# Rebate agreements

> End-of-period sales volume or quantity rebate with a customer — scales, scope, accrual to date and settlement.

URL: https://erpdocs.corexlogic.com/en/satis/ekranlar/prim-anlasmalari

A rebate agreement (sales volume rebate) defines the rebate payable to a customer during or at the end of a period,
based on the amount or quantity of goods purchased in that period. The rebate does not change the sales order price; it
**accrues** over the period and becomes a credit memo request through **settlement**.

- **Rebate basis** = **delivery net** in the period − **returns** (at the sales order price, after discounts).
- **Scales are retroactive**: when the basis reaches a threshold, that threshold's rate is applied to **the entire
  basis**. If no threshold is reached, there is no rebate.

An agreement is master data; it is not deleted and is closed by the final settlement. Settlements:
[Rebate settlements](https://erpdocs.corexlogic.com/en/satis/ekranlar/prim-hesaplasmalari).

- **Type:** Screen
- **Module:** Sales
- **Menu path:** Satış › Ana Veriler › Prim Anlaşmaları (Sales › Master Data › Rebate Agreements)
- **Screen route:** `/erp/sales/rebate-agreements`
- **Required permission:** `erp-sales-rebates.view (görme) · .create (anlaşma, hesaplaşma) · .edit (düzenleme, hesaplaşma iptali)`

## Agreement list — accrual report

![Rebate Agreements — accrual report](https://erpdocs.corexlogic.com/en/en/img/screens/satis/prim-anlasmalari.png)
1. New Rebate Agreement
2. Accrued — as of today
3. Settled — requested credits
4. Open = accrued − settled

The list is also the accrual report. Columns: **Anlaşma No** (Agreement No.), **Ad** (Name), **Müşteri** (Customer),
**Dönem** (Period), **Esas** (Basis; the rebate basis), **Oran** (Rate; the scale reached), **Tahakkuk** (Accrual),
**Hesaplaşılan** (Settled), **Açık** (Open; accrual − settled), **Durum** (Status). If the open amount becomes negative,
it is shown in red (returns have reduced the accrual below the settled amount). Filters: **Ara** (Search; number, name
or customer) and **Durum** (Status; Tümü — All · Açık — Open · Kapandı — Closed).

## Statuses

| Status | Meaning |
|---|---|
| **Açık** (Open) | Accrual is ongoing; the agreement can be edited and settled. |
| **Kapandı** (Closed) | The final settlement has been made. It cannot be changed ("Kapanmış prim anlaşması değiştirilemez." — A closed rebate agreement cannot be changed.). It is reopened if the final settlement is cancelled. |

## New rebate agreement

![New Rebate Agreement — completed form](https://erpdocs.corexlogic.com/en/en/img/screens/satis/prim-anlasmasi-olustur.png)
1. Basis — value (amount) or quantity
2. Tier threshold
3. Rebate rate
4. Add Tier
5. Scope — empty means all products
6. Create

| Field | Description |
|---|---|
| **Ad** (Name; required) | E.g. "2026 yıllık ciro primi" (2026 annual sales volume rebate). At most 128 characters. |
| **Para Birimi** (Currency; required) | The basis is calculated from deliveries in this currency. |
| **Müşteri** (Customer; required) | The rebate recipient. |
| **Esas** (Basis) | **Değer (tutar)** (Value — amount): the threshold is an amount, the rate is a percentage. **Miktar** (Quantity): the threshold is a quantity in the base unit, the rebate is an amount per unit. |
| **Başlangıç** · **Bitiş** (Start · End; required) | The sales volume period. |
| **Oran Kademeleri** (Rate Scales) | Add lines with **Kademe Ekle** (Add Scale); each line has **Esas eşiği** (Basis threshold) / **Miktar eşiği** (Quantity threshold) and **Prim oranı** (Rebate rate) / **Birim başına prim** (Rebate per unit). At least one and at most 20 scales; each threshold only once. |
| **Kapsam** (Scope) | Products added with **Ürün Ekle** (Add Product); if empty, "Bütün ürünler — müşterinin bütün teslimatları esasa girer." (All products — all of the customer's deliveries are included in the basis.) For a quantity basis, the scope is required and the products must have the same base unit. |
| **Not** (Note) | Optional. |

On an agreement that has settlements, the customer, currency and basis cannot be changed.

## Agreement details

![Rebate agreement detail — accrual](https://erpdocs.corexlogic.com/en/en/img/screens/satis/prim-anlasmasi-detay.png)
1. Settle — credit memo request
2. Rebate basis = delivered net − returns
3. Accrued rebate
4. Rate tiers

- Header: **Ad** (Name), **Durum** (Status), **Müşteri** (Customer), **Dönem** (Period), **Para Birimi** (Currency),
  **Kapsam** (Scope), **Esas** (Basis), **Kayıt** (Record), **Not** (Note).
- **Tahakkuk · 02.11.2026 itibarıyla** (Accrual · as of 02.11.2026; today's date) — to date: **Teslimat neti** (Delivery
  net), **İadeler** (Returns), **Prim esası** (Rebate basis), **Oran** (Rate), **Tahakkuk eden** (Accrued),
  **Hesaplaşılan** (Settled), **Açık** (Open). If the period has not started, it shows "dönem henüz başlamadı" (the
  period has not started yet).
- **Oran Kademeleri** (Rate Scales; "Ulaşılan en yüksek eşiğin oranı esasın tamamına uygulanır." — The rate of the
  highest threshold reached is applied to the entire basis.), **Kapsam** (Scope) and the **Hesaplaşmalar**
  (Settlements) table (**Talep No** — Request No., **Tarih** — Date, **Esas sonu** — Basis end, **Tutar** — Amount,
  **Durum** — Status).

Buttons: **Hesaplaş** (Settle; open agreement, `.create`) and **Düzenle** (Edit; open agreement, `.edit`). For the
steps, see [Settle a rebate](https://erpdocs.corexlogic.com/en/satis/islemler/prim-hesaplasma).

> **Example**
**PRA-2026-000001** — M-0004 Trakya Et, 01.10.2026–31.12.2026, scales 0 TRY → 1%, 50.000 TRY → 2%, 150.000 TRY → 3%.
Delivery net 93.100,00 TRY, returns −2.940,00 TRY, rebate basis 90.160,00 TRY; scale reached 2%, accrual 1.803,20 TRY.

## Related

- [Create a rebate agreement](https://erpdocs.corexlogic.com/en/satis/islemler/prim-anlasmasi-olusturma)
- [Settle a rebate](https://erpdocs.corexlogic.com/en/satis/islemler/prim-hesaplasma)
- [Rebate settlements](https://erpdocs.corexlogic.com/en/satis/ekranlar/prim-hesaplasmalari)