Custom Rebate Fields on the Accounting Subtab

The following custom fields are added to the Accounting subtab of sales and return transactions:

Column Name	Description
Estimated Gross Profit Amount after Rebate	Note: Gross Profit after Rebate and Gross Profit % After Rebate columns exclude discount items and promotional items in the calculation. 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 you save 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 = rebate amount + est. gross profit
Gross Profit Amount after Rebate
Estimated Gross Profit % after Rebate	Note: Gross Profit after Rebate and Gross Profit % After Rebate 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 you save the transaction. The Estimated Gross Profit % after Rebate column displays on sales orders and return authorizations, while the Gross Profit % after Rebate column displays 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
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, read the Calculation method and Calculation Basis section in Adding Agreement Details.
Accrued Rebate Amount

Column Name

Description

Estimated Gross Profit Amount after Rebate

Note:

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

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 you save 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 = rebate amount + est. gross profit

Gross Profit Amount after Rebate

Estimated Gross Profit % after Rebate

Note:

Gross Profit after Rebate and Gross Profit % After Rebate 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 you save the transaction.

The Estimated Gross Profit % after Rebate column displays on sales orders and return authorizations, while the Gross Profit % after Rebate column displays 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

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, read the Calculation method and Calculation Basis section in Adding Agreement Details.

Accrued Rebate Amount

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