Create Rebates

The Rebate Card page contains the data that defines the rebate parameters and specifies the applicable items and customers to which the rebate applies. When a sales document is created, the rebate card controls the rebate calculation and ensures the rebate transaction is recorded in the correct accounts.

Create a rebate

1. Choose the icon, enter Rebates, and then choose the related link.

2. On the Rebates page, select New.

3. On the Rebate Card page, in the General FastTab, populate the following fields:

   Field	Description
   No.	Enter a number or let the system assign a number based on the numbering series defined during setup.
   Description	Enter a description of the rebate.
   Rebate Category Code	If applicable, select a category code, which can be used to group rebates.
   Currency Code	If you want to define a foreign currency rebate, select a code for the currency. This capability allows you to calculate rebate according to customer currency preferences. Leave this field blank to use the local currency. If the currency code on the rebate does not match the currency code on the sales document, the rebate will not be applied.
   Starting Date	Select the date the rebate begins. This is the earliest date when the active rebate will be effective.
   Ending Date	Select the date the rebate ends. If you leave the field blank, the active rebate will not end until the Status field is set to Inactive.
   Status	Select a status for the rebate. Draft: Allows the rebate to be edited. If the status is Draft, the rebate entries will not be calculated regardless of the start and end date. When you create a new rebate, the status is automatically set to Draft. You cannot change the status to Draft if the rebate has existing entries. Active: Enables the rebate. Once the status is Active, rebate entries will be calculated based on the start and end date. When you change the status to Active, the system checks whether the required data has already been identified. In the case of missing data, error messages will appear. You cannot edit a rebate with Active status. Inactive: Makes the rebate inactive. If the status is Inactive, rebate entries will not be calculated regardless of the start and end date. You can edit a rebate with Inactive status.

4. In the Calculation Details FastTab, populate the following fields:

   Field	Description
   Calculation Type	Select how the rebate is calculated. Per Sales Unit of Measure: Calculates rebates based on the sales document line quantity. To use this calculation type, you need to select a value in the Unit of Measure Code field. Percentage of Sales Line Amount: Calculates rebates based on a percentage of the sales document line amount. To use this calculation type, you need to specify the rebate percentage. If the Value Type field has a value of Select, then the rebate percentage is entered in the Value field. Per Item Base Unit of Measure: Calculates rebates based on the base unit of measure quantity of the item on the sales line. To use this calculation type, you need to select a value in the Unit of Measure Code field. See the example at the end of this table to see how the Per Item Base Unit of Measure calculation type works.
   Unit of Measure Code	If Per Sales Unit of Measure or Per Item Base Unit of Measure was selected for the Calculation Type field, select a sales unit of measure. A rebate will apply to a document line only if the sales unit of measure on the document line and the rebate matches. Important Even if Per Item Base Unit of Measure code is selected for the Calculation Type field, you still need to select the unit of measure that an item will be sold in and not the base unit of measure.
   Value Type	Select the type of rebate. Specific: Rebate is calculated based on a specific value entered in the Value field. Tiered: Rebate is calculated based on the values entered on the Rebate Tiers page. See Create a tiered rebatefor the steps.
   Value	Enter the value of the rebate. The field is only visible when Per Sales Unit of Measure or Percentage of Sales Line Amount is selected for the Calculation Type and Specific was selected for the Value Type field. The value depends on the selection in the Calculation Type field. Per Sales Unit of Measure: Rebate amount to apply per sales unit of measure. Percentage of Sales Line Amount: Percentage of the rebate based on the sales amount.
   Value (Per Base UOM)	Enter the rebate amount to apply per base unit of measure. The field is only visible when Per Item Base Unit of Measure is selected for the Calculation Type and Specific was selected for the Value Type field. See the example at the end of this table to see how the Per Item Base Unit of Measure calculation type works.

   Per Item Base Unit of Measure Example: If an item has a base unit of measure of KG but is sold by BOX and by CASE, you can set different rebates for each sales unit of measure. For instance, items sold by BOX can have a rebate of $1.00 per KG, while items sold by CASE can have a rebate of $2.00 per KG.

   • For the BOX rebate, select Per Item Base Unit of Measure for the Calculation Type and BOX for the Unit of Measure Code. Set the Value (Per Base UOM) field to 1, meaning that when the item is sold by BOX, the rebate will be $1.00 per KG sold.

   • For the CASE rebate, select Per Item Base Unit of Measure for the Calculation Type and CASE for the Unit of Measure Code. Set the Value (Per Base UOM) field to 2, meaning that when the item is sold by CASE, the rebate will be $2.00 per KG sold.

