Rebate_Claim__c
Label: Rebate Claim Tracks rebate claims. Claim date, reimbursement date, claim value and status are tracked.
Applied_Rebate_Amount__c |
Applied Rebate Amount |
Pre-Spring 2018 |
Total Amount of Applied Rebates
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Currency(18,2) |
0 |
Currency_Master__c |
Currency |
Pre-Spring 2018 |
Looks up to: Currency_Master__c
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Lookup |
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Invoicing__c |
Invoicing |
Pre-Spring 2018 |
Lookup to the invoice to which the claim relates.
Looks up to: Invoicing__c
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Lookup |
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Items__c |
Items |
Pre-Spring 2018 |
Items on a purchase order rebate claim
Formula: Rebate_Applied__r.Rebate_Line__r.Item__r.Name
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Text |
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Manufacturer__c |
Manufacturer |
Pre-Spring 2018 |
Lookup to the Manufacturer Name. You can display this field on the Rebate claims page by adding it to the Claim field set
Formula: Rebate__r.Manufacturer__r.Name
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Text |
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Notes__c |
Notes |
Pre-Spring 2018 |
Notes about the claim
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LongTextArea(32768) |
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Purchase_Order__c |
Purchase Order |
Pre-Spring 2018 |
Lookup to the Purchase order to which the claim relates
Looks up to: Purchase_Order__c
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Lookup |
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Quantity_Purchased__c |
Quantity Purchased |
Pre-Spring 2018 |
Number of items purchased that the rebate is being claimed for. The value of this field comes from the Quantity field of the related purchase order line item.
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Number(18,4) |
0 |
Rebate_Applied__c |
Rebate Applied |
Pre-Spring 2018 |
Lookup to the record of the applied rebate to which the rebate claim applies
Looks up to: Rebate_Applied__c
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Lookup |
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Rebate_Name__c |
Rebate Name |
Pre-Spring 2018 |
Lookup to the Rebate Promotion Name. You can display this field on the Rebate claims page by adding it to the Claim field set
Formula: Rebate__r.Rebate_Promotion_Name__c
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Text |
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Rebate_Type__c |
Rebate Type |
Pre-Spring 2018 |
The type of rebate being offered. This can be Customer Submitted, Incentive, Manufacturer Direct or Reseller Submitted.
Formula: Text(Rebate__r.Type__c)
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Text |
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Rebate__c |
Rebate |
Pre-Spring 2018 |
Lookup to the rebate to which the rebate claim applies.
Looks up to: Rebate__c
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MasterDetail |
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Reimbursement_Date__c |
Reimbursement Date |
Pre-Spring 2018 |
Date on which the claim was reimbursed.
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Date |
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Rejected_Date__c |
Rejected Date |
Pre-Spring 2018 |
Date on which the claim was rejected
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Date |
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Sales_Order__c |
Sales Order |
Pre-Spring 2018 |
Lookup to the sales order to which the claim relates.
Looks up to: Sales_Order__c
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Lookup |
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Status__c |
Status |
Pre-Spring 2018 |
Status of the claim. This can be New, Submitted, Reimbursed, Rejected or Expired.
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Picklist: Expired New Reimbursed Rejected Submitted |
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Submit_By_Date__c |
Submit By Date |
Pre-Spring 2018 |
Last date on which a claim can be received for the rebate
Formula: Rebate__r.Submit_By_Date__c
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Date |
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Submitted_Date__c |
Submitted Date |
Pre-Spring 2018 |
Date on which the claim as submitted.
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Date |
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Vendor_Claim_Number__c |
Vendor Claim Number |
Pre-Spring 2018 |
Claim number used to track rebate claims
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Text(255) |
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