Creating a rebate group

  1. Select Billing > Setup > Billing > Rebate Group.
  2. Right-click the root node in the Rebate Group tree and select Create rebate group.
  3. Specify an identification code for the rebate group in the Code field.
  4. Specify the date the rebate group takes effect in the Effective Date field.
  5. Specify the amount by which Infor Public Sector will discount line items that are eligible for this rebate.
    Under Rebate Amount, you can specify the rebate amount in one of these ways:
    • You can specify a fixed rebate percentage.
    • You can use a formula to calculate the rebate percentage.
    • You can specify a fixed rebate amount.
    • You can use a formula to calculate the rebate amount.
  6. Specify the maximum rebate amount a customer can receive in the current fiscal year.
    You can select Fixed or Formula under Maximum Rebate for Current Fiscal Year and specify a fixed amount or a formula. You can also select None, indicating that there is no maximum rebate amount.
  7. Click Save.