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The rebate management dashboard

The rebate management dashboard (sidebar Financials → Rebates, /rebate/dashboard) is the cross-deal grid finance teams use to track rebate payments across every deal: what is accrued, due, on hold, or paid, with inline actions to record payments, schedule distributions, and raise requests for payment (RFPs). It is distinct from a single deal's Rebate tab, which shows one deal's earnings.

The sidebar link is shown to users with the member or rebates role (and on supplier-mode sites), but the data is gated harder on the server (see below).

What it shows

A single grid whose rows are rebate lines, switchable by payment state — Accrued, Due (default), Group/holding, Paid — and by display dimension — deal, supplier, member, or remittance. Columns cover the supplier/member, paid amount, amount due, difference, paid and scheduled dates, days until due / days late, the rebate period, the figures-to date, and the rebate name (a link to its detailed breakdown). Footer totals come from index aggregations of amount due and amount paid.

On sites with in/out rebates enabled, non-supplier users see the member payable figure in place of the standard payable/paid columns.

Filters and actions

  • Filters: deal category, RFP status (not issued / not sent / outstanding / all), rebate-period range, scheduled- and paid-period ranges (when viewing holding/paid), payable-to (group vs member), hide zeros, and — for admin — a member filter. Quick presets cover paid or scheduled this/last month.
  • Row and bulk actions: mark received, schedule distribution, create / bulk-send / edit / delete RFPs, comment, chase, and (admin) merge selected lines or create a manual rebate. Whether a row offers payment actions depends on the deal's figures being complete for the period, the payable-to setting, and the member scope.
  • Export: an Excel download of the grid, plus an admin-only detailed export.

Who sees what

The server applies a hard gate: users who do not hold the rebates role have their member filter forced to an impossible value, so the grid returns nothing for them. Beyond that, searchRebates filters each rebate line by its element permissions against the viewer's roles, and suppliers are scoped to their own company. Admin-only controls (member filter, manual rebate, merge, detailed export) are hidden from non-admins.

Why does the dashboard change unexpectedly

  • The grid is empty despite the menu showing — you lack the rebates role; the sidebar link (member-gated) is more permissive than the data.
  • Amounts moved without anyone recording a payment — the rebate calculation job re-ran after new turnover; the dashboard reflects recalculated lines.
  • A line changed payment state — someone marked it received, scheduled a distribution, or an RFP was sent/paid.
  • A rebate is missing from a payment-state view — it is in a different state (accrued vs due vs holding vs paid); switch the radio.

What the rebate dashboard is not

  • Not a deal's Rebate tab — that is one deal's earnings; this spans all deals and centers on payment.
  • Not the rebate calendar — that lays payments out by period; this is a filterable grid.
  • Not the aged debt report — that buckets overdue amounts by age.