Using Supplier Rebates on Sales Agreements

When 'Supplier rebate agreement check' is selected for the customer order type in 'CO Type. Open' (OIS010), the agreement is checked for validity and the agreed rebate amount is applied to the customer order line. The date selected in the rebate 'Check date' field in 'Settings - Customer Order Entry' (CRS720) must be within the valid dates on the agreement and the item must be entitled to a valid agreement.

Once applied, the rebate cannot be added to, changed, or removed from the order line, but it can be overwritten by a one-time rebate. The rebate entitlement procedure is an automated process and the end user is not sent a notification of this.

Change of CO line

When changing customer order line information that has a direct impact on the validity of the agreement, a new validity check is performed.

Copy of CO line

If an order line is copied to a negative order quantity, the rebate is copied to the new order line. This is done even if the agreement has expired. To copy the rebate ensures that the same rebate is used for the credit with the rebate rate retrieved from the agreement. It is, therefore, not recommended to change the rebate rates for active agreements once customer orders are invoiced.

If an order line is copied to a positive order quantity, the rebate is not copied to the new order line. The copied line is treated as a new line and a new search for a valid agreement is performed.

Set up of supplier rebate on sales agreement

The following criteria must be fulfilled for an agreement to be valid for a customer order line:
  • The 'Supplier rebate agreement check' parameter on 'CO Type. Open' (OIS010/I) must be selected for the rebate agreement functionality to be activated at customer order entry.
  • The customer must have an agreement with status 20-'Active'. The date selected as the rebate 'Check date' in (CRS720) must be within the validity dates of the agreement.
  • The item must be entitled to a valid agreement line.
This table shows the settings that are required to activate the supplier rebate on sales agreement functionality:
Program ID/Panel Field heading Description
OIS010/I Supplier rebate agreement check Select the check box to enable the agreement check at customer order entry
CRS720 Check date The field indicates the date to be used for validating the agreement for a customer order. The alternatives are 1-'Order date' and 2-'Requested delivery date'.