Published at: 2026-09-17

Configure Rebate Usage Rules

Rebate Usage Rules decide which rebates an order can use and how much rebate it can use.

Overview

Rebate Usage Rules control which Rebate Forms and amounts an order can use. They evaluate document conditions, rebate form conditions, and rebate usage amounts together.

[!IMPORTANT] You must configure Rebate Usage Rules and select a specific rule on the order before the order can consume rebates.

Basic information

Field	Description
Subject	Enter the name of the Rebate Usage Rules.
Usage object	Shows which object the rebate is used on, usually Sales Order.
Rule type	Shows which rebate type this usage rule restricts: Amount-Based Rebate or Product Rebate.
Owner	Select the employee responsible for the rebate activity.
Assigned Department	Select the department that owns the rebate form.
Product scope	Applies only to Amount-Based Rebate Usage Rules. `With Product Range` means the rebate form in this rule can only be used for part of the Designated Product, including usage conditions and usage amount calculations. `No Product Range` means the rebate form applies to the whole order, and conditions and amounts are calculated from the full order. This setting cannot be changed after you save the rule.
Enable Status	Set whether the rebate rule is enabled. Only enabled rebate rules can be used.

Invoice Condition

Which order conditions must be met before the rebate can be used.

You can use fields from the order master object as rebate conditions, including preset and custom fields.
For example, the sales order total is Greater Than or Equal To 1,000, or the order date is later than a certain date.
You can also create aggregated values in advance and use them as conditions.
For example, the order must include Product A, and the quantity must be at least 3 boxes. You can implement this kind of product-line condition with aggregation rules.

Rebate form conditions

Which rebate form conditions must be met before the order can use the rebate.

You can use fields from the rebate form object as conditions, including preset and custom fields.
For example, if you add a custom field named Rebate Source to the rebate form, you can let source A rebates use up to 30% of the order amount while source B rebates have no limit.

Rebate usage amount

This defines how much rebate an eligible order can use within the specified rebate form range.

Method	Description
Calculate by threshold	After the conditions are met, The Available Rebate amount grows in multiples based on how many times the threshold is met. For example, if the Price Book Total allows a maximum rebate of 5 for every 100, then a Price Book Total of 200 allows a maximum rebate of 10. Order amount cap: You can also set an upper limit on the rebate amount for one document. If the Price Book Total allows a maximum rebate of 5 for every 100 and the order amount cap is 50, then a Price Book Total Greater Than or Equal To 1,000 still allows only 50.
Calculate by full amount	The Available Rebate amount is calculated directly from a formula or a fixed value. For example, the maximum rebate can be [transaction amount * 2%] or a fixed 100.

Method

Description

Calculate by threshold

After the conditions are met, The Available Rebate amount grows in multiples based on how many times the threshold is met.
For example, if the Price Book Total allows a maximum rebate of 5 for every 100, then a Price Book Total of 200 allows a maximum rebate of 10.

Order amount cap: You can also set an upper limit on the rebate amount for one document. If the Price Book Total allows a maximum rebate of 5 for every 100 and the order amount cap is 50, then a Price Book Total Greater Than or Equal To 1,000 still allows only 50.

Calculate by full amount

The Available Rebate amount is calculated directly from a formula or a fixed value. For example, the maximum rebate can be [transaction amount * 2%] or a fixed 100.

Multiple configuration items use an AND relationship. The maximum rebate amount for an order is the smallest result from all items.
- For example, if you configure Rebate amount <= formula Sales Order. List Amount x 0.2 and Rebate amount <= fixed value 100, then:
  - When the list amount is within 500, the maximum rebate amount is [list amount * 0.2].
  - When the list amount is 500 or more, the maximum rebate amount is 100.

Expected results and verification

New rules can be matched during rebate usage.
When the order meets the conditions, the system controls the available amount by the minimum value.
Product scope, Effective Status, and rule type can all limit rebate usage correctly.

FAQ

If an order cannot use rebates, check whether the usage object, document conditions, and rebate form conditions are all met.
If the available amount is unexpected, check whether multiple calculation items are configured. The system uses the smallest value.
If the product scope is wrong, confirm whether you used the With product scope rule by mistake.