Published at: 2026-09-17
Amount-Based Rebate
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.
Overview
Amount-Based Rebates are managed as monetary balances. After a rebate form is posted, you can use it on later orders or offset collection.
Rebate form list
The rebate form list lets you view and manage Amount-Based Rebate forms.
Create an Amount-Based Rebate form
Basic information
| Field | Description |
|---|---|
| Subject | Enter the name of the rebate form. |
| Applicable Account | Select the account 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
| Option | Description |
|---|---|
| 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. |
Amount information
| Field | Description |
|---|---|
| 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. |
Validity and ownership
| Field | Description |
|---|---|
| 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. |
Posting and source
| Field | Description |
|---|---|
| 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 | Records the source of the rebate form. |
| Original Value of Rebate Generation | Used to calculate the source document value for this rebate form. |
| Expected rebate | The rebate value calculated from Original Value of Rebate Generation and the generation rule. |
| Rebate Generation Batch | Records the batch result for recurring rebate generation. |
Product conditions
The order must include the following products before it can use this rebate.
| Option | Meaning |
|---|---|
| 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. |
Rebate rules
- After posting, Amount-Based Rebates can be used as Customer Fund Account balance on later orders.
- Amount-Based Rebates are often used to Offset Payment Received or reduce the Amount Pending Collection.