Purchase Rebates for Goods Sold

Within a Purchase Rebate card, there is the option in the General FastTab to Pay Based on Sales %. Where this is 'No', as default, it means all rebate entries are tracked based on goods purchased from the allocated Vendors within the Rebate so that when the Document Output is ran, the goods are calculated based on those purchases. 

Where Pay Based on Sales % is 'Yes', this will check the Qty of goods sold from the Item Ledger Entries screen within the Start/End date parameters from the Rebate Card and calculate the overall % of the goods sold vs purchased. The rebate entries will still be created as normal for goods purchased, but a few changes will occur:

  • A new field will be displayed directly underneath showing the Eligible Goods Sold. This will be hidden when the Pay Based on Sales % is unticked. 
  • The values for the Expected Rebate Total in the Summary will differ so that a new calculation will display the correct amount the document output will generate for based on the levels of goods sold.
  • The Document Output will therefore reflect the rebate value based on the levels of goods sold rather than purchased. 

Below is an example of a Purchase Rebate where Pay Based on Sales % is 'Yes', using Value Type of 'Value' and Value Calculation of 'Quantity (Base)' where my Maximum/Fixed Rebate is '5'. 

  • I post a Purchase Invoice for an Item with Qty 100.
  • I then post a sales Invoice for the same item with Qty of 25 (i have therefore sold 25% of the goods)
  • As my Maximum/Fixed rebate is '5', my Maximum/Fixed rebate Total is therefore '£500' (Maximum amount x Qty Base)
  • Because I have therefore only sold 25% of those goods, my document output will therefore be for '£125', reflected in the Expected Rebate Total. (25% of £500 = £125)

My Vendor rebate will therefore be £125. 

The Eligible Goods Sold field is a flowfield, so clicking into this field will show the Sales Entries it has used to determine this calculation. Effectively, Business Central will check the "Item Ledger Entries" where:

Entry Type = 'Sale'

Posting Date = Falls into your Rebate Start/End date

Item No = Is defined from the Rebate Lines.