Creating a set for rebates based on selling price

Use these instructions to create a set for Vendor on Sales rebate records that are based on the selling price. If you export records in the set into an Excel spreadsheet, you can edit these values that are specific to rebates based on selling price:

  • Rebate Price
  • Rebate Price Currency
  • Use Rebate Price
  1. Select Pricing and Discounting > Entry > Mass Maintenance.
  2. Click Create.
  3. Specify this information, and then click Next:
    Set ID

    Specify an alphanumeric value to identify the set.

    Description

    Specify a description for the set.

    Record Type

    Select Rebate Records.

    Rebate Records

    Select Product (Type1) or Product Price Type (Type 3).

  4. Specify this information, and then click Next:
    • In the Date Range section, select Rebate by Price.
    • Specify other criteria to determine which records are included in the set
  5. Specify this information, and then click Next:
    • Indicate if you are going to create or update records, or both.
    • If you are creating records, specify a start date.
  6. Move fields from the Available Fields list to the Sort Fields list, and then click Next.

    To change the sort order, position your mouse to the left of the field name. When the pointer changes to a four-arrow pointer, drag the field to a different position.

  7. Specify the scheduling and printing information, and then click Finish.

    When processing a large number of records, schedule PD Mass Maintenance Entry as a stored report to run when fewer people are on the system.

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