Create a Purchase Rebate Card

To define the details for a purchase rebate, create a Purchase Rebate Card.

To create a Purchase Rebate Card

1. Choose , enter purchase rebates, and then choose the related link.

   The Purchase Rebates page opens.

2. On the action bar, choose New.

   The Purchase Rebate Card page opens.

3. On the General FastTab, perform the following steps:

   1. In the Code field, specify a code to represent the rebate.

   2. In the Description field, specify a description for the rebate.

   3. In the Rebate Category Code field, if rebate categories are defined, specify a code.

      For more information about how to create a purchase Rebate Category Code, see Create a Purchase Rebate Category Code.

   4. In the Rebate Type field, specify one of the following types:

      • Off-Invoice

      • Everyday

      • Lump Sum

      • Sales-Based

   5. In the Calculation Basis field, specify one of the following basis:

      • Pct. Purch.($)

      • ($)/Unit

      • Lump Sum

      • Guaranteed Cost Deal

   6. In the Unit of Measure Code field, specify a code that represents the unit of measure that is to be used for the rebate.

      The Unit of Measure Code field is only editable when the Calculation Basis field is set to ($)/Unit.

      The Unit of Measure (UOM) does not have to be the purchase UOM. As long as the UOM is defined for the item, JustFood performs the calculation. For example, if a rebate of $1.50 is set up per bag, and the item is sold in cases, and there are two bags per case, a total rebate of $3.00 is automatically calculated.

   7. In the Minimum Quantity (Base) field, specify the base minimum quantity for the rebate.

      The Minimum Quantity (Base) field is only editable when the Calculation Basis field is set to ($)/Unit.

   8. In the Minimum Amount field, specify the minimum amount for the rebate.

   9. In the Maximum Quantity (Base) field, specify the base maximum quantity for the rebate.

      The Maximum Quantity (Base) field is only editable when the Calculation Basis field is set to ($)/Unit.

   10. In the Maximum Amount field, specify the maximum amount for the rebate.

   11. In the Rebate Value ($) field or Rebate Value (%) field, specify the rebate value.

       The the Rebate Value (%) field is only displayed when the Calculation Basis field is set to Pct. Purch.($).

   12. In the Currency Code field, if you support multiple currencies, specify the code that is to be used to identify the currency for the rebate.

   13. In the Start Date field, specify the start date on which the rebate is to become eligible.

   14. In the End Date field, if the rebate is only eligible for a specific period of time, specify the end date after which the rebate is no longer eligible.

   15. In the External Reference No. field, specify the reference number that is to be displayed for the rebate on vendor statements, payments, or invoices.

   16. To specify to modify sales profit, turn on the Sales Profit Modifier.

4. On the Lines, perform the following steps:

   1. In the Source field, specify whether the rebate is to be based on an Item or Dimension.

   2. In the Type field, specify No. or Sub-type.

      The value of Sub-type provides the capability for you to define the rebate group to which the rebate can be applied.

   3. If in the Type field, Sub-type was specified, in the Sub-Type field, select Rebate Group or Category Code.

   4. If in the Source field, Dimension was specified, in the Dimension Code field, specify the Dimension Code that is to be associated with the rebate.

   5. In the Value field, specify a value to be associated with the rebate.

      The values in the Source field, Type field, and Sub-type field determine the value that can be specified.

   6. In the Description field, specify a description for the line.

   7. To specify whether to include the line when a rebate is processed, select the Include check box.

   8. In the Guaranteed Unit Cost ($) field, specify the guaranteed unit cost.

   9. In the Guaranteed Cost UOM Code field, specify the code that represents the guaranteed cost UOM.

5. On the Posting FastTab, perform the following steps:

   1. In the Post to Sub-Ledger field, specify whether to post the rebate fo the sub-ledger.

   2. In the Credit G/L Account No. field, specify the General Ledger (G/L) credit account number to which the rebate is to be posted.

   3. In the Offset G/L Account No. field, specify the expense offset G/L account number to which the rebate is to be posted.

   4. To specify that the rebate is to be posted to the Vendor Buying Group, turn on Post to Vendor Buying Group.

   5. In the Apply-To Vendor No. field, specify the number that is associated with the vendor that is eligible for the rebate.

   6. In the Apply-To Order Address Code field, specify the Order Address Code to which the rebate is to be applied.

   7. In the Apply-To Vendor Group Code field, if the rebate is to be applied to a group of vendors, specify the Vendor Group Code that is associated with the rebate group.

See Also

Purchase Rebates