Customer rebates must be disclosed on the face of the SSA and documented directly in PREO. Separate or offline rebate documentation is not acceptable per Xerox policy.
How to enter a customer rebate in PREO:
Create a “Customer Rebate” on the Expense page within the Proposal.
The rebate amount will:
Be added as an expense on the deal, and
Automatically generate a check request back to the customer.
To ensure proper disclosure:
Enter rebate details in the Document Generation Notes section in PREO so they appear on the SSA.
Repeat the same notes in the Order Processing tab so the order processing team is aware of the request.
Approval requirements for sales incentives and customer rebates (including golf events, memberships, marketing spend, philanthropy, or charitable donations):
Less than $3,000
Approval required by Regional CFO (Claire McFadden) and President (Randy Baril)
Greater than $3,000
Approval required by Finance Executive (James Playfair) and President (Randy Baril)