Creating a Rebate Agreement
Before creating a rebate agreement, you need to create a rebate preferences record to associate to the agreement. Read Setting Rebate Preferences.
Refer to the topic Rebate Agreement Fields to know valid inputs for each field in completing step 4 of the following procedure.
To create a rebate agreement:
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Go to Rebate Management > Rebate Transaction > Rebate Landing Page.
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Click the Receiving tab if you are receiving rebates or the Paying tab if you are paying rebates.
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Under the Sale or Purchase subtab, click Rebate Agreement.
Aside from the Rebate Landing page, you can also create a rebate agreement by going to Rebate Management > Rebate Agreements > Rebate Agreements > New.
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Select or enter required information in Rebate Agreement fields: See Rebate Agreement Fields.
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Click Save then Edit to add rebate agreement details. See Adding Agreement Details.
To view the list of all rebate agreements, go to Rebate Management > Rebate Agreements > Rebate Agreements.
The created rebate agreement record contains subtabs described in the topic Rebate Agreement Subtabs.
Alternatively, you can import rebate agreements into NetSuite using CSV import. See Importing Rebate Agreements Using a CSV File.