Wholesale Distribution SuiteApps

Rebate Agreement Customization and Account Definitions

Rebates and Trade Promotions version 3.1.0 includes the following enhancements:

• Custom Transaction Fields-You can now use custom transaction fields when you create or edit a rebate agreement detail. Custom transaction fields for currency lets you apply varying values when calculating rebates on special prices such as discounted prices or promotion pricing.

  To select custom fields you want to include, open the Rebate Preferences record by going to Rebate Management> Preferences > Preferences. Then, select the record that you want to edit. In the Customization section, select the fields under Custom Fields. The custom fields you select appear in the Calculation Basis field of the agreement detail.

  See, Setting Rebate Preferences.

• Agreement-level Account Definitions: You can now define credit and debit accounts at the rebate agreement level. When defined, you can manage expenses across different accounts depending on the entities or stakeholders involved. Previously, you can only use the debit and credit accounts set in the rebate preferences record for all the rebate agreements in your account. See, Creating a Rebate Agreement.

• Rebate Recalculation on Amount and Custom Field Change Preference- The Rebate Recalculation on Amount and Custom Field Change preference is added to the General Preference record. The new preference lets you specify whether you want to recalculate the rebates after updating the values in the Amount field and Custom Fields through backend scripts. This box is checked by default.

  Clear the box only if you don't want to recalculate rebates every time the transaction amount or custom field is updated at the backend. See, Rebate Calculations.