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Accumulating Rebates On Various Reports

Reports with rebate accumulation option:

  • OE-11 MTD Invoice Register
  • OE-12 MTD Sales Analysis
  • OE-19 MTD Cost Analysis
  • OE-23 Salesperson Activity
  • OE-24 MTD Sales Summary

Requirements:

  1. Must use Misc Types.
  2. Rebate Misc codes must have Rebate box checked in Misc table.
  3. Check Accumulate Rebates with Models and select applicable rebate Misc types.

Impact:

  • Rebate amounts (list and cost) move from Misc to Products column.
  • Adjusted amounts show actual sell price.
info

Rebates Included” (highlighted below) also appears when you use this option. This is just to denote how much in rebates were included in the product list amount. List, cost, profit, and margin all take the rebates into account already; the highlighted note is strictly informational.