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Create a rebate agreement

Task
Module
Sales
Menu path
Satış › Ana Veriler › Prim Anlaşmaları › Yeni Prim Anlaşması (Sales › Master Data › Rebate Agreements › New Rebate Agreement)
Screen route
/erp/sales/rebate-agreements/new
Required permission
erp-sales-rebates.create
Prerequisites
  • The customer has an active customer master record.

Steps​

  1. In Satış › Ana Veriler › Prim Anlaşmaları (Sales › Master Data › Rebate Agreements), click Yeni Prim Anlaşması (New Rebate Agreement).
    ClickYeni Prim Anlaşması
  2. Enter the Ad (Name), check the Para Birimi (Currency) and select the Müşteri (Customer).
    EnterAdValue: 2026 4. çeyrek ciro primi · M-0004 Trakya Et ve Et Ürünleri A.Ş.
  3. Select the Esas (Basis): Değer (tutar) (Value (amount)) for a percentage rebate on the amount, or Miktar (Quantity) for a per-unit rebate on the quantity.
    SelectEsasValue: Değer (tutar)
  4. Enter the sales volume period with Başlangıç (Start) and Bitiş (End).
    EnterBaşlangıçValue: 01.10.2026 – 31.12.2026
  5. Enter the threshold and rate of the first tier; add further tiers with Kademe Ekle (Add Tier).
    Enter1. kademe eşiğiValue: 0 → %1 · 50.000 → %2 · 150.000 → %3
    New Rebate Agreement — completed form
    1. 1Basis — value (amount) or quantity
    2. 2Tier threshold
    3. 3Rebate rate
    4. 4Add Tier
    5. 5Scope — empty means all products
    6. 6Create
  6. To limit the rebate to specific items, select the scope with Ürün Ekle (Add Item); if you leave it empty, all items are included in the basis. The scope is required for the quantity basis.
    ClickÜrün Ekle
  7. Click Oluştur (Create).
    ClickOluşturExpected: The details open: Prim Anlaşması (Rebate Agreement) PRA-2026-000001, status Açık (Open); the Tahakkuk (Accrual) section shows the basis to date
    Rebate agreement detail — accrual
    1. 1Settle — credit memo request
    2. 2Rebate basis = delivered net − returns
    3. 3Accrued rebate
    4. 4Rate tiers
Result
The agreement is saved with number PRA-yyyy-nnnnnn as Açık (Open), and the accrual is recalculated as of today each time it is opened. For payment, see Settle a rebate.

What you need to know​

  • Tiers are retroactive: if the basis is 90,160 TRY, the highest threshold reached is 50,000 TRY, and 2% is applied to the entire basis (1,803.20 TRY).
  • Validations in the form: "Anlaşma adı zorunludur." (Agreement name is required.), "Primin muhatabı müşteriyi seçin." (Select the customer who receives the rebate.), "Anlaşmanın başlangıç ve bitiş gününü seçin." (Select the agreement's start and end day.), "Anlaşmanın bitişi başlangıcından önce olamaz." (The agreement end cannot be before its start.), "Anlaşma en az bir oran kademesi içermelidir." (The agreement must contain at least one rate tier.), and on a tier "1. kademe: prim oranı 0 ile 100 arasında olmalı." (Tier 1: the rebate rate must be between 0 and 100.) and "… aynı eşik bir kez tanımlanır." (… the same threshold can be defined only once.)
  • For the quantity basis: "Miktar esaslı primde kapsam zorunludur — miktar üründen ürüne toplanır (ürünler aynı temel birimde)." (The scope is required for a quantity-based rebate — the quantity is summed across items (the items have the same base unit of measure).) The scope dialog lists only sellable items.
  • The period can be entered retroactively; the basis is calculated from the delivery and return dates.
  • An agreement cannot be deleted. On an agreement that has settlements, the customer, currency and basis cannot be changed.