Creating Transactions with Rebates

To receive or pay rebates, you can do any of the following procedures for creating or entering transactions with rebates:

To manually enter transactions, see Creating a Sales or Purchase Transaction with Rebates.
To import CSV data, see Adding Transactions Using CSV Import.

Additionally, rebates can also be applied on sales orders created through SOAP integration. See, Integration Record Overview.

Types of Transactions to Use

You can create or enter the following transactions for the Receiving or Paying rebate types:

Sale	Purchase
Creating Sales Orders Creating an Invoice Entering a Cash Sale Entering a Linked Return Authorization Entering a Standalone Return Authorization Refunding a Cash Sale Issuing a Customer Credit Memo	Entering a Purchase Order Creating a Vendor Return Authorization Entering a Vendor Bill Entering a Vendor Credit Manually

Sale

Purchase

Rebates are handled differently when processing returns linked to a source transaction. The item quantity and status of rebate agreements affect how the system applies rebates. See Rebates on Returns.

Supported Item Types

The SuiteApp supports the following item types when you create transactions with rebates:

Note:

Kits are not supported for purchase transactions with rebates.

Custom Rebate Fields and Columns on Transactions

The following custom fields and columns appear on the sales and return transactions:

Custom Rebate Columns on the Items Subtab
Custom Rebate Fields on the Accounting Subtab

Custom Rebate Columns on the Items Subtab

The following columns are added to the Items subtab of a sales and return transactions:

Column Name	Description
Estimated Rebate Amount	This column shows the rebate amount based on the agreement details criteria, calculation method and amount, and cost basis. The Estimated Rebate Amount column appears on sales orders and return authorizations, while the Accrued Rebate Amount column appears on cash sales, cash refunds, credit memos, and invoices. To view the descriptions and formulas for calculating rebates, read the calculation method and calculation basis section in Adding Agreement Details.
Accrued Rebate Amount
Adjusted Unit Cost	This column shows the adjusted unit cost for each line item on a transaction. The amount shown on this column is calculated as follows: Adjusted Unit Cost =per unit cost-per unit rebate amount
Estimated Gross Profit Amount after Rebate	This column shows the gross profit amount after adding the estimated rebate amount to the gross profit amount. The values for Estimated Gross Profit Amount after Rebate and Gross Profit Amount after Rebate columns are reduced when paying rebates, and is increased when receiving rebates. The system populates this value after saving the transaction. The Estimated Gross Profit Amount after Rebate column appears on sales orders and return authorizations, while the Gross Profit Amount after Rebate column appears on cash sales, cash refunds, credit memos, and invoices. The estimated gross profit amount after rebate and gross profit amount after rebate are calculated as follows: Calc =sum of rebate amount +est. gross profit for an items
Gross Profit Amount after Rebate
Estimated Gross Profit % after Rebate	Note: Gross Profit after Rebate and Gross Profit % columns exclude discount items and promotional items in the calculation. This column shows the gross profit percentage after adding the estimated rebate amount to the gross profit amount. The values for Estimated Gross Profit % after Rebate and Gross Profit % after Rebate columns are reduced when paying rebates, and is increased when receiving rebates. The system populates this value after saving the transaction. The Estimated Gross Profit % after Rebate column appears on sales orders and return authorizations, while the Gross Profit % after Rebate column appears on cash sales, cash refunds, credit memos, and invoices. The estimated gross profit % after rebate and gross profit % after rebate are calculated as follows: Calc =(gross profit amount after rebate/adjusted sale amount) * (100)
Gross Profit % after Rebate
Actual Gross Amount	This field shows the actual gross amount indicated on the line item.
Adjusted Sale Amount	This field shows the amount after the price pass-through value is deducted from the actual gross amount.
Price Pass-through	This column shows the amount of the sales price to be passed on to the customer as a discount.
View Applicable Rebates	When you click the box in this column, a popup window shows all rebate agreements with conditions that match the line item. You can override the system-suggested rebate by selecting a different rebate. For more information, read Manually Selecting a Rebate.
Rebate Transaction Record	This column shows the rebate transaction record ID after invoices, cash sales, credit memos, and cash refunds are created. This record contains information from the source transaction, which the system refers to and updates during the accrual process. When you edit the transactions, the system replaces this ID.

Column Name

Description

Estimated Rebate Amount

This column shows the rebate amount based on the agreement details criteria, calculation method and amount, and cost basis.

The Estimated Rebate Amount column appears on sales orders and return authorizations, while the Accrued Rebate Amount column appears on cash sales, cash refunds, credit memos, and invoices.

To view the descriptions and formulas for calculating rebates, read the calculation method and calculation basis section in Adding Agreement Details.

Accrued Rebate Amount

Adjusted Unit Cost

This column shows the adjusted unit cost for each line item on a transaction. The amount shown on this column is calculated as follows:

Adjusted Unit Cost =per unit cost-per unit rebate amount

Estimated Gross Profit Amount after Rebate

This column shows the gross profit amount after adding the estimated rebate amount to the gross profit amount. The values for Estimated Gross Profit Amount after Rebate and Gross Profit Amount after Rebate columns are reduced when paying rebates, and is increased when receiving rebates.

The system populates this value after saving the transaction.

The Estimated Gross Profit Amount after Rebate column appears on sales orders and return authorizations, while the Gross Profit Amount after Rebate column appears on cash sales, cash refunds, credit memos, and invoices.

