Using a one-time rebate for short-term SPAs

Use short-term special pricing agreements (SPA) for a one-time rebate. For example, when you are taking an order from a customer who is ordering a product that you know your vendor issued a rebate for earlier. Inquiry tells you that this particular rebate is not yet in your system.

Note: Before using the SPA, use the Personalize feature to display the One Time Cost option.
  1. Select Sales > Order > Entry.
  2. Specify the appropriate information, and click Next.
  3. In the Add Line Item section, select a Line Type and specify a Product number.
  4. Contact your vendor to negotiate a one-time rebate for the item selected in this line.
  5. Before dropping the line, click One Time Rebate.
  6. In the One Time Rebate Contract section, specify the New Rebated Cost and New Contract number given to you by the vendor. Specify the Vendor Number.
  7. Click OK.
  8. In the Line Items view, specify a quantity in the Qty Ord field.
  9. In the Price field, accept the default price. Or, you can pass along the part of the rebate to your customer by manually specifying an agreed-upon price.
  10. Click Add to drop the line.
  11. Specify additional information as necessary to complete the order.
  12. Click the Finish.

Transaction data for the line items are processed when you finish the order and complete invoice processing. Invoice processing runs a one-time, on-the-fly PD Rebate Reconciliation Entry.