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Acumatica Rebate Program

  • August 3, 2026
  • 2 replies
  • 17 views
A
Freshman I
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Hi All,

Has anyone here every used acumatica to track a rebate program with a customer and be able to generate a quarterly report to track it?  I want to track all their sales for a certain time period then calculate it in total and be able to use that rebate as a "credit" on future purchases by that customer.  Also it will be a fixed percentage of all sales

 

 

      2 replies

      R
      Captain II
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      ​@andy99 You can review the Sales Order Details by Customer report as a starting point. It already contains much of the required information, and any additional fields or changes needed for your requirement can be added by modifying this report.

       

       

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      Laura03
      Captain II
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      • Laura03
      • Captain II
      • August 3, 2026

      Hello,

      Please vote for your idea Here (link).  Looks like Acumatica have been waiting a long time for rebate functionality.

       

      One poster mentions tracking customers’ rebate percents via Attribute, then using the Attribute with existing Sales reports to produce Rebate reports monthly. 

      I hope these ideas help you.

      ~ Laura Barber, WM Synergy
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