PD Pricing Setup - Rebate Records - New field descriptions

Fields are presented in alphabetical order.

Contract #

Specify the contract that the rebate applies to.

Contract Line #

Specify the contract line number that the rebate applies to. Zero (0) is a valid value. You must specify the contract number before you can specify the contract line number. Both numbers are provided by the vendor.

This field is used for manual rebates and is displayed only if the Use Contract Line # option is selected on the record.

Customer #

Specify the customer that the rebate applies to.

Customer Rebate Type

Specify a customer rebate type for the rebate. Customer rebate types are used to group rebate types and subtypes. Customer rebate types are set up in SA Table Code Value Setup and are assigned to customers in Customer Setup.

Drop Ship Type

Select Warehouse to apply the rebate record to products that you ship from your warehouse to the customer. Select Drop Ship to apply the rebate record to products that the vendor ships directly to your customer.

Level

Specify the type of rebate. The values that are available in this field are enabled in SA Administrator Options-Products-Rebates.

Manual

This option determines if the Vendor on Sale rebate is a manual rebate. Manual rebates are applied manually to line items in Sales Order Entry. To create a manual rebate for a contract, you must select the Manual option. To create a manual rebate for a contract line, select the Use Contract Line # option. The Manual option is selected automatically.

To clear the Manual option, ensure that the Use Contract Line # option is clear.

Product

Specify the product that the rebate applies to.

If you specify a product that does not have a product record, product cross-reference records are checked. If more than one cross-reference product exists, you can select the correct cross-reference product. If a cross-reference record is not found, the product is considered a nonstock product.

Product Category

Specify the product category that the rebate applies to. Product categories are set up in SA Table Code Value Setup and are assigned to products in Product Setup.

Product Line

Specify the product line that the rebate applies to. Product lines are set up in Product Line Setup and are assigned to products in Product Warehouse Product Setup.

Product Price Type

Specify the product price type that the rebate applies to. Product price types are set up in SA Table Code Value Setup and are assigned to products in Product Warehouse Product Setup.

Rebate Code

Select one of these rebate types:

  • Vendor on Purchase

    Vendor on Purchase rebates are calculated when you purchase products from your vendor. The vendor can issue the rebate as cash, credit, or deduction from your current balance. The vendor can also provide other incentives for purchasing their products, such as a special purchase allowance for co-op advertising.

  • Vendor on Sale

    Vendor on Sale rebates are usually connected to a contract. You might receive a contract price rebate upon proof of sale. The rebate may be issued as cash, credit, inventory, or other means.

    For example, you are an electrical distributor that would like to win a contract from Omega, Inc. for light fixtures. You explain to your vendor that to win the contract, you must sell the products below your cost. The contract is large enough that the vendor agrees to provide the product and issues rebates only on the products that are sold to Omega.

  • Customer Rebate

    Customer rebates are deducted or returned from a payment your customer makes, usually as a cash reimbursement or a credit to the customer’s account.

Rebate Currency

If you selected the Use Rebate Price option, you can select the currency that the rebate applies to. This value is optional. If leave the field blank, the currency on the SA Company Setup record is used.

Note: The company currency is not available in the field.
Rebate Sub Type

Specify the rebate sub type that applies to the rebate. Rebate sub types identify subgroups of rebate types for products. They are set up in SA Table Code Value Setup and assigned to products in Product Warehouse Product Setup and Product Catalog Setup.

Rebate Type

Specify the rebate type that the rebate applies to. Rebate types identify groups of rebate types for products. They are set up in SA Table Code Value Setup and assigned to products in Product Warehouse Product Setup and Product Catalog Setup.

Region

Specify the region that the rebate applies to. Regions are set up in SA Table Code Value Setup and are assigned to warehouses in Product Warehouse Description Setup.

Ship To/Job

Specify the ship to or job that the rebate applies to. If you specify a ship to or job, you must also specify a customer.

Start Date

Specify the date that the rebate is effective.

Use Contract Line #

Select this option to create a Vendor on Sale rebate that is based on a line on contract. When you select this option, the Contract # and Contract Line # fields are available.

Use Rebate Price

Select the Use Rebate Price option to create a Vendor on Sale rebate that is based on the selling price of the product. When you select this option, the Use Rebate Price and Rebate Currency fields are available.

In the Use Rebate Price field, specify the price at which you must sell the product to receive the rebate.

Use Rebate Sub Type

Select this option to cause the Rebate Sub Type field to display. This option is available when you select Rebate Type in the Level field.

Vendor #

Specify the vendor that the rebate applies to.

If these criteria are met, the rebate is a generic product rebate and can be applied to a line item in Sales Order Entry without matching the ARP vendor for the product:

  • The rebate is a vendor on sale rebate for a product.

    Product is selected in the Level field, and Vendor on Sale is selected in the Rebate Code field.

  • The vendor participates in the generic product rebate program.

    Use Generic Rebates is selected on the Vendor Setup-Ordering record.

You can specify a vendor who uses generic product rebates on manual rebate.

Warehouse

Specify the warehouse that the rebate applies to.