- Navigate to Purchasing > Purchasing Matrix.
- Type a Vendor, if filtering by a specific vendor.
- Do either of the following to select a price formula combination to update or delete:
- Select Product Filters
- Product - A product's reference code. If you set a price formula by product number, then it is applied only when that product is purchased.
- Product Line - A product line's reference code. If you set a price formula by product line, then it is applied to all products within that product line.
- Price Group - A price group's reference code. If you set a price formula by price group, then it is applied to all products within that price group.
- Buy Line - The reference code assigned to a Buy Line. A price formula set for a Buy Line applies to all products that belong to that Buy Line.
- Browse price levels.
- For Type list, select Current or Future.
- For Show list, select Available, Existing, or Expired.
- Type or search for a Branch to narrow results to a single branch.
- Select Product Filters
- Click Search.
- Click the Purchasing Matrix Combination Description link.
- On the Price Formula dialog, click Edit.
- Enter the formula for the matrix and the rebate amount as a whole number.
- Click Save.
Re-index purchasing rebates
Re-index purchasing rebates after updating.
- Navigate to Purchasing > Re-index Purchasing Rebate.
- Specify the Start Date and End Date to recalculate invoices based on the updated purchasing matrix.
- Click Re-Index.
Track and calculate vendor rebates with rebate reports.
PO Rebate Report
- Navigate to Purchasing > PO Rebate Report.
- Type or search for a Vendor, or leave blank to view the report for All vendors.
- Select a Date Type.
- Specify a Start Date and End Date.
- Click Export.
Vendor Rebate Invoice Report
- Navigate to Purchasing > Vendor Rebate Invoice Report.
- Type or search for a Vendor, or leave blank to view the report for All vendors.
- Specify a Start Date and End Date.
- Click Export.
