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 check box should not be selected 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.

Window

Create Customer Rebate Credit Invoices

Related Window Descriptions

Create Customer Rebate Credit Invoices
Rebate Agreement
Periodic Settlement
Final Settlement

Procedure

1. Open the Create Customer Rebate Credit Invoice, Periodic Settlement(s) or the Final Settlement(s) window and query for the required rebate settlement.
2. If only the rebate credit invoice should be created, then select the rebate settlement line, right-click and click Create Invoice. If the rebate credit invoice should also be printed, select the rebate settlement line, right-click and click Create and Print Invoice.
3. An information message will appear needing your confirmation to create the invoice or to create and print the invoice based on the option you selected under step 2. Click OK to confirm.