Creating Transactions with Rebates

To receive or pay rebates, you can do any of the following to create or enter 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, you can also apply rebates on sales orders created through SOAP integration. See, Integration Record Overview.

Types of Transactions to Use

You can create or enter these transactions for 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

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.

• Inventory Items

• Non-Inventory Items

• Item Groups

• Kit/Package Items

• Assembly Items

• Service Items

• Drop Ship Items

• Special Order Items

• Advanced Bill of Materials

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

General Notices