page or return to the previous page.

Save Save the Supplier

Rebates/Fee Invoice List to a local directory.

Print Print the Supplier Rebates/Fee Invoice List.

Find Search for a

specific invoice number.

Refresh Refresh the Supplier Rebates/Fee Invoice List display.

Note: When you login into the Supplier Rebate Portal, the invoices listed under the Supplier Rebates/Fee Invoice List may not display. Click the Refresh icon to see them display.

Send to Send the Supplier Rebates/Fee Invoice List to Mail, User or Ftp.Mail – Send the invoice via e-mail.

User – Send the invoice to specific users in the directory.

Ftp – File Transfer Protocol (Ftp) allows you to send the invoice via a secure file path.

Export Export the file as either a PDF or Excel document.

5

New rebate invoice

This number will match the reference number in the notification email.

Common fields for invoices.

Period that rebate calculation starts and ends which can be monthly, quarterly, or yearly.

The rebate is calculated off of this transaction.

Here are the various options you will see:

Type Transaction Basis

Purchase Goods Receipt

Purchase PO Based

Sales Drop Ship

Sales Sales Based

Indicates the type of rebate (Purchase or Sales) from which the cost of the rebate was calculated.

Here are the various options you will see:

Type Rebate Basis

Purchase Acquisition Cost

Purchase Extended PO Cost

Sales Acquisition Cost

Sales Contract Cost

Represents the invoice number displayed in the email.

The date the invoice was generated.

Based on the payment terms in the contract, this field indicates the number of days that will be added to the invoice date.

The name and address of the supplier

This is an example of one of the invoices you may see, fields will vary depending on the invoice type.

Questions concerning the invoice or backup detail should be sent to CMDSupplierservice@cardinal.com.