SA Administrator Options - Products - Rebates field descriptions

Enable Rebate Types

Select which rebate types you use. These options determine which rebate types records you can set up in PD Pricing Setup.

If you do not use a rebate type, do not select it. The system runs more efficiently if you select only those rebate types you use.

Rebate Options

Allow Generic Product Rebates

Select this option to activate the generic product rebate feature and make the Use Generic Rebates option available in Vendor Setup-Ordering. Select Use Generic Rebates to indicate that the vendor participates in the generic product rebate program.

Generic product rebates can be set up for products that are replenished by multiple vendors. A vendor on sale rebate for a product is a generic product rebate when a vendor in the program is specified on the rebate. Generic product rebates can be applied to line items in Sales Order Entry without matching the ARP vendor for the product.

Create Opposite Shipment Type in OEET

Select this option to automatically create a duplicate PD Pricing Setup rebate record that has the “opposite” shipment type of the manual rebate you created in the Manual Rebate view of Sales Order Entry.

The Warehouse or Drop Ship shipment types indicate whether the rebate can be applied to products that are shipped to your customers from your warehouse or directly from your vendor’s warehouse. If the Create Opposite Shipment Type in OEET option is selected, the same record for the opposite shipment type is automatically created after you save a manual rebate record in Sales Order Entry.

This option does not apply when manual rebate records are created through sxapiPDRebateMnt API calls.

Customer Hierarchy for Rebate Processing

The customer and level hierarchy options determine which hierarchy the system uses to search for rebate records when you are processing a sales order or a purchase order. The hierarchy you select applies to both customer and vendor rebates.

Select this option if you want the system to search rebate records by customer.

Customer Rebate Types

Select this option if you use customer rebate types. Set up customer rebate types in SA Table Code Value Setup.

Foreign Rebates

Select this option to activate a more efficient and effective process for handling rebates in foreign currency. Using this enhanced process, the rebate is defined, submitted, and reconciled in the vendor currency. System calculations are performed in the vendor currency. EDI transactions are performed in the vendor currency. A final conversion is performed by the system to post to the General Ledger in the domestic currency. Ensure you have correctly and consistently set up currency settings in SA Currency Setup, PD Pricing Setup, Vendor Setup, and Customer Setup. Before enabling this enhanced foreign currency rebate processing, ensure you have set a cutoff date to separate the foreign rebates processed with the previous workflow versus the enhanced process.

Last Available Rebate Record Used

This value is used to determine the next available number for a rebate record. Up to 999,999,999 active rebate records can exist. This field is updated if you reach the limit of rebate records and the system must cycle through older rebate records to find an open Record # to use. Each time you create a rebate record, the system searches for the next available record starting with the value in this field. You can specify a value, but it is not required. If you have not reached the limit of record numbers, no value is displayed in this field.

Level Hierarchy for Rebate Processing

The customer and level hierarchy options determine which hierarchy the system uses to search for rebate records when you are processing a sales order or a purchase order. The hierarchy you select applies to both customer and vendor rebates.

Select this option if you want the system to search rebate records by rebate level set up in SA Table Code Value Setup.

Next Rebate Claim Number

The system assigns a unique rebate claim number for each claim by vendor for use in reconciliation. The rebate claim number is assigned when the SM Rebate Report is processed in update mode. This field shows the next rebate claim number to assign when SM Rebate Report is processed.

This value is automatically updated as claim numbers are assigned. To use a specific claim number on the next vendor claim, specify that number in this field. Tthis number is assigned if it is not already in use. This manually entered number is used as a starting point for all subsequent claim numbers assigned. Unused claim numbers below this manually entered number are not used.

If there are no unused claim numbers available to assign, this message is displayed: All Rebate Claim #'s are in Use (6441). When you receive this message, you cannot continue to process rebate claims until you purge inactive rebate records and their associated claim numbers.

Rebate by Contract Line Number

Select this option to enable operators to create manual rebates for specific lines on a contract. When you select this option, the Use Contract Line # option is displayed on the PD Pricing Setup header and the Manual Rebate view in Sales Order Entry.

Rebate By Region

Select this option to create rebate records for regions in PD Pricing Setup and PD Pricing Sheet Setup. When you enter transactions in either Sales Order Entry or Purchase Receipt of Inventory Entry, the system searches for existing rebate records that contain the region assigned to the transaction.

In the rebate level hierarchy, region falls between the warehouse or company levels. If you enable regional rebate functionality, you can still set rebate records by warehouse but an individual record can only be set at one level.

To use the region functionality, you must set up regions inSA Table Code Value Setup. Optionally, you can specify the region in which a warehouse is located in Product Warehouse Description Setup-General.

Rebate By Ship To/Job

Select this option if you use rebates that are only applicable to a specific customer ship to or job.

Rebate By Warehouse

Select this option if you use rebates that are only applicable to a specific warehouse. When you enter transactions in either Sales Order Entry or Purchase Receipt of Inventory Entry, the system searches for existing rebate records that contain the warehouse assigned to the transaction. If a rebate record containing the warehouse is not located, the system further searches for a matching rebate record without a warehouse. If you do not select Rebate by Warehouse, any rebate records that contain a warehouse are ignored.

If you originally did not select Rebate by Warehouse and later decide to select it, all rebate records previously entered in the system are available. If you clear this option after creating rebate records for a warehouse, only those records without a warehouse are available for use.

Rebate Sub Types

Select this option if you use product rebate sub types. Set up product rebate sub types in SA Table Code Value Setup.