Create a Purchase Rebate Category Code

JustFood provides the capability for you to manage purchase rebate categories. After purchase rebate categories are created, the categories can be used to automatically populate details on the Purchase Rebate Card, such as Rebate Type, Calculation Basis, and General Ledger (G/L) account numbers. If required, the information that is automatically populated can be modified.

To create a purchase Rebate Category Code

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

   The Purchase Rebates page opens.

2. Depending on whether you are creating the first rebate or if rebates exist, to open the Rebate Categories page, perform one of the following procedures:

   • First Rebate: Perform the following steps:

     1. Choose New.

        The Purchase Rebate Card page opens.

     2. In the Rebate Category Code field, choose Look Up Value.

        A menu appears and displays a list of existing Rebate Categories.

     3. Choose New.

        The Rebate Categories page opens.

   • Rebates Exist: Perform the following steps:

     1. Select the Code field for an an existing rebate.

        The Purchase Rebate Card page opens.

     2. In the Rebate Category field, choose Look Up Value.

        A menu appears and displays a list of existing Rebate Categories.

     3. Choose New.

        The Rebate Categories page opens.

3. For each sales Rebate Category Code that you want to create, perform the following steps:

   1. Choose New.

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

   3. In the Description field, specify a description for the rebate category.

   4. In the Rebate Type field, select a type.

   5. In the Calculation Basis field, select the basis that is to be used for calculations.

   6. In the Unit of Measure Code field, specify the code that represents the unit of measure for the rebate.

   7. In the Minimum Quantity Base field, specify the minimum base quantity.

   8. In the Currency Code field, specify the code that represents the currency for the rebate.

   9. In the Post To Sub-Ledger field, specify Post or Do Not Post.

   10. In the Expense G/L Account No. field, specify the number for the Expense General Ledger (G/L) account.

   11. In the Offset G/L Account No. field, specify the number for the Offset G/L Account.

   12. In the Cost Category Code field, specify the code that represents the cost category for the rebate.

4. To close the Rebate Categories page, choose OK.

See Also

Purchase Rebates Setup