Acumatica Rebate Program

​@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.

 

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.

A few different approaches could work here depending on how automated you want the rebate process to be.

For a relatively simple program like a fixed percentage of customer sales, one option is to track the rebate percentage on the customer using an Attribute and then use a Generic Inquiry or customized sales report to calculate the accrued rebate over the applicable period. That can work well if the primary need is visibility/reporting and someone will handle the actual credit manually.

Another option would be a customization that stores the rebate agreement, calculates the accrual, and potentially helps automate the credit process. That gives you more control, but obviously comes with the development and maintenance that goes along with a customization.

There are also third-party options if you need something more automated. Rockton Pricing Management (RPM), for example, works with Acumatica and can calculate customer rebates as transactions occur. The rebate can be based on customer, item, product group, dates, quantities, percentages, or other Acumatica data, and the calculation can be tracked separately from the selling price. RPM can also create the accounting/accrual side of the calculation through GL entries.

For your specific example, a fixed percentage of all qualifying sales for a customer during a quarter would be fairly straightforward. The main question I would clarify is what you want to happen at the end of the quarter: simply report the rebate balance, create a credit memo, maintain a balance that can be consumed on future orders, or some combination of those.

That answer would probably determine whether a GI/report is sufficient or whether it makes sense to look at something more automated.