Maintain Rebates for an Invoice

Use this activity to maintain rebates for an invoice.

This activity can be performed only on an invoice with an Invoice Status of Initial or Draft.

A reprice of the invoice must be completed if any property that affects the line items is updated. Clicking the Generate Invoice button does not cause the invoice to be re-calculated, it merely creates the invoice documents.

For a single-job invoice:

• Rebates come from the related job invoice.
• Rebates display at invoice level.
• When a change is made to the rebates, then the changes are reflected in the job invoice in the job.
• Rebates are applied on the line items raised by the job invoice.

For a combined-by-job merged invoice:

• Rebates are combined into a unique set of surcharges from the merged job invoice.
• Rebates display at invoice level.
• When a change is made to the rebates, then the changes are reflected in EACH job invoice in the job.
• Rebates are applied on the line items raised by the combined job invoices.

Note that for a grouped-by-job merged invoice, rebates are maintained at the job invoice level.

Miscellaneous line items appended by the user are not affected by rebates or surcharges. Only the line items that are generated by pricing and displayed in the Line Items tab (under a job invoice for a grouped-by-job invoice, or at invoice level for a single or combined-by-job invoice) are affected by surcharge and rebate adjustments.

Activity Steps

1. Proceed to update an initial or draft state invoice, and during this action, include the following steps.
2. Select the Rebates tab.

   Rebates associated with the invoice display in the grid in rows. A single job invoice and a merged invoice that has a combined-job pricing mode displays rebates at the invoice level.

   Any changes to an invoice's header are reflect back in the job invoice. Where the invoice is comprised of multiple job invoices, then the changes are reflected in the primary job invoice.

To add an invoice-level rebate:

1. Click Add.
2. Select the Rebate Code.
3. Click Submit.

   The rebate is added to the invoice after any other rebates already on the invoice. The rebates on the invoice and related job invoices are re-sequenced accordingly.

To remove invoice-level rebates:

1. Click X at the beginning of the rows to be removed.
2. Click Submit.

   The rebates are removed from the invoice. The rebates on the invoice and related job invoices are re-sequenced accordingly.

Example:

If a new rebate is added to a combined-by-job invoice, and in the same process a rebate is removed from the invoice, then the rebates on the invoice and job invoices are re-sequenced as follows:

Invoice No	Rebates Tab	Sequence
INV001	Bulk Samples Discount	1 --> removed
	Loyalty Discount	2 --> 1
	Single Product Rebate	3 --> 2
	Price-Cut	4 --> 3
	Bundled Discount	5 --> 4
	Monday Special	new --> 5

	Job Invoices	Rebates	Sequence
Job1
	Job1Invoice1
		Bulk Samples Discount	1 --> removed
		Loyalty Discount	2 --> 1
		Monday Special	new --> 2
	Job1Invoice2
		Single Product Rebate	1
		Bulk Samples Discount	2 --> removed
		Loyalty Discount	3 --> 2
		Monday Special	new --> 3
Job2
	Job2Invoice1
		Price-Cut	1
		Bundled Discount	2
		Monday Special	new --> 3

To re-sequence invoice-level rebates:

1. Click on a row and drag it to its desired position within the grid.
2. Click Submit.

   The rebate sequence is persisted.