Rebate Sales and Reporting

Rebate contract pricing automatically applies to eligible sales orders when the customer, product, and contract rules match. Review the rebate and contract costs on the sales order line, complete shipment and invoicing, then generate a vendor rebate report from Accounts Payable. After reviewing the report, create an AP credit to record the rebate receivable from the vendor.

• Create a Sales Order for a customer assigned to the applicable Rebate Contract and add the eligible Product.
• Verify Contract Pricing to confirm the Contract Price is applied to the sales order line.
• Review Line Information to view the Rebate Cost and Contract Cost associated with the Product.
• Complete Shipment and Invoicing to process the order and send or confirm the customer Invoice.
• Navigate to Accounting > Accounts Payable > Enter Rebates to review completed sales of rebate-eligible Products.
• Generate the Vendor Rebate Report by selecting the Vendor, Contract, and applicable Date Range.
• Review Rebate Details to confirm the Quantity Sold, Cost, Contract Cost, and Rebate Amount before submitting the report to the Vendor.
• Create an AP Credit for the selected Vendor entries to record the rebate credit in Open Accounts Payable.