Table of Contents

Set Up Sales Rebates

You need to set up the parameters that define how the Sales Rebates app works.

This page can also be set up from the Set up Sales Rebates assisted setup.

  1. Choose the icon, enter Sales Rebate Setup, and then choose the related link.

  2. On the Sales Rebate Setup page, populate the following fields:

    Field Description
    Calculate Sales Cr. Memo Rebates Turn the toggle on to calculate sales credit memos using the same criteria that is used for sales invoices. Alternatively, you can manually post rebates for credits through the rebate journal.
    Rebate Nos. Select a number series to used to assign numbers to rebates.
    Rebate Gen. Jnl. Template Name Select the general journal template you want to use for posting rebate entries to the general ledger.
    Rebate Gen. Jnl. Batch Name Select the general journal batch you want to use for posting rebate entries to the general ledger.