Setting Up the Rebates and Trade Promotions SuiteApp

You must complete the following actions before you set the rebate preferences or create rebate agreement records:

Step

Related Help Topic

1. Log in as a NetSuite Administrator.

Roles and Accounts

2. Enable the required features.

Prerequisites for Rebates and Trade Promotions SuiteApp

3. Install the SuiteApp.

Installing the Rebates and Trade Promotions SuiteApp

4. Configure the roles and permissions.

Rebates and Trade Promotions Roles and Permissions

5. Create vendor and customer records.

Creating Vendor and Customer Records for Rebates and Trade Promotions

5. Create accounting item records.

Creating Accounting Item Records for Rebates and Trade Promotions

Related Topics

Rebates and Trade Promotions
Rebates and Trade Promotions Process Flow
Rebates and Trade Promotions Limitations and Best Practices
Setting Up the Rebates and Trade Promotions SuiteApp
Setting Up Rebate Agreement Records
Creating Transactions with Rebates
Rebates Applied to Transactions
Rebate Accruals
Rebate Settlements

General Notices