# Create a rebate agreement

> Define a period-end sales volume rebate for a customer — basis, period, rate tiers and item scope.

URL: https://erpdocs.corexlogic.com/en/satis/islemler/prim-anlasmasi-olusturma

- **Type:** 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).
   <!-- action: click · target: "Yeni Prim Anlaşması" -->
2. Enter the **Ad** (Name), check the **Para Birimi** (Currency) and select the **Müşteri** (Customer).
   <!-- action: fill · target: "Ad" · value: "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.
   <!-- action: select · target: "Esas" · value: "Değer (tutar)" -->
4. Enter the sales volume period with **Başlangıç** (Start) and **Bitiş** (End).
   <!-- action: fill · target: "Başlangıç" · value: "01.10.2026 – 31.12.2026" -->
5. Enter the threshold and rate of the first tier; add further tiers with **Kademe Ekle** (Add Tier).
   <!-- action: fill · target: "1. kademe eşiği" · value: "0 → %1 · 50.000 → %2 · 150.000 → %3" -->

   ![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

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.
   <!-- action: click · target: "Ürün Ekle" -->
7. Click **Oluştur** (Create).
   <!-- action: click · target: "Oluştur" · expect: "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](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

**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](https://erpdocs.corexlogic.com/en/satis/islemler/prim-hesaplasma).

## 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.

## Related

- [Rebate agreements screen](https://erpdocs.corexlogic.com/en/satis/ekranlar/prim-anlasmalari)