Create a customer rebate agreement
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use this procedure to create a rebate agreement for a customer.
Click Sales and marketing > Common > Rebates > Rebate agreements.
Press CTRL+N to create a new rebate agreement.
In the Rebate program ID field, select the program to use for this rebate agreement. You can select from the following types:
Rebate ─ Rebates are processed by sending a check to the customer or by deducting the rebate amount from the customer’s invoice.
Freight ─ Rebates are accrued based on the region and are typically not passed to the customer.
TMA ─ Rebates are accrued until they are passed to the customer, usually as a credit note.
In the Customer code and Customer selection fields, specify the customer or customer group that qualifies for this rebate agreement. You can also select the customer code All if the agreement applies to all customers.
In the Item code and Item selection fields, specify the item or item group that qualifies for this rebate agreement. You can select the item code All if the agreement applies to all items.
Note
In Microsoft Dynamics AX 2012 R3, you can use the Selection item code to select multiple items that are not part of a predefined group.
In the Unit field, select the unit of measure for the rebate quantity.
In the Unit type field, specify whether the unit type is an inventory unit or catch weight unit.
In the Payment type field, select the payment type by which customers will receive compensation under the rebate agreement. The available options include Pay using Accounts payable, Customer deductions, Invoice customer deductions, Trade spending, and Freight.
In the Cumulate sales by field, select the option to cumulate customer sales for calculating rebates. The options include Invoice, Week, Month, Year, and Customer Period.
Note
If you select Customized period, you must specify a period type to use in the Period type field. The Period type must be defined in the Period types form.
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Click Organization administration > Common > Calendars > Period types.
Note
In AX 2012 R3, you can also select the Lifetime option to cumulate sales over the validity period of the rebate agreement.
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In the Accounts field group, select the accounts to use for rebate program accrual and rebate program expense.
Optionally, enter the remaining information in the upper pane of the form.
Note
AX 2012 R3 supports the Rebate line break type field. This field determines whether the rebate amounts that are specified on each rebate agreement line are based on sales quantities or sales amounts. Select the Quantity option if you want to define rebates that are based on the number of items that are sold. Select the Amount option if you want to define rebates that are based on the monetary amount of the sale.
On the Lines FastTab, click Add line.
In the From qty. and To qty fields, enter the range of values that qualify for the rebate amount for the new line.
In the Value field, enter the amount of the rebate for the line.
In the Amount type field, select one of the following options:
Amount per unit – The rebate amount in the Value field is applied per unit that is purchased.
Fixed amount – The rebate amount in the Value field is a fixed amount.
Percentage – The rebate amount in the Value field is a percentage off amount.
Note
In AX 2012 R3, if there is a value in the To qty or To amount field, and the total sales quantity or amount exceeds that value, some combinations of Rebate line break type and Amount type values can cause incorrect calculation of rebate amounts. Therefore, the following combinations are not allowed, and you receive a message if you try to enter them into the agreement:
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The Rebate line break type field is set to Quantity, and the Amount type field is set to Percentage.
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The Rebate line break type field is set to Amount, and the Amount type field is set to Amount per unit.
Repeat steps 12 through 15 to add a line for each range of values to include in the rebate calculation.
To add special comments or instructions for this rebate agreement, type your comments in the Note field on the Note tab.