Rebate Tracking

Use Rebate Tracking to review vendor credit records and prioritize pending credits by their tracking deadlines. Records come from your organization's connected vendor credit data; available types and descriptions depend on that source. Open it from the Browse group in the right sidebar. The panel requires the financials permission.

Browsing the lifecycle tabs

Five tabs run across the top:

• Overview: every rebate, in any state.
• At Risk: pending rebates within 7 days of the filing deadline or 14 days of the forfeit date. Always sorted by soonest deadline.
• Pending: credits that have not reached a later state in the connected data.
• Filed: credits with approval or application activity, including pending approval or partially applied credits.
• Received: fully applied or closed credits, according to the source record.

There is no Forfeited tab. Forfeited rebates appear only under Overview. They reflect rejected or voided source records; passing a tracking deadline does not automatically mark a rebate Forfeited.

Each card shows the vendor credit description, a status pill, the amount, the type supplied by the connected data, and the relevant lifecycle date. Search matches vendor credit numbers. Use Sort (Most Recent, Oldest, Highest Amount) and Filter (dimensions plus a date range) to narrow the list. Lifecycle tabs and filters apply to the full result set, including records beyond the loaded cards. Cards are deep-linkable through the Copy link button on the detail view.

Filing deadline and forfeit countdown

River calculates the same tracking dates as Deductions, using the vendor credit's transaction date:

• Filing deadline: credit date + 60 days.
• Forfeit date: credit date + 90 days.

These fixed offsets are tracking dates; verify the applicable terms in your source workflow. An overdue pending credit stays in At Risk even after the 90-day date. Countdown values are calculated when the record renders. Reload the page to refresh them.

Read and investigate a rebate

Open a card to see its amount and status, item and manufacturer, available amount details, memo, and History rail. The history includes purchase, filing and receipt when present, and the filing deadline while pending.

The detail view is read-only. Complete filing or corrections in your source workflow. Use the View Transaction button in the footer to open the originating PO when one is linked.

For a daily review, start with At Risk, narrow an available dimension, and open the soonest deadline first. Use Copy link to return to the same record later.