BZ Rebate Processing for Acumatica
Manage customer rebates, vendor rebates on purchases, and vendor-funded rebates on sales through one governed Acumatica workflow — from agreement setup and qualification through GL accruals and final claims.
Tiered calculations
AP & AR settlement
Control the complete rebate lifecycle inside Acumatica
Centralized setup, configurable qualification rules, tiered calculations, and detailed processing history give finance and operations teams a consistent way to manage earned rebate value.
Customer and Vendor Rebate Agreements
Create and manage customer rebate agreements, vendor rebates on purchases, and vendor-funded rebates on sales from a dedicated Acumatica Rebate Agreement screen. Each agreement brings together effective dates, business scope, calculation rules, schedules, qualification criteria, tiers, totals, source transactions, accrual batches, and claim documents.
A controlled lifecycle from Hold to Active, cancellation, or expiration separates setup from live processing. Central preferences establish agreement numbering, posting accounts and subaccounts, and automatic-release behavior.
Qualification Rules and Tiered Calculations
Qualify transactions by inventory item or item class, customer or customer class, warehouse, branch, vendor, and effective date. The same framework supports focused programs as well as broader incentives across product groups, customer segments, and locations.
Use fixed rebates based on quantity or percentage rebates based on transaction amount, with non-tiered, step, or progressive calculation structures connected to the governing agreement.
Transaction-Level Rebate Tracking
When a qualifying purchase receipt or AR sales invoice is saved, BZ Rebate Processing evaluates active agreements and creates detailed rebate split records. Multiple distinct agreements can apply to the same source line while each calculated amount remains separately traceable.
Review the agreement, rebate type, source quantity and amount, calculation basis, fixed amount or percentage, tier information, and final rebate value from source documents or the agreement Transactions tab.
Automated Accruals and GL Posting
Turn eligible rebate activity into financial recognition with a dedicated Acumatica Rebate Accrual Process. Process selected or reviewed agreements in batches, then create GL entries using the rebate receivable and COGS or expense accounts defined in preferences.
Agreement-level accrual history retains the batch number, status, ledger, transaction date, financial period, branch, currency, and control total for reconciliation to the underlying rebate splits.
Vendor Claims and Customer Credits
Complete the rebate lifecycle through the Acumatica Rebate Claim Process. Vendor rebate agreements generate AP claim documents for the funding vendor, while customer rebate agreements generate AR credit memos grouped by customer.
Source activity, accruals, claim documents, eligible rebate splits, amounts, and release status remain connected in one history, providing a clear path from earned rebate through settlement and reconciliation.
See how rebate processing fits your Acumatica workflow
Review your agreement types, qualification rules, accounting treatment, and settlement process with the Biz-Tech team.
Submit the form and our team will contact you to arrange a focused Rebate Processing demo.
