This program is used to add/maintain a monthly sales profile. Targets in the Rebate Sales file can be split into monthly targets on a percentage basis. This is an optional function of Rebates. The rebate monthly sales profile is based around a financial year, with month 1 being the first month in the financial year and month 12 being the last. This program only gives an estimation of the rebate earned within the selected profile.
Add a monthly sales profile
- In the menu, expand Other Modules > Rebate & Commissions > Maintenance and double-click RB Monthly Sales Profile Maint. RBM140 Monthly Rebates Sales Profile panel appears.
| Field | Description |
| Monthly Sales Profile |
The monthly sales profile code is mandatory and is used to spread the accrual over a period of time which could be a year, 3 months etc. Note: Monthly sales profit must be blank if not selected in the accrual method/rate field. |
- Click Add. RBM140 Monthly Rebate Sales Profile panel appears in add mode.
- Enter the Monthly profile name and click OK. RBM140 Monthly Rebates Sales Profile panel appears to specify the monthly percentages.
- Specify the monthly sales profile; for each month enter a percentage of the target rate making sure the entries add up to 100% and click OK.
Note: This is a monthly percentage depending on the sales amount used to calculate the rebate amount.
If September has a percentage rate of 5% then the customer receives 5% of the monthly sales amount in the form of a rebate.
If the customer sells $10000 of a particular item and is entitled to a 5% rebate for a selected month the following calculation is used:
5/100 X 10000 = $500 for the selected month.
The following month within the profile may have a percentage rate of 10%, therefore:
10/100 X 10000 = $1000 for the selected month
