Table of Contents

Create Rebate Journal Templates

To work with rebate journals, you should set up rebate journal templates and journal batches. The rebate journal templates provides the basic rebate journal structure where you can specify default information for all batches that are created using the template.

  1. Choose the icon, enter Rebate Journal Templates, and then choose the related link.

  2. On the Rebate Journal Templates page, select New.

  3. Populate the following fields:

    Field Description
    Name Enter the name of the rebate journal.
    Description Enter a description of the rebate journal.
    Reason Code Select the reason code, which is a supplementary source code that enables you to trace the entry.
    Increment Batch Name Select the checkbox to indicate if batch names using this template should be automatically incremented. For example, the posting following BATCH001 would automatically be named BATCH002.

  4. Select Batches.

  5. On the Rebate Journal Batches page, populate the following fields:

    Field Description
    Name Enter the name of the rebate batch.
    Description Enter a description of the rebate batch.
    Reason Code Select the reason code, which is a supplementary source code that enables you to trace the entry.