5. In the Posting FastTab, populate the following fields:

   Field	Description
   Rebate Posting Group	Select the general ledger accounts that will be used when you post rebate amounts.

   Next step is to add customers and items to the rebate. You cannot make a rebate active until at least one customer and item are associated with the rebate.

Create a tiered rebate

You can set up multiple tiers for a rebate, allowing the rebate amount to vary depending on the quantity or amount being sold.

If you selected Tiered for the Value Type field, you need to define the levels that are used in the rebate calculation.

The rebate must have a status of Draft or Inactive in order to create tier.

1. On the Rebate Card page, select Home > Tiers.

2. On the Rebate Tiers page, populate the following fields:

   Field	Description
   Minimum	Enter the minimum value for which the rebate tier will apply. The value depends on the selection in the Calculation Type field. Per Unit of Measure: Minimum number of items that need to be sold to qualify for the rebate. Percentage of Sales Amount: Minimum sales amount that needs to be met to qualify for the rebate.
   Value	Enter the value of the rebate tier. The value depends on the selection in the Calculation Type field. Per Unit of Measure: Rebate amount to apply per unit of measure. Percentage of Sales Amount: Percentage of the rebate based on the sales amount.

3. Close the page.

Add customers to the rebate

At least one customer needs to be added to the rebate before the status can be changed to Active.

The rebate must have a status of Draft or Inactive in order to add customers.

1. On the Rebate Card page, select Home > Customers.

2. On the Rebate Customers page, populate the following fields:

   Field	Description
   Customer Type	Select the customer type that describes the recipient of the rebate. Customer: Include specific customers in the rebate. All Customers: Include all customers in the rebate. Customer Price Group: Include all customers with the same customer price group in the rebate. Customer Discount Group: Include all customers with the same customer discount group in the rebate. Customer Rebate Group: Include all customers with the same customer rebate group in the rebate.
   Customer No.	Select the value that corresponds to the value selected in the Customer Type field.

3. Close the page.

Add items to the rebate

At least one item needs to be added to the rebate before the status can be changed to Active.

The rebate must have a status of Draft or Inactive in order to add items.

1. On the Rebate Card page, select Home > Items.

2. On the Rebate Items page, populate the following fields:

   Field	Description
   Item Type	Select the item type that indicates the items in the rebate. Item: Include specific items in the rebate. All Items: Include all items in the rebate. Item Category: Include all items with the same item category in the rebate. Item Rebate Group: Include all items with the same item rebate group in the rebate.
   Item No.	Select the value that corresponds to the value selected in the Item Type field.

3. Close the page.

Add rebate pay exceptions

When a specific rebate is to paid to a different customer than the customer's usual pay-to customer, you can set up a pay exception for the sell-to customer. Otherwise a rebate entry will be assigned a pay-to customer from the rebate pay-to customer assigned to the sell-to customer (if set), or bill-to customer (if different than the sell-to), or sell-to customer.

The rebate must have a status of Draft or Inactive in order to add pay exceptions.

1. On the Rebate Card page, select Related > Rebate > Pay-to Customer Exceptions.

2. On the Rebate Pay-to Exceptions page, populate the following fields:

   Field	Description
   Sell-to Customer No.	Select the customer for which the rebate is calculated.
   Pay-to Customer No.	Select the customer to which the rebate will be paid.

3. Close the page.

   When a rebate is calculated, the app will determine which customer the rebate is paid to using the following hierarchy:

   • Pay-to Customer No. field on the Rebate Pay-to Exceptions page

   • Pay-to Rebate Customer field on the sell-to Customer Card page

   • Bill-to customer (Customer field in the Invoicing FastTab) on the sell-to Customer Card page

   • Sell-to customer

Copy a rebate

When creating a new rebate card, you have the option to copy some or all the fields of an existing rebate card, instead of starting from scratch.

1. Choose the icon, enter Rebates, and then choose the related link.

2. On the Rebates page, select New.

3. On the Rebate Card page, select Actions > Functions > Copy Rebate.

4. Populate the following fields:

   Field	Description
   From Rebate No.	Select the rebate from which to copy the data.
   Copy Customers	Turn the toggle on to copy customers to the new rebate.
   Copy Items	Turn the toggle on to copy items to the new rebate.
   Copy Tiers	Turn the toggle on to copy tiers to the new rebate.
   Copy Pay Exceptions	Turn the toggle on to copy pay exceptions to the new rebate.
   Copy Attachments	Turn the toggle on to copy attachments to the new rebate.
   Copy Links	Turn the toggle on to copy links to the new rebate.
   Copy Starting & Ending Dates	Turn the toggle on to copy starting and ending dates to the new rebate.

5. Select OK.