Rebate microsoft.com

Therefore, there is full integration with accounts payable and accounts receivable. During processing, the calculations can consider settlement discounts, paid invoices, trade discounts, and existing credit notes to ensure that amounts and values are accurately calculated. When rebates are calculated, the process creates transactions that can be reviewed before posting occurs. A separate process posts rebate management transactions.

A journal, credit note, or debit transaction can then be created during posting to proposed transactions. Reporting statements and transaction listings can be obtained to ensure compliance, effectiveness, and transparency.

In Rebate management, automatic payment generation enables royalties to be handled quickly and easily, even when guaranteed minimums apply. Vendors and products can be grouped by territory, and different offers can be provided, depending on the country or region of the transaction.

When users select products, they can define the items that are included and the number of items that will be used in the rebate settlement. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode. Please rate your experience Yes No. Any additional feedback? Submit and view feedback for This product This page.

This option applies only to free text invoices where the payment type is set to Tax invoice customer deductions. Select the rebate reference to use on sales orders and purchase orders that are generated from the rebate process None , Rebate management deal , Rebate management number , Rebate transaction number , or Document notes. If you set this option to No , all claim transactions are posted. For deals or deal lines where the transaction type is set to Order , this option controls whether a sales order of the Journal type should be included.

It provides flexibility if those types of orders are used in scenarios where a rebate should not yet apply. The number sequence assigns a unique key value to each rebate deal. This key is used when deals are created. The number sequence assigns a unique key value to each rebate. This key is used to identify rebate relationships. The number sequence assigns a unique key value to each rebate transaction.

This key is used to identify rebate transactions. The number sequence assigns a unique key value to each rebate invoice.

This key is used when rebate journals are automatically posted. It may also be calculated based on a fixed amount, a percentage, or currency per unit basis. If you select At invoicing on the Rebate program FastTab in the Accounts receivable parameters form, rebates created at invoicing are posted to the general ledger.

If the rebate is cumulative, you must run the Cumulate rebates function, followed by Process rebates to post the rebate to the general ledger. If the rebate requires approval, you must run Approve rebates , followed by Process rebates. Once the rebate has been set to a status of Mark , you may pass it to Accounts Payable for payment or to be processed as a credit note.

Accounts receivable parameters form. Cumulate rebates form. Period types form. Product specific form. Rebate agreements form.

Rebate program types form. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info.

Contents Exit focus mode. Delivered — Use the delivered quantity or value as the basis for the calculation. Invoice — Use the invoiced quantity or value as the basis for the calculation.

If you selected Quantity in the Basis field, select the unit that the quantity must be specified in. Enter the minimum amount that must be paid per period. You can enter a negative value to allow for negative rebate amounts if credit notes exceed sales for the period. Select the rebate reduction principle that applies to the deal line. If the deal line applies to an item that has variants, select the variant that the deal line applies to.

Select the basis for the vendor rebate: Purchase order — The rebate that the vendor receives is based on the quantity or value on the purchase order. Sales order — The vendor receives a rebate only after the goods have been sold. The rebate is based on the quantity or value on the sales order.

If you selected Average Purchase Price in the Price basis field, enter the number of months that should be used. Select the posting profile that applies to the selected deal line. This profile is used only when the Reconcile by field on the deal header is set to Line.

If the Reconcile by field is set to Deal , the posting profile that is set on the deal header is always used. If no posting profile is set on the deal line, the posting profile that is set on the deal header is used.

This field works like the Posting profile field, but it applies only to royalties. Select whether the transaction is tax-inclusive. Tax inclusiveness is relevant only when the Basis field is set to Value.

The invoice amount will be used as the tax-inclusive amount. If the rebate calculation is based on a percentage, the system will multiply the rebate percentage by the tax-inclusive amount. Note that the calculation uses the sales tax value from the deal line. Set this option to Yes to include credit notes in the rebate calculation.

If you set this option to Yes , the effect varies, depending on the value of the Transaction type field: If the Transaction type field is set to Invoice , the calculation will factor in credit notes. This configuration is the usual configuration.

If the Transaction type field is set to Order , the calculation will factor in both sales orders that have negative values and open returned orders. Set this option to Yes to base the calculation on the discounted amount of the item or items in cases where deal line discounts are given.

Set this option to Yes if the calculation should consider only fully paid invoices. In other words, rebates won't be calculated for partially paid invoices. This option is available only when the Transaction type field is set to Invoice. Set this option to Yes to include free text invoices in the calculation.

Free text invoices can be included only for deal lines where the Item code field is set to All. Set this option to Yes to reduce the rebate by the first settlement discount. It's assumed that the organization will take the first settlement discount. Set this option to No to enable the settlement discount to be used later. Enter the first date that the date line applies to. If "from" and "to" dates are specified on the header of the deal, they are used as default values for every new date line.

Enter the last date that the date line applies to. Specify how often the deal line should be calculated. Enter an integer here, and then select a unit in the Cumulate by field. For example, to calculate every other week, set the Per field to 2 and the Cumulate by field to Weeks. Select the unit that applies to the Per setting. Select Lifetime to calculate over the whole lifetime of the deal line. Select Customized period to select a period that is defined in the general ledger.

In this case, you must also set the Period type field. This field is available only when the Cumulate by field is set to Customized period. The values that are available for selection come from the period types that are defined in the general ledger. Specify how the weeks are identified for the period. This field is available only when the Cumulate by field is set to Weeks. Specify how often rebate monies can be claimed for the deal line. Enter an integer here, and then select a unit in the Claim by field.

Select the unit that applies to the Claim per setting. Select Lifetime to allow claims just once during the whole lifetime of the deal line. In this case, you must also set the Claim period type field. This field is available only when the Claim by field is set to Customized period.