Customer rebates must be disclosed on the face of the SSA in the note section of PREO and should adhere to the standard expense entry process in PREO. Separate documentation for rebates will not be acceptable as per Xerox policy.
A user can create a "Customer Rebate" on the Expense page on the Proposal to create a check back to the customer.
The amount will be added as an expense on the deal and will also create a check request automatically.
To make note of this on the SSA, use the 'Document Generation Notes' section in PREO. Also list these same notes in the "Order Processing" tab so the order processing team will be aware of the request.