How to Link a Customer Rebates Group to a Customer
Navigate to the Customer Card > Invoicing Tab and populate the Customer Rebate Group field.
How to Link an Item Rebate Group to an Item
Navigate to the Item Card > Sales & Pricing Tab and populate the Item Rebate Group field.
Setup of Sales Rebates
Sales Rebates are set up based on the combination of Customer Rebate Group and Item Rebate Group. Sales Rebates can be set up at 4 levels.
| Option | Description |
|---|---|
| All Customers | Rebates will apply to all customers even if they already have a Customer Rebate or Customer Group Rebate. |
| Customer | Rebate will only apply to a specific Customer. |
| Customer Group | All customers that belong to the Customer Group will get the rebate. |
| None | This means that rebates will be determined by the Item or Item Group. |
Item Rebates can also be set up at 3 levels.
| Option | Description |
|---|---|
| All Items | Rebates will apply to all Items. |
| Item | Rebate will be Item specific. |
| Item Group | All Items that belong to the Item Group will get the rebate |
Sales Rebate Lines
Based on the options you define on the Sales Rebates Worksheet, you will need to populate the Sales Rebate Line by completing the following fields.
| Field | Description |
|---|---|
| Rebate Posting Group | Determines which General Ledger accounts will get posted too. |
| Rebates % | The percentage of the rebate. |
| Unit Rebate Amt. (LCY) | This is unit amount in local currency. |
| Starting Date | The date the rebate is valid from. |
| Ending Date | The date the rebate will expire. |
Rebate Value Entries
Sales Rebates % are accumulative. This means that if you have rebates setup at the Customer, All Customer and Customer Group level they will be added together to calculate the rebate amount.
For example, based on the setup shown below. If customer 10,000 purchased item 1900-S, 3 Rebate Value Entries will be created. These are derived as follows;
- Combination of Customer 10000 and All Items = 6.5%
- Combination of Customer 10000 and Item 1900-S = $10
- Combination of Customer Rebate Group Wholesale and All Items = 8%
Rebate Value Entries will be created when the Sales Order gets posted. The Rebate Value Entries are linked to the transaction and can be found via the Navigate function.
Unit Rebate Amt. (LCY) on Sales Rebate lines do not accumulate, only a single unit rebate amount must be used for a unique combination of Customer, Item, Rebate Posting Group, Starting Date and Ending Date.
For example, based on the setup shown below. If customer 10,000 is assigned the customer rebate group "WHOLESALE" and purchased item 1900-S, you will receive an error.
Value Entries
The Rebates app adds two new fields, Rebate Amount and Net Sales, to the Value Entries page.
| Field | Description |
|---|---|
| Rebate Amount | The sum total of all the rebate amounts for the related value entry. |
| Net Sales | The difference between the Sale Amount (Actual) and the total rebate amount for the specific value entry. |
Clicking on either of these fields will drill-down to the related Rebate Value Entries.
In the below example, 3 rebate value entries were posted with a total Rebate Amount of 680 and Net Sales of 3,320.
General Ledger Entries
Navigate to the General Ledger Entries using the Navigate action located on the document. The G/L entries are aggregated by Rebate Posting Groups.
In the below example 3 Rebate Value Entries are posted to two different Rebate Posting Groups, whereas only 2 sets of the G/L Entries are posted.
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