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
- Open the Create Customer Rebate Credit
Invoice, Periodic
Settlement(s) or the Final Settlement(s) window
and query for the required rebate settlement.
- 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.
- 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.