Create a Sales Rebate Card

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

To create a sales Rebate Card

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

   The Rebates page opens.

2. On the action bar, choose New.

   The 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 sales Rebate Category Code, see Create a Sales Rebate Category Code.

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

      • Off-Invoice

      • Everyday

      • Lump Sum

      • Commodity

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

      • Pct. Sale($)

      • ($)/Unit

      • Lump Sum

      • Commodity

   6. In the Unit of Measure Code field, specify a code that represents the unit of measure 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 sales 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. Sale($).

   12. In the Currency Code field, if your organization supports 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 customer statements, payments, or invoices.

4. On the Lines, perform the following steps:

   1. In the Source field, specify whether the rebate is to be based on a Customer, Item, Salesperson, 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.

   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 fields determine the value that can be specified.

   6. In the Ship-To Address Code field, specify the code that represents the ship-to address that is to be associated with the rebate.

      You can use the Ship-To Address Code field to further define when an item is eligible for a rebate. For example, an item that is eligible for a rebate when the item is picked up in person and not eligible for a rebate when the item is delivered.

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

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

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 Expense G/L Account No. field, specify the expense General Ledger (G/L) 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.

      The Offset G/L Account No. field is only editable when the Post to Sub-Ledger field is set to Do Not Post.

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

   5. In the Apply-To Customer Type field, specify whether the rebate is to be applied to all customers, a specific customer, or a group of customers.

   6. In the Apply-To Customer No. field, specify the number that is associated with the customer that is eligible to receive the rebate.

      The Apply-To Customer No. field is only editable when the Apply-To Customer Type field is set to Specific.

   7. In the Apply-To Customer Ship-To Code field, specify the Customer Ship-To Code to which the rebate is to be applied.

   8. In the Apply-To Cust. Group Type field, if the rebate is to be applied to a group of customers, select Rebate Group.

   9. In the Apply-To Cust. Group Code field, if the rebate is to be applied to a group of customers, specify the code that is associated with the rebate group.

See Also

Sales Rebates