Setting up customer rebates

Customer rebates can be warehouse- or region-specific. They can be based on products, rebate types, rebate sub types, product lines, or product categories. The rebate types and options are specified in SA Administrator Options.

Rebate records are created and maintained in PD Pricing Setup. You can create a new record, or copy an existing record, modify it, and then save it as a new record. To maintain an existing rebate record, select the record in the grid and then click Edit. Modify the record and then click Save. To delete a rebate record, select the record and then click Delete. Click OK to confirm.

Use these instructions to create a new record:

  1. To update sales history, select Subtract Customer Rebate from Price in SA Administrator Options-Sales History-Rebate/Basis.
  2. Select rebate types and options in SA Administrator Options-Products-Rebates.
  3. To group your customers a for rebate purposes, set up customer, product, and product sub type rebate records in SA Table Code Value Setup.
  4. Add the rebate type to the customer records in Customer Setup-Ordering, or to product records in Product Catalog Setup-Pricing and Product Warehouse Product Setup-General.
  5. To create a rebate record, select Pricing and Discounting > Setup > Pricing.
  6. Click Rebate Records, and then click New.
  7. Select the rebate type in the Level field.
  8. Specify the information for the rebate type you selected.

    An individual rebate record can only be set at one level. If both the Warehouse and Price Region fields are available, specify a warehouse or a region. If you attempt to specify both, an error message is displayed. If you leave both fields blank, the rebate record is created at the company level.

  9. Click Save.
  10. Specify the information required for the rebate record in the General section.
  11. Click Save.
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