Use Assisted Setup

The Set up sales rebates assisted setup will set up the Sales Rebate Setup page and will add default data.

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

2. In the Get started with apps from NIC Systems Inc group, select Set up sales rebates.

   If you are asked if you want to run the assisted setup again, select Yes.

3. On the Sales Rebates Setup Wizard page, select Next.

4. Populate the following fields:

   Field	Description
   Rebate Nos.	Select the number series used to number sales rebates.
   Use Default Inspection No. Series	Turn the toggle on to create and assign the number series that will be used to number sales rebates. The default is REBATE and starts at RBT000001.
   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.
   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.

5. Select Next.

6. Select Finish.