Considerations for Editing a Sales Transactions with Rebates

Consider the following when editing a sales transaction:

• Choose whether to use rebates from the latest version of an agreement detail, or from the versions that are applicable for the transaction date. The transaction date is the value on the Date field of a transaction record. See Rebates Applied to Transactions.

• Rebate recalculation for edited items uses the same cost basis amount which is considered for rebate calculations during transaction creation.

• Rebate recalculation may show incorrect value when you change the quantity on the item line. Recalculation of accurate rebates happen after you click Save.

• Consider the following conditions when the Always Use the Latest Version of Agreement Details for Rebate Recalculation box is cleared:

  • For transactions with a future transaction date, the system only calculates rebates based on Active rebate agreements. Rebates from agreements with a Planned status are not considered for recalculation.

  • When a sales order is transformed into an invoice, the rebates are recalculated using Active rebate agreements at the time the sales order is transformed. Adding a new line item or editing the existing line triggers the best offer calculation, and considers the source transaction date when checking applicable rebates. If you override the best deal, the rebate from the manual selection is applied.

  • A stand-alone return transaction also uses Active rebate agreements based on the transaction date.

  • A sales order with a past or current date retains the applied rebates when transformed to an invoice.

  • Rebates are recalculated when you edit the item, customer, UoM, or transaction date. Recalculation starts after you save the changes.

    Previously applied rebates are removed and new rebates are applied based on the applicable version of the agreement detail. The best deal is calculated using only the Active rebate agreements that exist for that transaction date.

    If you manually select a rebate deal, recalculation uses the criteria from the selected agreement detail.

  • Recalculation does not use rebates from a completed rebate agreement, even for transactions with a date prior to the current date.

  • When your transaction date matches an On Hold rebate agreement, rebates are not applied to the transaction.

    If the On Hold agreement was previously set to Active, the system changes it back to Active and uses the prior rebate values for recalculation.

    Note:

    The system updates the status of On Hold agreements only if there is a previous Active version of the agreement before it was set to On Hold.

• Consider the following conditions when you check the Always Use the Latest Version of Agreement Details for Rebate Recalculation box:

  • When you click the View Applicable Rebates popup window on edited transactions, the latest best deal is always selected unless you have previously selected a rebate manually.

  • If you override the best deal and update the item quantity, the calculation considers the current version of the rebate agreement that you select manually.

  • Regardless of the current version of the agreement in the system, the rebates are retained for the following transactions:

    • Sales Order to Invoice

    • Return Authorization to Cash Sale

    • Return Authorization to Cash Refund

  • If you change the transaction date or customer, then rebates are reset and recalculated on save using the criteria from the latest version of a rebate agreement.

• If you change the preference for Always Use the Latest Version of Agreement Details for Rebate Recalculation box before you edit a transaction, the system does the following:

  • Recalculates the rebates based on the current preference when you edit the item line, then selects the best deal as shown in the Applicable Rebates popup window.

  • Shows the best deal but does not select it if there are no changes on the item line. You can still apply the best deal by selecting it in the Applicable Rebates window and clicking Submit.

Important:

You must not select the Rebates and Trade Promotions custom forms as preferred forms to avoid calculation errors.

General Notices