Using Promotion Supplier Rebates

Promotion supplier rebates defined in 'Promotion. Open' (OIS840) are connected to customer pricing. During customer order line entry, a check for valid promotions is performed on the customer order type defined in 'CO Type. Open' (OIS010). If there is a valid promotion, the supplier rebate is added to the customer order line.

Change of CO line

When information that has a direct impact on the validity of the customer price is changed in a customer order line, the customer order line is automatically repriced. If the promotion is no longer valid, the supplier rebate will not be included in the updated price.

Copy of CO line

If an order line, including its sales price, is copied to a negative order quantity, the promotion is also copied to the new order line. This is done even if the promotion has expired. To copy the promotion ensures that the same promotion supplier rebate is used for the credit. It is, therefore, not recommended to change the rebate rates for active promotions once customer orders are invoiced.

If an order line, including its sales price, is copied to a positive order quantity, the promotion ID is also copied to the new order line. The current rebate rate is retrieved from the copied promotion ID.

It is possible to activate a validation of promotions that are copied together with a promotion priced order line. This is activated for each company in 'Settings. Customer Order Entry' (CRS720). When activated, this ensures that promotions related to promotion priced order lines where the sales price is copied, are validated. If the promotion is found invalid, the order line is not copied. It is recommended to activate this functionality if the promotions include supplier rebates, since the rebate cannot be claimed for transactions created when the promotion is no longer valid. If no validation is performed there is a risk of giving the customer a price that produces a poor sales margin.