Editing a Rebate Management Custom Form

You can edit the following rebate management custom forms:

• RM Invoice Claim

• RM Vendor Credit

• RM Credit Memo Disbursement

• RM Vendor Bill

To edit the RM custom form:

1. Go to Customization > Forms > Transaction Forms.

2. On the Custom Transaction Forms page, click Edit next to the custom form you want to edit.

   1. For RM Invoice Claim and RM Credit Memo Disbursement:

      • In the PDF Layout field, select Standard Transaction Layout.

      • In the HTML Layout field, select Standard HTML Transaction Layout.

      • In the Email Message Template field, select Default Email Template.

   2. For RM Vendor Credit:

      • In the Print Template and Email Template fields, select Standard Vendor Credit PDF/HTML Template.

   3. For RM Vendor Bill Disbursement:

      • In the Print Template and Email Template fields, select Standard Vendor Bill PDF/HTML Template.

3. Click Save.

General Notices