Create Rebate Credit Invoice
Explanation
This activity is used to create rebate credit invoices. Once the rebate transactions
are aggregated in settlements, rebate credit invoices can be created based on
them. You can select either the option to create the invoice only or create
the invoice and print it as well.
Note: The rebate credit invoices created under this activity will
not be shown in Invoiced Sales and the
Detailed Statistics-Invoiced Sales windows, since
it is a money refund and not a sale.
Prerequisites
- The rebate transactions have been aggregated and the Do Not Invoice
option should be disabled in the Periodic
Settlement(s) window or in the Final
Settlement(s) window.
- The total rebate amount of the periodic settlement should be larger
than zero.
- The total rebate amount of the final settlement to be invoiced should
be larger than zero.
System Effects
This activity has the following system effects.
- A new rebate credit invoice will be created in Preliminary status
and can be viewed in the
Customer Invoice
window. If the Create and Print invoice has been selected,
the postings also will be created and the new invoice will be in Posted/Authorized
state. However if Create and Print invoice has been selected and
posting errors occur, then the invoice will be in Printed status.
- The periodic settlement in the Periodic Settlements
window will be marked as invoiced.
- The final settlement in the Final
Settlements window will be marked as invoiced.
- The created invoice will be visible in the
Customer Invoices Analysis
window.
- If the rebate agreement is based on rebate
groups, the
Customer
Invoice/Lines tab will have the rebate group in the Sales
Part Rebate Group field. If the rebate agreement is based assortment
nodes, the
Customer
Invoice/Lines tab will have the assortment node in the Sales
Part Assortment Node ID field.