The estimated gross profit amount after rebate and gross profit amount after rebate are calculated as follows:

Calc =sum of rebate amount +est. gross profit for an items

Gross Profit Amount after Rebate

Estimated Gross Profit % after Rebate

Note:

Gross Profit after Rebate and Gross Profit % columns exclude discount items and promotional items in the calculation.

This column shows the gross profit percentage after adding the estimated rebate amount to the gross profit amount. The values for Estimated Gross Profit % after Rebate and Gross Profit % after Rebate columns are reduced when paying rebates, and is increased when receiving rebates.

The system populates this value after saving the transaction.

The Estimated Gross Profit % after Rebate column appears on sales orders and return authorizations, while the Gross Profit % after Rebate column appears on cash sales, cash refunds, credit memos, and invoices.

The estimated gross profit % after rebate and gross profit % after rebate are calculated as follows:

Calc =(gross profit amount after rebate/adjusted sale amount) * (100)

Gross Profit % after Rebate

Actual Gross Amount

This field shows the actual gross amount indicated on the line item.

Adjusted Sale Amount

This field shows the amount after the price pass-through value is deducted from the actual gross amount.

Price Pass-through

This column shows the amount of the sales price to be passed on to the customer as a discount.

View Applicable Rebates

When you click the box in this column, a popup window shows all rebate agreements with conditions that match the line item.

You can override the system-suggested rebate by selecting a different rebate. For more information, read Manually Selecting a Rebate.

Rebate Transaction Record

This column shows the rebate transaction record ID after invoices, cash sales, credit memos, and cash refunds are created.

This record contains information from the source transaction, which the system refers to and updates during the accrual process. When you edit the transactions, the system replaces this ID.

Custom Rebate Fields on the Accounting Subtab

The following custom fields are added to the Accounting subtab of sales and return transactions:

Column Name	Description
Estimated Gross Profit Amount after Rebate	Note: Gross Profit after Rebate and Gross Profit % After Rebate columns exclude discount items and promotional items in the calculation. This column shows the gross profit amount after adding the estimated rebate amount to the gross profit amount. The values for Estimated Gross Profit Amount after Rebate and Gross Profit Amount after Rebate columns are reduced when paying rebates, and is increased when receiving rebates. The system populates this value after you save the transaction. The Estimated Gross Profit Amount after Rebate column appears on sales orders and return authorizations, while the Gross Profit Amount after Rebate column appears on cash sales, cash refunds, credit memos, and invoices. The estimated gross profit amount after rebate and gross profit amount after rebate are calculated as follows: Calc =rebate amount +est. gross profit
Gross Profit Amount after Rebate
Estimated Gross Profit % after Rebate	Note: Gross Profit after Rebate and Gross Profit % After Rebate columns exclude discount items and promotional items in the calculation. This column shows the gross profit percentage after adding the estimated rebate amount to the gross profit amount. The values for Estimated Gross Profit % after Rebate and Gross Profit % after Rebate columns are reduced when paying rebates, and is increased when receiving rebates. The system populates this value after you save the transaction. The Estimated Gross Profit % after Rebate column appears on sales orders and return authorizations, while the Gross Profit % after Rebate column appears on cash sales, cash refunds, credit memos, and invoices. The estimated gross profit % after rebate and gross profit % after rebate are calculated as follows: Calc =(gross profit amount after rebate/adjusted sale amount) * (100)
Gross Profit % after Rebate
Estimated Rebate Amount	This column shows the rebate amount based on the agreement details criteria, calculation method and amount, and cost basis. The Estimated Rebate Amount column appears on sales orders and return authorizations, while the Accrued Rebate Amount column appears on cash sales, cash refunds, credit memos, and invoices. To view the descriptions and formulas for calculating rebates, read the calculation method and calculation basis section in Adding Agreement Details.
Accrued Rebate Amount

Column Name

Description

Estimated Gross Profit Amount after Rebate

Note:

Gross Profit after Rebate and Gross Profit % After Rebate columns exclude discount items and promotional items in the calculation.

The system populates this value after you save the transaction.

The estimated gross profit amount after rebate and gross profit amount after rebate are calculated as follows:

Calc =rebate amount +est. gross profit

Gross Profit Amount after Rebate

Estimated Gross Profit % after Rebate

Note:

Gross Profit after Rebate and Gross Profit % After Rebate columns exclude discount items and promotional items in the calculation.

The system populates this value after you save the transaction.

The estimated gross profit % after rebate and gross profit % after rebate are calculated as follows:

Calc =(gross profit amount after rebate/adjusted sale amount) * (100)

Gross Profit % after Rebate

Estimated Rebate Amount

This column shows the rebate amount based on the agreement details criteria, calculation method and amount, and cost basis.

The Estimated Rebate Amount column appears on sales orders and return authorizations, while the Accrued Rebate Amount column appears on cash sales, cash refunds, credit memos, and invoices.

To view the descriptions and formulas for calculating rebates, read the calculation method and calculation basis section in Adding Agreement Details.

Accrued Rebate Amount

Types of Transactions to Use

Supported Item Types

Custom Rebate Fields and Columns on Transactions

Custom Rebate Columns on the Items Subtab

Custom Rebate Fields on the Accounting Subtab

Related Topics