Rebate Claim Fields

Here is a description of the fields on the Rebate Claim object.

Key: * – Mandatory field; R – Read-only in all contexts

Field Name		Description
Applied Rebate Amount		Total amount of rebate applied to the claim.
Currency		Currency of the rebate claim.
Invoicing		Lookup to the invoice to which the claim relates if there is one.
Items		Items on a rebate claim for a purchase order.
Manufacturer		Lookup to the manufacturer name. You can display this field on the Rebate Claims page by adding it to the Claim field set.
Notes		You can enter notes about the claim in this field.
Purchase Order		Lookup to the purchase order to which the rebate claim relates if there is one.
Quantity Purchased		Number of items purchased that count towards the total accumulated volume on an incentive rebate. The value of this field comes from the Quantity field of the related purchase order line item. This field is not used on reseller submitted rebates.
Rebate		Lookup to the rebate record to which the claim relates.
Rebate Applied		Lookup to the record that determines the rebate applied to a customer quotation line, sales order line item.
Rebate Claim Name		Id of the rebate claim.
Rebate Name		Lookup to the Rebate Promotion Name on the rebate to which this claim relates.
Rebate Type		The type of rebate being offered. This can be Customer Submitted, Manufacturer Direct, Reseller Submitted or Incentive: Customer Submitted – a rebate that a customer applies for once they have purchased the product. Manufacturer Direct – a rebate that a customer receives from the reseller and that reseller receives an automatic rebate directly from the manufacturer without having to submit a claim. Reseller Submitted – a rebate a customer receives from the reseller and that reseller must apply for reimbursement from the manufacturer. Incentive – a rebate given to the reseller for achieving a goal such as achieving a certain volume of sales in a given time frame. This type of rebate is often tiered with variable incentives for escalating the volume of sales achieved.
Reimbursement Date		Date on which the claim was reimbursed.
Rejected Date		Date on which the claim was rejected.
Sales Order		Lookup to the sales order to which the rebate claim relates if there is one.
Status		Status of the claim. This is the status in the Salesforce approval process that your administrator has chosen. This can be New, Submitted, Reimbursed, Rejected or Expired.
Submitted Date		Date on which the claim was submitted.
Vendor Claim Number		Claim number to track rebate claims.

Buttons

Button	Description
Reimburse Claims	Marks the selected rebate claims as reimbursed.
Reject Claims	Marks the selected rebate claims as rejected.
Export Claims	Exports the selected rebate claims to a spreadsheet.
Reject Claims	Marks the selected rebate claims as rejected.
Search	Filters the list of rebate claims depending on the search criteria that you choose.
Reset	Resets the search criteria back to the default values and restores the list of rebate claims to the default view.