Rebate basics

Prerequisites

In SA Administrator Options-Products-Rebates, you must specify the rebate functionality you want to use before you create vendor or customer rebate records.

See Administrative options for rebates.

You can enable up to five types, or levels, of rebates: product, rebate type, price type, product line, and product category. You can select each rebates option, but we recommend that you only select the types that you use.

You can select several rebate options that enable you to apply to warehouses, regions, shipto/jobs, sub types, and customers. You can also specify which rebate processing hierarchy, rebate level or customer, is used to search for rebate records.

Reporting rebates

To obtain a list of rebates for each vendor, run the Vendor Cash Requirements Report by vendor, or run the Vendor Transaction Activity Report with the Print Rebates option set to Yes. To obtain a list of rebates for each customer, run the Customer Transaction Activity Report with the Print Rebates option set to Yes.

If you use Electronic Data Interchange (EDI), the Rebates field in Vendor Setup-eCommerce indicates if a vendor is an EDI trading partner and uses the 844 outbound document.

See EDI document.

Miscellaneous feature and functions

These functions and features also affect rebate processing:

  • To group products or customers by rebate type, you can set up rebate types in SA Table Code Value Setup. Specify the rebate type on the Product Warehouse Product Setup or Customer Setup records.
  • To specify a separate cost for rebate purposes, you can select Rebate Cost in Product Maintain Balance Entry. The field is used with a PD Pricing Setup record to calculate rebates at the product level.
  • If a special price/cost product has a rebate, the special price must be reflected in that rebate.

    See Special price/cost.

  • The Include Rebate in Cost/Margin Displays field in SA Operator Setup controls an operator’s ability to view this information:

    • The effect of rebates to cost and margin in Order Entry windows
    • Reports that display costs and margins

    To limit operators access rebate costs and margins, select Do Not Include Rebate.

After rebate records are established, run the PD Rebates Master List Report to verify that the information is correct. After you create a rebate record, you can maintain it in PD Mass Maintenance Entry.