Table of Contents

Apply Rebates

After a calculated rebate amount has been applied to the general ledger, if the rebate was not configured to post directly to the customer, you need to apply the rebate amount to the customer’s account where you can then apply it to the sales document, or leave it as an open balance to manually apply or pay out via a refund.

The Apply Rebates to Customer page allows you to see a list of outstanding rebates calculated for each customer. Using this page, you have the option to apply full or partial rebates to customers.

  1. Choose the icon, enter Apply Rebates to Customer, then choose the related link.

  2. On the Apply Rebates to Customer page, in the Pay-to Customer FastTab, populate the following field:

    Field Description
    No.

    Select the customer to which to apply the rebates.

    The rebates will be posted to the customer ledger where they can be applied to an open balance or paid out through a refund, etc.
  3. Select one or more rebates you want to apply to the customer.

  4. Select Home > Set Applies-to ID.

    The Applies-to ID and Amount to Apply fields are populated.

  5. If applicable, in the table, update the following field:

    Field Description
    Amount to Apply If applicable, change the value to a partial amount.
  6. Select Home > Post Application.

  7. On the Post Rebate Application page, populate the following fields:

    Field Description
    Use Source Document No. Turn the toggle on to use the sales document number when posting the rebate entries to the customer.
    Document No. If the Use Source Document No. toggle is turned off, enter the number to be used when posting the rebate entries to the customer.
    Posting Date Select the date the rebate will be posted to the customer.
    Leave Rebates As Open Entries

    Turn the toggle on to leave rebate entries as an open balance in the customer account, so they can be applied or paid out manually.

    If this toggle is turned off, the rebates will be applied to the sales document for which the rebate was calculated.
  8. Select OK.