---
title: "Create vendor rebates/promotions"
slug: "bc-create-vendor-rebates-promotions"
tags: ["BC", "Business Central", "Food", "Task"]
updated: 2026-06-25T09:59:16Z
published: 2026-06-25T09:59:16Z
canonical: "docs.staedean.com/bc-create-vendor-rebates-promotions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create vendor rebates/promotions

You can set up and track marketing plans such as rebates or commissions using the Marketing Plans granule.

## Steps

1. In the search box, enter **Vendor Rebates/Promos**, and then choose the related link.
2. On the **Home** tab, in the **New** group, choose **New**.
3. Fill in the fields on the card. The fields are described below by tab.

## General tab

| Field | Description |
| --- | --- |
| No. | Identifies the vendor rebate or promo uniquely. Numbers may be assigned automatically or manually. |
| Name | A description of the vendor rebate or promo. Copied automatically to the **Search Name** field; change this manually if you want a different search name. |
| Plan Type | The type of plan: **Promo/Rebate** (default), **Commission**, or **Reporting** (points-based system). |
| Accrue | Determines where accruals are generated from: **Invoices/CMs**, **Shipments/Receipts**, or **Paid Invoices/CMs**. |
| Start Date | Starting date of the accrual calculations. |
| End Date | End date of the accrual calculations. Can be left empty. |
| Date Type | The date used to determine accruals: **Posting Date** or **Order Date**. |
| Source Selection Type | The field on the order/invoice used when generating accruals: **Pay-to** or **Buy-from**. |
| Source Selection | The basis for creating accruals: **All Vendors**, **Specific Vendor**, or **Vendor Group**. |
| Item Selection | Which order/invoice lines are included: **All Items**, **Specific Item**, **Item Category**, **Manufacturer**, **Vendor No.**, or **Item Group**. |
| Minimum Value Type | **Amount** or **Quantity**. |
| Computation UOM | Default unit of measure for accrual calculations. Copied to line-level fields where the unit is assigned to the item. |

## Vendors tab

This tab determines the vendors involved in transactions for this accrual plan. Use the **Source Code** field to enter the specific vendor or vendor group as determined by **Source Selection** on the **General** tab. Use the **Source View** button to add vendors based on filters, choose **Define** to set filters, then **Add Vendor to Plan** to populate the source lines.

## Items tab

| Field | Description |
| --- | --- |
| Item Code | An item code, item category, manufacturer, or vendor code, based on the **Item Selection** setting. Leave blank when **Item Selection** is **All Items**. |
| Item Description | Filled in automatically from the entered code. Reads "All Items" (non-editable) when no code is entered. |
| Estimated Quantity | The estimated quantity to be purchased under the rebate. Optional but helpful for scheduling payments. |
| Computation UOM | The unit of measure for accrual calculations. Cannot be left blank at the line level. |
| Reference Value | The value from which the accrual is calculated: **Price**, **Cost**, **Profit**, or **Quantity**. |
| Multiplier Type | How the **Multiplier Value** is used: **Percentage** or **Unit Amount**. |
| Multiplier Value | The value to be accrued. If **Multiplier Type** is **Percentage**, enter as a whole number (for example, enter 10 for 10%). |
| Start Date | Starting date for this line's accrual calculation. Usually left blank. |
| End Date | Ending date for this line's accrual calculation. Usually left blank. |
| Minimum Value | The minimum value required for the accrual to take effect. Supports tiered rebate levels by entering the same item several times with different minimum values. |
| Over Reference Value | The value at which accruing starts. Copied from **Minimum Value** but can be changed. |
| Accrual Amount | A flat amount applied to the accrual before additional calculations. Always a dollar amount. |
| Estimated Accrual Amount | Calculated as Estimated Quantity × Multiplier Value. |

## Accruals tab

This tab displays accrual values recorded for this accrual plan. Most fields are read-only.

| Field | Description |
| --- | --- |
| Estimated Accrual Amount | The system-calculated estimated accrual amount. |
| Accrual Charge Amount | The sum of Anywhere Mobility Solutions accrual charges defined. |
| Total Estimated Amount | Sum of **Estimated Accrual Amount** and **Accrual Charge Amount**. Also appears on the **General** tab. |
| Use Accrual Schedule | Select to use the Accrual Schedule feature. Sets **Accrual Posting Level** to **Plan**. |
| Scheduled Accrual Amount | The dollar amount scheduled to accrue. |
| Accrual Amount | The actual dollar amount accrued so far. |
| Accrual Posting Level | **Plan**, **Source**, **Document**, or **Document Line**. |

## Payments tab

| Field | Description |
| --- | --- |
| Estimated Accrual Amount | Same as on the **Accruals** tab. |
| Accrual Charge Amount | Same as on the **Accruals** tab. |
| Total Estimated Amount | Same as on the **Accruals** tab. |
| Use Payment Schedule | Select to use the Payment Schedule feature. |
| Scheduled Payment Amount | The dollar amount scheduled to pay out. |
| Payment Amount | The actual dollar amount paid out thus far. |
| Payment Posting Level | **Plan**, **Source**, **Document**, or **Document Line**. Cannot be more specific than **Accrual Posting Level**. |
| Payment Type | **Source Bill-to**, **Customer**, **Vendor**, **G/L Account**, **Payment Group**, or **Manual/None**. |
| Payment Code | The payment account. Depends on **Payment Type**. |
| Purchase Document Lines | Drill-down to related purchase document lines. |
| Sales Document Lines | Drill-down to related sales document lines. |

## Posting tab

| Field | Description |
| --- | --- |
| Computation Group | Assigns a computation group for filtering purposes. |
| Price Impact | **None**, **Exclude from Price**, or **Include in Price**. Applies only to **Document Line** posting level. |
| Include Promo/Rebate | Available only when **Plan Type** is **Commission**. Select to exclude effects of relevant rebates or promotions when calculating commission. |
| Accrual Posting Group | Determines where the accrual posts. |
| G/L Posting Level | **Summarized**, **Plan**, **Source**, **Document**, or **Document Line**. Cannot be more specific than **Accrual Posting Level**. |
| Post Accrual w/ Document | Select to post accruals automatically with the transactions to which they apply. |
| Create Payment Documents | Select when payments must be accompanied by purchase credit memos or purchase invoices. |
| Post Payment w/ Document | Select to post payments automatically. Not available when **Create Payment Documents** is set. |
| Edit Accrual on Document | Select to allow modifying accruals directly on the order. |

## Related

- [Create accrual plans](/bc-create-new-accrual-plans.md)
- [Create customer rebates/promotions](/bc-create-customer-rebates-promotions.md)