Use Amount-Based Rebate

Overview

Before you start

[!IMPORTANT] - The Customer Fund Account system is enabled, and account authorization and account validation rules are configured. - The rebate form has been posted to account. - The order has a Rebate Usage Rules available.

Use Amount-Based Rebate

1. Show the Customer Fund Account Component on the order.
2. In Current deduction, enter the amount you want to use.
   • Make sure the amount does not exceed the current order limit and the rebate form balance.
   • The value is applied automatically to rebate forms in Expiration date descending order.

1. If you need to adjust line by line, click Adjust usage details.
   • On the details page, view and adjust the Rebate Usage Rules and rebate forms that can be used.
   • You can adjust the amount used from each rebate form.

What happens after usage

• The system applies rebate forms automatically in Expiration date descending order.
• Within the allowed rebate usage scope, the order writes back the usage result after you confirm the amount.
• The related fields on the master-detail object are affected according to the Rebate Type.
• The Amount Pending Collection equals the original Amount Pending Collection minus the rebate amount used.

Expected results and verification

• The order shows the rebate amount used.
• Rebate usage details show the matching rebate forms.
• The Amount Pending Collection decreases accordingly.

FAQ

• If the amount cannot be entered, check the rebate form balance and the order limit.
• If the amount is not enough, check the rebate form balance, account balance, and whether The rebate form has been posted to account.

Related topics

• Rebate overview
• Record rebate form entry
• Use Product Rebate