The optional Rebates of Financial Management Module of Epicor ERP provides you with a way to enter, update, and review any rebate program that your company runs with your customers. The module lets you accumulate rebates and pay a designated sold to customer, bill to customer, or another designated customer. These amounts are based on part and product group sales during a specified date range. Use this module to define the active rebate programs for your company. You can then generate the relevant transactions. Lastly, this functionality lets you pay the correct amounts to your customers through either an invoice check or a credit memo.

Use this program to generate all the relevant transactions that occur within a defined date range.

This Actions Menu command is found both in AR Invoice Entry and AP Invoice Entry. Use this command to turn the mentioned transactions into AP invoices or credit memos.

This program lets you enter rebate information for a single customer or a group of customers. You define the product groups or specific parts that will be included during the related offer as well as the respective breaks that the customer or customer group will receive.

This program lets you review all relevant transactions.

There are two tracker programs, Rebate Contract Tracker and Contract Status Tracker that you can use to follow the progress of the rebate programs.

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