Use the Customer Sales Rebates Report to view rebate offers you have passed along from vendors to your customers. This report lists product sales eligible for vendor rebates.
You can determine the selection criteria, sort order, and detail level of the report. All levels of the report show the total quantity shipped and corresponding rebate amount due. You can create an invoice for the amount due and send it with the report to the vendor.
The detailed version of the report lists each transaction line item for which you are entitled to a rebate. The summary version of the report displays totals for each product. Regardless of which form you choose, the data for each contract is printed on a separate page, with the last page displaying Grand Totals for the quantity shipped and rebate extension columns. The system rounds totals to three decimal places to ensure as much accuracy as possible.
Note: If you run the report for a customer with a Ship-From only account, the system retrieves the pay-to information from Vendor Maintenance.
Additionally, if you sort by branch, a separate page prints showing the quantity shipped and rebate extension totals for each branch that shipped product subject to a rebate or use the Column hot key to indicate which columns you want to display on the report. See Modifying the Column Layout for a Report for complete instructions.
For complete instructions on running this report, see Customer Sales Rebates Report in Pricing Management.
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