Direct Rebate Entries
Description
Direct rebate entries are automatically generated from the defined rates, including accruals if configured. These entries are grouped by settlement codes and customers to create rebates, but they also allow the application of filters such as cut-off dates, rate codes, and other custom criteria.
Generate Rebate Entry
From the direct rebate entries page, rebate entries can be generated for subsequent settlement.
The result is that those direct rebate entries, which have not yet been linked to a rebate entry, have been grouped to generate a rebate entry that can be settled, just like the rebates and accruals created from customer targets.
Once the rebate entry has been generated, even if accruals are used, there is no need to interact further with the direct rebate entry, and all actions can be performed from the rebate entries.
Additionally, the dimensions of the rebate entry will result from accumulating the dimensions specified at the customer and settlement group levels, applied in that order. Lastly, the description of the generated rebate entry will follow this priority order (from highest to lowest): the settlement group description and the customer code.
Note that each direct rebate entry generates a detailed rebate entry with the same characteristics. The rebate entry that groups them is characterized by the settlement group and customer that unify them.