Table of Contents

View Rebate Entries

Rebate entries show the rebate transactions. They are created as a result of posting a sales document, such as a sales order or sales credit memo, or can be created directly by posting a rebate journal line.

View rebate entries

The Rebate Entries page contains information about rebate transactions such as document type and number, customer, rebate number, and currency.

  1. Choose the icon, enter Rebate Entries, then choose the related link.

    Using the following information, you can understand the entries:

    • Amount: The total amount of the entry that applies to the sales document. You can drill down on this field to view the details that make up this value. This value is shown in the currency of the entry.

    • Amount ($): The total amount of the entry that applies to the sales document. You can drill down on this field to view the details that make up this value. This value is shown in the local currency.

    • Amount Posted to G/L: The total amount of the entry that has been posted to the general ledger.

    • Remaining Amount: The amount of the entry that needs to be applied to the customer. You can drill down on this field to view the details that make up this value. This value is shown in the currency of the entry.

    • Remaining Amount ($): The amount of the entry that needs to be applied to the customer. You can drill down on this field to view the details that make up this value. This value is shown in the local currency.

    • Open: Specifies if the entry has been fully applied to the pay-to customer account

  2. On the Rebate Entries page, select Entry > Detailed Rebate Entries to view detailed information about the entry.

  3. Select Entry > Show Document to open the document associated with the rebate.

  4. Select Entry > Customer to open the customer record.

    Tip

    Select Home > Find entries to find entries related to specific documents.

View detailed rebate entries

The Detailed Rebate Entries page is used to view the details of each rebate transaction. From here, you can view the item information that the rebate applies to.

  1. Choose the icon, enter Detailed Rebate Entries, then choose the related link.

    Tip

    Select Home > Find entries to find detailed entries related to specific documents.