Movement Type Definitions define a type of product movement (typically sales, but can be any transaction) which can be used in a rebate definition to accrue rebates. Authorised users can create, change, copy and delete as many uniquely identified movement definitions as required. Each definition has many options for selection criteria which will determine whether any particular product movement will be eligible for rebate under any definition.
Selection criteria allow for inclusion or exclusion of either a list or range of values for characteristics of the product and of the movement. Product sales which meet all selection criteria for both the product and the sale become eligible for rebate under the movement definition. Any rebate definition which includes this movement definition will cause the rebate applicable to the product sale to be calculated and accrued.
Movement (sales) selection criteria may include or exclude lists of values or ranges of values for any or all of:
- Type of transaction (invoices, credits, transfers, etc.)
- Type of sale (normal, specials, giveaways, etc.)
- Price and/or Pricing group
- Discount and/or margin percentages
- Line Item type (pack or system, or a component, or stand alone item)
- Company or division, branch, region or sales rep that the customer is allocated to
- Various other customer related indicators
Product selection criteria may include or exclude lists of values or ranges of values for any or all of:
- Branch
- Origin
- Effective dates
- Seasonality
- Item hierarchy groups (five levels)
- Various other classifications and status flags
- Any number of user defined item classification types
Add/maintain a rebate movement
- In the menu, expand Other Modules > Rebate & Commissions > Maintenance and double-click RB Define Movement Types Maint . RBW121 Rebate Movement Maintenance panel appears.
| Field | Description |
| Rebate item group | The rebate movement that you would like to add or maintain to the system. |
| Base definition on | When copying to a new definition (Option = 3 in the next field) you can select from an existing movement, otherwise leave blank.1 |
| Option |
1 = Movement definition – use when adding or maintaining a rebate movement definitions. 2 = Item class type – use when adding or maintaining item classifications types and codes for rebate movements. 3 = Copy to new definition- use when copying from an existing rebate movement definition to a new one. |
- To add a new rebate enter the above information and click function Add. RBW121 Rebate Movement Definition panel appears in add mode.
- Enter all the applicable selections for the rebate movement.
- Click OK to save the new rebate movement.
- Enter any Classification types and Classification codes if applicable and click OK.
