This program allows you view and maintain customer rebate balances with adjustments, advance payments or holding back payments.
- In the menu, expand Other Modules > Rebate & Commissions > Rebate Payments > Payments and double-click Adjust, Hold or Prepay RB. RBW340 Rebate Customer Balance Selection panel appears.
| Field | Description |
| Rebate number | This is the rebate number you wish to view/adjust customer balances for. Leave it blank to select from the select list when you click OK. |
| Selection option |
You can select to view by : 1=Rebate definition – balance for the selected rebate definition will display 2=Customer – list of customers for the selected rebate will display allowing you to select the required customer. |
| Summary level | You can select to view by specific movement type or all movements. For advance payment select 2=Nominated movement. |
| Rebate cycle period | Nominate a specific rebate cycle or leave blank to view balances for different rebate cycles. On the balance panel use functions Next cycle/Previous cycle to navigate through rebate cycles. |
- Enter the rebate number and select option 2= By customer and click OK. Customers with rebate balances for the selected rebate number is listed.
- Select the customer and right click Change. Balances for the selected customer is listed.
| Function | Description |
| Next cycle | Takes you to the next rebate cycle period. |
| Transaction details | Used to view the transaction details for all transaction types. |
| Next cust | Will display the balances of the next customer for the selected rebate definition. |
| Definition | Used to view the rebate definition details. |
| Transaction source | Used to view the transaction source for all transaction types. |
| Previous cycle | Takes you to the previous rebate cycle period. |
| Show tax | Displays the current value and tax amounts. |
- Use the functions Next cycle/Previous cycle to view the balances in those cycles. If there are balances in the cycle being viewed then the Rebate adjust selection field will appear for adjustment entry.
- Select the type of adjustment and click OK:
- 1 = for advance payment of rebate
- 2 = hold rebate payment
- 3 = adjustment
RBM341 Rebate Adjustment panel appears for adjustment entry.
| Note | For advance payment you must enter specific customer and movement type. |
- Enter the adjustment amount and the reason for the adjustment and click OK.
