Entering Customer Rebate Information

Record products, price lines, or price groups in Customer Rebate Maintenance that qualify your customers for a vendor rebate.

To enter customer rebate information:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the customer ID to display the customer record.
Use the Rebate hot key to display the Customer Rebate Maintenance screen.

The customer name displays in the Customer field.

In the Prod Desc, /Prc Line, !Group field, enter a product, a price line, or a price group as follows:

To enter a...	Enter...	The rebate applies to...
Product	a period (.) followed by the part number or part of the product description, and press Enter to display a list of products from which to select.	the products entered only.
Price Line	a forward slash ( / ) followed by the price line ID or part of the price line description, and press Enter to display a list of price lines from which to select.	all products in the price line entered.
Price Group	an exclamation point ( ! ) followed by the price group ID, or enter part of the price group description, and press Enter to display a list of price groups from which to select.	all products in the price group entered.

In the Contract # field, enter the number that identifies the contract, if any, associated with the rebate offer. The vendor typically supplies this number. This number displays on the Customer Sales Rebates report (Reprts / End of Month Reports).
In the Rebate Vendor field, enter the name of the vendor who is offering the rebate. When you complete this field, you can run the Customer Sales Rebates report specific to this vendor and submit it for payment.
In the Expire field, enter the date the rebate offer is no longer effective. If you leave this field blank, the rebate offer is good indefinitely. The system compares the expiration date to the generation ship date to determine whether a rebate offer is still in effect.
Press Esc to save the information and return to the Customer Maintenance screen.

More Options for Entering Customer Rebate Information

The Customer Rebate Maintenance screen also offers these options:

Hot Key	Description
Find Item	Enter a product description, part number, price line, or group when prompted to search for a product to display in the Prod Desc, /Prc Line, !Group field.
Copy Line	Inserts into the list a copy of the product, price line, or group on which the cursor is positioned. Use this hot key to minimize typing adding items that need only minor changes from the copied item. Caution: If you copy a product, price line, or price group, any date assigned using the Effective Date Override hot key is also assigned. You should verify if a product, price line or price group has an override date in effect before copying. Otherwise, you might assume that the contract is using the present date to specify a price sheet, when, in effect, you may copy an effective date that points to a different price sheet. That could cause the wrong actual cost to be used in calculating the price assigned to a product in Sales Order Entry.
Eff Date Ovrd	Enter price sheet date used to determine the rebate price for the product, price line, or price group. Each product, price line, and price group can have its own effective override date. If a product, price line, or price group does not have an effective date override, the system uses the current date to specify the price sheet in effect. A date entered using this hot key replaces the price sheet cost value, usually REP-COST, on the Customer Sales Rebate Report. The Prc Eff Date Ovrd field on the Matrix Cell Rebate Maintenance screen also overrides the actual cost value on the Customer Sales Rebate Report.