Alternate rebates

Alternate rebates are custom Vendor on Sale rebates that are applied to line items in Sales Order Entry through rebate logic.

Each alternate rebate requires standard or custom logic that is specific to the calculation method. Contact Infor Consulting Services for assistance in developing custom calculations and logic for use in on-premises Distribution SX.e. Alternate rebate functionality is not supported in CloudSuite Distribution.

If a calculation method is in place, you must set up an Alternate Rebate Method record in SA Administrator Options-Products to activate the method. This record contains a method number, method name, and contract number. The method number must match the method number identified in the logic specific to the rebate calculation method. You cannot use Method 1. This value is reserved for a proprietary rebate method that is included with standard Distribution SX.e.

See Method 1.

PD Alternate Rebate Setup records determine which alternate rebates can be applied to sales order line items. The values that you can specify on an alternate rebate record depend on the requirements of the rebate calculation method.

Alternate rebates cannot be applied to nonstocks that do not have a product record. You must create order-as-need/nonstock (OAN/NS) records in Product Warehouse Product Setup to apply alternate rebates to nonstocks.

If multiple vendors use the same alternate rebate method, you must set up an PD Alternate Rebate Setup record for each vendor. Alternate rebates, like other Vendor on Sale rebates, qualify for use based on the ARP vendor specified on the Product Warehouse Product Setup record. Sales order lines that are tied to a purchase order for a different vendor and alternate vendors set up in Product Extended Product Cross Reference Setup do not affect Vendor on Sale rebates.

Processing alternate rebates occurs within normal work flows, which includes the Sales Order Invoice Processing Report, SM Rebate Report, and PD Rebate Reconciliation Entry. Alternate rebate information is also displayed in Customer Price Inquiry.

If you do not use alternate rebates, you can restrict access for all users to PD Alternate Rebate Setup in SA Administrator Options-System-Menu Items.