Rebate Claim Fields

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

Key: * – Mandatory field; R – Read-only

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.