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.