Including Cost Override Codes in Rebate Reports

You may want to include a list of cost override codes on your Customer Sales Rebate Report as a way of tracking rebates on line items in sales order entry.

For example, you can create a rebate for a line item on a sales order by assigning the cost override code "Rebate" to that item. When you run the Rebate Report, you can specify that the report includes the Rebate cost override code.

Define cost override codes in the Valid Cost Override Codes control maintenance record, and apply them to matrix cells from any Matrix Maintenance screen. You can also manually enter cost override codes in sales order entry, if the Prompt For Cost Code on Cost Override in SOE control maintenance record is set to Yes.

To include cost override codes in a Customer Sales Rebate Report:

  1. From the Reports > End Of Month Reports > Customer Reports menu, select Customer Sales Rebates to display the Customer Sales Rebates Report window.

  2. Set up the report information as described in Running the Customer Sales Rebates Report.

  3. Select File > Cost Ovrd Codes to display the Cost Override Code Selection dialog box and enter the cost override codes you want to include or exclude from the report.

See Also:

Running the Customer Sales Rebate Report

Tracking Rebate Amounts