Defining Criteria for a Rebate

Based on the rebate type, you must define the criteria for a rebate before making it available to customers. If a sales representative wants to apply this rebate to a customer's purchase, the criteria you define here will determine if that purchase qualifies for the rebate. You can define two types of criteria based on:

The past purchases of customers or rolled-up metrics of past purchases.
The data from the line item, header, lookup objects, and child objects of the lookup objects for a quote or an order.

You can also define additional filter criteria to determine which products this rebate applies to.

By default all the criteria is in the AND condition, however you can modify the condition manually. For example, If you want the 'Criteria Expression' to be generated automatically as per the created rows with AND operation, you can keep the 'Logic' as Turned Off. By doing this, all the criteria will have by default AND operators in between and the string will be generated as 1 AND 2 AND 3 automatically. Whereas, if you want to create the expression string manually, then the 'Logic' should be turned on and you can create expressions manually such as 1 AND (2 OR 3), (1 OR 2) AND 3 etc.

Do one of the following:
- If you are creating a new rebate, complete Defining Scope for a Rebate before defining the criteria.
- If you are editing an existing rebate, then navigate to ADMIN SETUP > Incentive Management > Rebates and click the rebate name. Click Edit > Save & Next to navigate to Criteria page.

Define values for the fields described in the following table.


Field	Description
Criteria Type	Choose how your criteria must be applied. Single-Line:The criteria is evaluated separately for each product within the scope. Multi-Line:The criteria is evaluated collectively for all eligible products within the scope, using the specified aggregation method (e.g. SUM). Use the Multi-Line Criteria toggle to select the desired criteria type.
Field	Select an option from this list of fields to which the rebate must be applied. The fields available depend on what Reference Data Source you selected while defining the information.
Operator	Based on the field, select an operator from the drop-down list.
Aggregation Method	Select the type of aggregation method from the drop-down list.
Value	This field is visible only if you select Constant from the Value Type drop-down. Enter a simple constant value or select single or multiple values using the search widget depending on the field type and operator you defined for the primary data source. If you select Product from the Field drop-down, you can search for a product by its name or code in the Value field. The search results display the product name and code wherever applicable. If a product has a code defined, the search result displays the name and code; otherwise, the search result displays only the name.

Click Add Criteria to add a new row.
By default all the criteria are in the AND condition. If you want to modify the logic then toggle on for the logic and enter the condition manually.
Click Save to save the changes or click Save & Next to move to the next tab.

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Defining Criteria for a Rebate

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