Record rebate form entry

Overview

Before you start

[!IMPORTANT] - The Customer Fund Account system is enabled. - The rebate-related account and authorization settings are complete.

Manual posting

1. On the rebate form details page, click Post to Account.

1. Select the Customer Fund Account to post to.

1. Confirm the posting status.

Posting notes

• If the rebate form type is Amount-Based Rebate, or if the Usage Method of a Product Rebate is Rebate by Amount, posting creates the corresponding income flow for the account and increases the balance.
• If the Usage Method of a Product Rebate is Rebate by Quantity, posting does not create an income flow and the account balance does not change because the Customer Fund Account only manages money, not quantity.

Automatic posting

Account mapping

• Rebate account: Used for Amount-Based Rebates, or Product Rebates with the Offset Payment Received / Allocated Discount Usage Method.
• Product compensation account: Used for Product Rebates with the Rebate by Amount Usage Method.
• Quantity compensation account: Used for Product Rebates with the Rebate by Quantity Usage Method.

Expected results and verification

• The rebate form shows as posted.
• The rebate form shows the posting account.
• Amount-Based Rebates and amount-based Product Rebates increase the account balance.
• Quantity-based Product Rebates do not increase the account balance.

FAQ

• If the Post button is missing, confirm that the rebate form is within the effective period and its Enable Status is enabled.
• If automatic posting does not work, check the automatic posting settings in Customer Fund Account Management > Account Authorization.
• If the balance does not change, confirm that the rebate type matches the Usage Method.

Related topics

• Rebate overview
• Configure Customer Fund Accounts
• Create an Amount-Based Rebate form
• Create a Product Rebate form