Create Rebate Job Queues
Create Calculate Rebates Job Queue
You can set up a job queue that will automatically calculate rebates that were not calculated when sales documents were posted.
Choose the
icon, enter Job Queue Entries, then choose the related link.On the Job Queue Entries page, select New.
On the Job Queue Entry Card page, in the General FastTab, populate the following fields:
Field Description Object Type to Run Select Codeunit. Object ID to Run Select 23094383 (NICSOF Run Calculate Rebates). Set the dates and times you want the task to run.
Select Home > Set Status to Ready.
Important
If you want the system to calculate rebates for credit memos, the Calculate Sales Cr. Memo Rebates toggle must be turned on in the Sales Rebates Setup page.
Posted documents that already have at least one calculated rebate entry will not be re-calculated. If you need to adjust a document that already has calculated rebates, use the rebate journal.
Create Post Rebates to G/L Job Queue
You can set up a job queue that will automatically post calculated rebates to the general ledger.
Choose the
icon, enter Job Queue Entries, then choose the related link.On the Job Queue Entries page, select New.
On the Job Queue Entry Card page, in the General FastTab, populate the following fields:
Field Description Object Type to Run Select Codeunit. Object ID to Run Select 23094375 (NICSOF Run Post Rebates To G/L). Set the dates and times you want the task to run.
Select Home > Set Status to Ready.
A rebate can be configured to post the balancing entry immediately to the customer (e.g. give the rebate immediately), or they can be set up to accrue to a general ledger balancing account, where they can then be applied later to the customer accounts. The rebate posting group assigned to the rebate defines how the rebate is posted.