Rebate Tracking

Rebate Tracking applies the deduction workflow to vendor credits owed for items such as overage credits and defective-batch returns. The lifecycle tabs and deadline calculations are identical to Deductions. Open it from the Browse group in the right sidebar. The panel requires the financials permission.

Browsing the lifecycle tabs

Five tabs run across the top:

• Overview: every rebate, in any state.
• At Risk: pending rebates within 7 days of the filing deadline or 14 days of the forfeit date. Always sorted by soonest deadline.
• Pending: claimed but not yet filed.
• Filed: filed with the vendor, awaiting receipt.
• Received: the money has come back.

There is no Forfeited tab. Forfeited rebates appear only under Overview.

Each card shows the vendor credit ID, a status pill, the amount, the type (for example, Overage credit or Defective batch return), and the relevant lifecycle date. Search, Sort, and Filter (dimensions plus a date range) sit at the top right. Cards are deep-linkable through the Copy link button on the detail view.

Filing deadline and forfeit countdown

The dates are the same as for deductions, computed from the credit's transaction date:

• Filing deadline: credit date + 60 days.
• Forfeit date: credit date + 90 days.

Both are computed at render time, so countdowns do not update in real time. Reload the page to refresh them.

The detail view is read-only. There is no UI to file or annotate a rebate. Use the View Transaction button in the footer to open the originating PO when one is linked.