Published at: 2026-09-17
Configure Rebate Generation Policy
Rebate generation policies define the rebate source object, Data Statistics, Associated Account, and rebate content. Rebate generation rules define the specific rebate conditions and rebate content.
Overview
Use this feature to create and manage rebate policies efficiently. The system then generates the corresponding rebate forms for later use in business documents such as sales orders.
Before you start
[!IMPORTANT] - The rebate management module is enabled.
Basic information
| Field | Description |
|---|---|
| Rebate policy name | Enter the name of the Rebate Generation Policy. |
| Enable Status | Set whether the rebate policy is enabled. It runs only after it is enabled. |
| Effective date | Set the start date of the rebate policy. |
| Expiration date | Set the end date of the rebate policy. |
| Priority | Sets the priority of the rebate policy. If multiple policies exist, they run in ascending priority order. Smaller numbers mean higher priority. |
| Data Statistics | Select the document scope used to calculate rebates from the source object. |
| Rebate basis | Select whether to use the source document master object or detail object as the rebate basis. |
| Policy description | Records the rebate reason, object scope, Return Amount, and other notes. |
| Owner | Select the employee responsible for the rebate policy. |
| Assigned Department | Select the department that owns the rebate policy. |
| Associated Account | Select which Designated Account identity in the transaction is used for rebate calculation and ownership. You can use a Lookup field on the source document to relate the associated account. |
Data Statistics
| Option | Description |
|---|---|
| Rebate by Historical Cumulative Value | Counts accumulated documents in a specified time range and rebates only after the condition is met. This is suitable for monthly, quarterly, or annual rebates. |
| Generate per Order | Rebates when the current document meets the condition. This is suitable for order-by-order rebates. |
Rebate basis
| Option | Description |
|---|---|
| Rebate by Transaction Documents | Uses master object data to decide whether to grant a rebate, such as the sales order transaction amount. |
| Rebate by Transaction Details | Uses detail object data to decide whether to grant a rebate, such as the order product quantity. |
The source document for rebates defaults to Sales Order. You can enable and extend other objects in the backend options if needed.
Rebate dimension
| Option | Description |
|---|---|
| Designated Account | The default and recommended option. Rebates are calculated for the Designated Account on the sales order, and the result is posted to that Designated Account. |
| Other Designated Account dimension | You can also use a custom field on the sales order, such as Distributor. The system then calculates rebate data by the intermediary distributor and posts the rebate to the distributor instead of the buyer. |
Rebate generation rules
You can maintain specific rebate generation rules under a rebate generation policy, including the rule basic information, rebate conditions, and rebate content. Tiered rebates are usually implemented through multiple rules.
For example, you can configure:
- Rebate 3% for this Designated Account’s order total in the previous quarter.
- Rebate 50 for every 10,000 based on the previous month’s net order amount minus returns for all Designated Accounts under a distributor.
- Rebate 1% for order amount over 10,000, 1.5% for amount over 20,000, and 2% for amount over 30,000 using three separate rules.
Rebate generation timing
- Rebate by Rebate by Rebate by Rebate by Rebate by Current Order Amount: Supports only order-by-order generation. Rebates are generated at 00:00 the next day.
- Rebate by Rebate by Rebate by Rebate by Rebate by Historical Cumulative Value: You can generate manually, at a specified time, or on a recurring schedule.
| Option | Description |
|---|---|
| Generated Manually / Manual Trigger | Trigger rebate generation manually on the Rebate Policy Details page by clicking Generate Manually. The Generation Time is the same as the trigger time. |
| One-Time Generation at Specific Time | Generate rebates at a specified time, such as 2022/10/23, at 00:00 on that date. |
| Generate per Cycle | Generate rebates on a recurring schedule, such as the first day of every month, at 00:00 on the first day of the second calendar month after the policy becomes effective. |
Associated Account
| Option | Description |
|---|---|
| All | All Designated Accounts can generate rebates under this policy. |
| Designated Accounts that meet specified conditions | Use any Designated Account object field as a condition. Only Designated Accounts that meet the conditions can generate rebates under this policy. |
| Specified Designated Accounts | Only the specified Designated Accounts can generate rebates under this policy. |
Expected results and verification
- The policy list shows Enable Status, effective, expiration, and priority information.
- You can create multiple rebate generation rules under one policy.
- The system can generate rebates according to the configured timing.
FAQ
- If the policy does not take effect, check the enabled status, effective date, expiration date, and priority.
- If rebates are not generated on time, check the calculation scope and generation timing.
- If the Applicable Accounts do not match, check whether the Designated Account conditions are correct.