Editing Rebate Preferences

When editing the preferences, follow the maximum allowed limit for both the inclusion and exclusion lists.

Note:

Rebate type, transaction type, and payment type cannot be modified when editing a rebate preferences record.

To edit a rebate preferences record:

1. Go to Rebate Management > Preferences > Preferences.

2. On the Rebate Preferences List, click Edit beside the record that you want to edit.

3. On the Rebate Preferences record, you can update the following information:

   • Add or remove customer attributes

   • Add or remove item attributes

   • Update accounting information

4. Click Save.

   All changes to the rebate preferences record apply to future transactions, new rebate agreements, and existing rebate agreements with no agreement details.

Related Topics

• Setting Up Rebate Agreement Records
• Setting Rebate Preferences
• Creating a Rebate Agreement
• Adding Agreement Details
• Editing Rebate Agreements and Agreement Details

General Notices