Custom Rebate Columns on the Items Subtab

The following columns are added to the Items subtab of a sales and return transactions:

Column Name	Description
Estimated Rebate Amount	This column shows the rebate amount based on the agreement details criteria, calculation method and amount, and cost basis. The Estimated Rebate Amount column displays on sales orders and return authorizations, while the Accrued Rebate Amount column displays on cash sales, cash refunds, credit memos, and invoices. To view the descriptions and formulas for calculating rebates, see the Calculation Method and Calculation Basis section in Adding Agreement Details.
Accrued Rebate Amount
Adjusted Unit Cost	This column shows the adjusted unit cost for each line item on a transaction. The amount shown on this column is calculated as follows: Adjusted Unit Cost = per unit cost- per unit rebate amount
Estimated Gross Profit Amount after Rebate	This column shows the gross profit amount after adding the estimated rebate amount to the gross profit amount. The values for Estimated Gross Profit Amount after Rebate and Gross Profit Amount after Rebate columns are reduced when paying rebates, and is increased when receiving rebates. The system populates this value after saving the transaction. The Estimated Gross Profit Amount after Rebate column displays on sales orders and return authorizations, while the Gross Profit Amount after Rebate column displays on cash sales, cash refunds, credit memos, and invoices. The Estimated Gross Profit Amount after Rebate and Gross Profit Amount after Rebate are calculated as follows: Calc = sum of rebate amount + est. gross profit for an items
Gross Profit Amount after Rebate
Estimated Gross Profit % after Rebate	Note: Gross Profit after Rebate and Gross Profit % columns exclude discount items and promotional items in the calculation. This column shows the gross profit percentage after adding the estimated rebate amount to the gross profit amount. The values for Estimated Gross Profit % after Rebate and Gross Profit % after Rebate columns are reduced when paying rebates, and is increased when receiving rebates. The system populates this value after saving the transaction. The Estimated Gross Profit % after Rebate column appears on sales orders and return authorizations, while the Gross Profit % after Rebate column appears on cash sales, cash refunds, credit memos, and invoices. The Estimated Gross Profit % after Rebate and Gross Profit % after Rebate are calculated as follows: Calc = (gross profit amount after rebate/adjusted sale amount) * (100)
Gross Profit % after Rebate
Actual Gross Amount	This field shows the actual gross amount indicated on the line item.
Adjusted Sale Amount	This field shows the amount after the price pass-through value is deducted from the actual gross amount.
Price Pass-through	This column shows the amount of the sales price to be passed on to the customer as a discount.
View Applicable Rebates	When you click the box in this column, a popup window shows all rebate agreements with conditions that match the line item. You can override the system-suggested rebate by selecting a different rebate. For more information, see Manually Selecting a Rebate.
Rebate Transaction Record	This column shows the rebate transaction record ID after invoices, cash sales, credit memos, and cash refunds are created. This record contains information from the source transaction, which the system refers to and updates during the accrual process. When you edit the transactions, the system replaces this ID.

Column Name

Description

Estimated Rebate Amount

This column shows the rebate amount based on the agreement details criteria, calculation method and amount, and cost basis.

The Estimated Rebate Amount column displays on sales orders and return authorizations, while the Accrued Rebate Amount column displays on cash sales, cash refunds, credit memos, and invoices.

To view the descriptions and formulas for calculating rebates, see the Calculation Method and Calculation Basis section in Adding Agreement Details.

Accrued Rebate Amount

Adjusted Unit Cost

This column shows the adjusted unit cost for each line item on a transaction. The amount shown on this column is calculated as follows:

Adjusted Unit Cost = per unit cost- per unit rebate amount

Estimated Gross Profit Amount after Rebate

This column shows the gross profit amount after adding the estimated rebate amount to the gross profit amount. The values for Estimated Gross Profit Amount after Rebate and Gross Profit Amount after Rebate columns are reduced when paying rebates, and is increased when receiving rebates.

The system populates this value after saving the transaction.

The Estimated Gross Profit Amount after Rebate column displays on sales orders and return authorizations, while the Gross Profit Amount after Rebate column displays on cash sales, cash refunds, credit memos, and invoices.

The Estimated Gross Profit Amount after Rebate and Gross Profit Amount after Rebate are calculated as follows:

Calc = sum of rebate amount + est. gross profit for an items

Gross Profit Amount after Rebate

Estimated Gross Profit % after Rebate

Note:

Gross Profit after Rebate and Gross Profit % columns exclude discount items and promotional items in the calculation.

This column shows the gross profit percentage after adding the estimated rebate amount to the gross profit amount. The values for Estimated Gross Profit % after Rebate and Gross Profit % after Rebate columns are reduced when paying rebates, and is increased when receiving rebates.

The system populates this value after saving the transaction.

The Estimated Gross Profit % after Rebate column appears on sales orders and return authorizations, while the Gross Profit % after Rebate column appears on cash sales, cash refunds, credit memos, and invoices.

The Estimated Gross Profit % after Rebate and Gross Profit % after Rebate are calculated as follows:

Calc = (gross profit amount after rebate/adjusted sale amount) * (100)

Gross Profit % after Rebate

Actual Gross Amount

This field shows the actual gross amount indicated on the line item.

Adjusted Sale Amount

This field shows the amount after the price pass-through value is deducted from the actual gross amount.

Price Pass-through

This column shows the amount of the sales price to be passed on to the customer as a discount.

View Applicable Rebates

When you click the box in this column, a popup window shows all rebate agreements with conditions that match the line item.

You can override the system-suggested rebate by selecting a different rebate. For more information, see Manually Selecting a Rebate.

Rebate Transaction Record

This column shows the rebate transaction record ID after invoices, cash sales, credit memos, and cash refunds are created.

This record contains information from the source transaction, which the system refers to and updates during the accrual process. When you edit the transactions, the system replaces this ID.

General Notices