Published at: 2026-09-17
Create an Amount-Based Rebate form
Create an Amount-Based Rebate form.
Overview
An Amount-Based Rebate is a rebate of a certain amount that a company gives to downstream distributors or customers. The distributor can use it on the next order, Offset Payment Received, or directly reduce the order Amount Pending Collection and the amount to be collected.
Before you start
[!IMPORTANT] - The rebate system is enabled. - The Customer Fund Account system is enabled and configured.
Amount-Based Rebate form
The Amount-Based Rebate form list lets you view and manage Amount-Based Rebate forms.
Create an Amount-Based Rebate form
- On the rebate form list, click New.
- Select Amount-Based Rebate.
- Fill in the subject, Applicable Account, and validity period.
- Select the Usage Method and enter the total amount.
- Configure the product conditions.
- Save the rebate form.
Field descriptions
- Subject: Enter the name of the rebate form.
- Applicable Account: Select the customer that owns the rebate form.
- Enable Status: Set whether the rebate form is enabled. Only enabled rebate forms can be used.
- Rebate type: Select the rebate form type, such as Amount-Based Rebate.
- Usage Method: Select how the rebate is used.
- Offset Payment Received: The order amount stays the same and the line unit price stays the same. This affects Subtotal After Expense Allocation, Paid Amount, and Amount Pending Collection.
- Allocated Discount: The order amount and line unit price both decrease. The discount is reflected in Rebate Discount and also affects Subtotal After Expense Allocation.
- Total: Enter the total amount for the rebate form, such as 5,000.
- Used: The system automatically counts how much of the rebate has been used.
- Remaining: The system automatically calculates the remaining rebate amount.
- Effective date: Set the start date when the rebate form becomes available.
- Expiration date: Set the end date when the rebate form becomes unavailable.
- Owner: Select the employee responsible for the rebate form.
- Assigned Department: Select the department that owns the rebate form.
- Posted: Read-only. Shows whether the rebate form has been posted to a Customer Fund Account.
- Posting account: Read-only. If the form is posted, shows which Customer Fund Account received it.
- Rebate generation policy and rebate generation rule: If the rebate form comes from a system-generated rebate policy, this field records the source policy and rule. Otherwise, it is empty.
- Original Value of Rebate Generation: Used to calculate the source document value for this rebate form.
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Expected rebate: The rebate value calculated from Original Value of Rebate Generation and the generation rule. By default, Total equals Expected rebate.For example, if a rebate generation rule creates 1% rebate from the company’s July order total, and the July order amount is 80,000, the rebate should be 800.
In this case, 80,000 is the Original Value of Rebate Generation and 800 is the Expected rebate. - Rebate Generation Batch: Records which batch this recurring rebate belongs to.
- Product conditions: Define which products an order must include before it can use this rebate.
- All products: Any product on the order can use this rebate.
- Specified range: Use any field on the product object as a condition. Only products that match the condition can use this rebate.
- Designated Product: The order must include specific products before it can use this rebate.
Expected results and verification
- The rebate form appears in the rebate form list.
- The enabled state and Usage Method are correct.
- The product conditions match the business rules.
FAQ
- If the rebate form cannot be saved, check whether all required fields are complete.
- If the rebate form cannot be used, confirm that the Customer Fund Account system is enabled.