# Settle a rebate

> Turn an accrued rebate into a credit memo request with a partial or final settlement.

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

- **Type:** Task
- **Module:** Sales
- **Menu path:** Satış › Ana Veriler › Prim Anlaşmaları (Sales › Master Data › Rebate Agreements) › agreement details › Hesaplaş (Settle)
- **Screen route:** `/erp/sales/rebate-agreements/{id}`
- **Required permission:** `erp-sales-rebates.create`
- **Prerequisites:**
  - The rebate agreement is in **Açık** (Open) status and its period has started.
  - The accrued rebate is greater than the previous settlements.

## Steps

1. In the rebate agreement details, click **Hesaplaş** (Settle).
   <!-- action: click · target: "Hesaplaş" · value: "PRA-2026-000001" · expect: "The Hesaplaş — PRA-2026-000001 (Settle) dialog opens with a preview of the basis period, the basis per item and the rebate calculation" -->
2. In the **Hesaplaşma** (Settlement) list, select the type: **Ara hesaplaşma (dönem içinde)** (Partial settlement (within the period)) if the period is still running, or **Son hesaplaşma (dönem bittikten sonra — anlaşmayı kapatır)** (Final settlement (after the period ends — closes the agreement)) if the period has ended.
   <!-- action: select · target: "Hesaplaşma" · value: "Ara hesaplaşma (dönem içinde)" -->

   ![Settle dialog](https://erpdocs.corexlogic.com/en/en/img/screens/satis/hesaplas.png)
   1. Interim or final settlement
   2. Requested credit = accrued − previous
   3. Request Credit Memo

3. In the preview, check the **Prim esası** (Rebate basis), **Prim oranı** (Rebate rate), **Tahakkuk eden prim** (Accrued rebate), **Önceki hesaplaşmalar** (Previous settlements) and **Talep edilen alacak** (Requested credit); optionally enter a **Not** (Note).
   <!-- action: verify · target: "Talep edilen alacak" · value: "1.803,20 TRY" -->
4. Click **Alacak Dekontu Talep Et** (Request Credit Memo).
   <!-- action: click · target: "Alacak Dekontu Talep Et" · expect: "Alacak Dekontu Talebi (Credit Memo Request) PHS-2026-000001 opens; the Alacak dekontu (Credit memo) field shows ADK-2026-000001" -->

   ![Credit memo request — rebate settlement detail](https://erpdocs.corexlogic.com/en/en/img/screens/satis/prim-hesaplasmasi-detay.png)
   1. Status
   2. Download PDF — request document
   3. Basis by product
   4. Cancel — latest settlement only

**Result:** The settlement is saved with number **PHS-yyyy-nnnnnn** in **Talep Edildi** (Requested) status, and a credit memo request is created for the amount; the agreement's **Hesaplaşılan** (Settled) amount increases. A final settlement sets the agreement to **Kapandı** (Closed). Approval and posting of the request are handled in Finance.

## What you need to know

- The amount is not taken from the form; it is the **Talep edilen alacak** (Requested credit) in the server preview
  (accrued rebate − previous settlements).
- If a settlement cannot be made, the button is disabled and the reason is shown in a yellow box in the dialog. The
  image above shows the dialog opened after PHS-2026-000001: because the entire accrual has been requested, it reads
  "Hesaplaşılacak prim tutarı yok." (There is no rebate amount to settle.) and **Alacak Dekontu Talep Et** (Request
  Credit Memo) is disabled.

| Message | English | Cause |
|---|---|---|
| "Hesaplaşılacak prim tutarı yok." | There is no rebate amount to settle. | Previous settlements have taken the entire accrual. |
| "Son hesaplaşma anlaşma dönemi bittikten sonra yapılır; dönem içinde ara hesaplaşma yapın." | A final settlement is made after the agreement period ends; make a partial settlement within the period. | A final settlement was selected while the period is still running. |
| "Anlaşma dönemi henüz başlamadı." | The agreement period has not started yet. | The start date has not been reached. |
| "Anlaşma son hesaplaşmayla kapandı." | The agreement was closed by the final settlement. | The agreement is closed. |
| "Tahakkuk önceki hesaplaşmaların altında (… TRY) — iadeler primi azalttı. Borç dekontu kapsam dışı; son hesaplaşmayı iptal edip yeniden hesaplaşın." | The accrual is below the previous settlements (… TRY) — returns reduced the rebate. Debit memos are out of scope; cancel the last settlement and settle again. | Returns received after the settlement reduced the basis. |

- If a settlement is wrong, reverse it with **İptal Et** (Cancel) in the settlement details; only the most recent
  settlement can be cancelled.

## Related

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