When a customer orders a product, the price is typically derived from the item's price sheet and the active sell matrix. Alternately, you can set up rebate tables at the sell group level to apply rebates to products in a sell group.
If you have defined sell group rebates, activate the Apply Rebates From Sell Group Rebate Table control maintenance record.
The system checks the sell matrix for active sell group rebates, then checks for defined rebate tables for the product's sell group:
If the product's sell group has defined rebate tables, the system uses the most recent table relative to the order's pricing date to apply the rebate.
If the product's sell group has no rebate tables with a date less than or equal to the order's pricing date, no rebate applies.
If the system finds an active rebate table, it checks the table from the lowest to highest selling price to apply a rebate as follows:
If the product's selling price is more than the highest selling price listed in the table, no rebate applies.
If the product's selling price falls between two selling prices listed in the table, the smaller rebate applies.
If the product's selling price falls below the lowest selling price in the table, the rebate for the lowest selling price applies.
When a rebate applies, the system performs the following:
Subtracts the rebate amount from the item's cost of goods sold (COGS) and commission cost (COMM).
Displays R as a suffix to any costs in order entry modified by a sell group rebate.
Adds a line to the Order Change Log stating a sell group rebate was applied to the product and the order generation affected.
If the rebate amount causes the item's COGS or COMM Cost to fall to zero or below, the system sets the appropriate cost to zero and adds a line to the Order Change Log stating which product on which generation had which cost forced negative.
This topic contains the following procedures:
To set up a sell group rebate table:
From the Maintenance > Price Maintenance menu, select Buy/Sell Group to display the Buy/Sell Group Maintenance window.
In the Group ID field, enter the sell group ID for which to set up a rebate table.
Select File > Rebate to display the Sell Group Rebate Maintenance dialog box.
The Group field displays the name of the sell group from the Buy/Sell Group Maintenance window.
In the Branch field, enter the branch where the rebate applies.
Note: You must be assigned the SELL.GROUP.REBATE.MAINT authorization key at level 2 to use this option.
In the Effective Dates area, enter the date ranges for which to activate the rebate.
In the Selling Price column, enter a reference selling price for items in the sell group. For example, for all items priced at $100, enter 100 in this field.
In the Rebate Amount column, enter the amount of rebate offered for products priced at the associated selling price. For example, enter 5 in the rebate field to give the customer a $5 rebate for buying products at the price listed in the Selling Price field.
Repeat steps 6 and 7 for as many selling prices as necessary.
Save the rebate table and return to the Buy/Sell Group Maintenance window.
From the Maintenance > Price Maintenance menu, select Sell Matrix to display the Sell Matrix Maintenance window.
Enter the necessary information to display the matrix cell.
Click the Rebates tab.
In the Check Sell Group Rebates column for each rebate contract listed, check the box if you want the system to check for sell group rebates when a customer orders products in this sell group. If left unchecked, the system prices the item using the matrix set up.
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