What's new: Trade allowance management features

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

We have added a new Trade allowance management module for Microsoft Dynamics AX 2012 R3. To learn more about this new functionality, see the table that follows.

What’s new in AX 2012 R3

What’s new	Description
Determine and plan a top-down trade fund.	You can define merchandising events and assign a trade allowance to those events. You can also manage customers, invoices, or vendors that are related to the agreement. New trade agreements are set up in the Trade allowance management module. For more information, see Trade allowance management.
Manage trade fund budgets.	You can manage your trade fund budgets so that they include specific merchandise, promotion dates, and monetary values. Trade fund budgets are managed in the Trade allowance management module. For more information, see Set up trade allowance funds.
Manage customer deductions.	You can process customer payments that include deductions. Customers can send payments that include a deduction for the amount of a rebate. You use the deduction workbench to match deductions to open credit transactions, split deductions, deny deductions, and write off deductions. For more information, see Set up deduction management.
Royalty payment management	Royalty payment management lets you create an agreement between a licensee and a licensor. You can then manage payments between the two parties. Royalty payments are managed in the Accounts payable module. For more information, see Set up royalty agreements.
Management of royalty payments	By using royalty payment management, you can create an agreement between a licensee and a licensor. You can then manage payments between the two parties. Royalty payments are managed in the Accounts payable module. For more information, see Set up royalty agreements.
Set up rebates that include deductions	You can process customer payments that include deductions. You can send customer payments that include a deduction for the amount of a rebate. You use the deduction workbench to match deductions to open credit transactions, split deductions, deny deductions, and write off deductions. Rebates that include deductions are set up in the Trade allowance management module. For more information, Set up deduction management.
Manage trade fund budgets	You can manage your trade fund budgets so that they include specific merchandise, promotion dates, and monetary values. Trade fund budgets are managed in the Trade allowance management module. For more information, see Set up trade allowance funds.
Set up vendor rebates	When a sales representative establishes a promotion with a customer, a rebate can be created. By using vendor rebates, you can easily manage the discount process. Vendor rebates are managed in the Accounts receivable and Trade allowance management modules. For more information, see Accounts receivable and Trade allowance management.
Determine and plan a top-down trade fund	You can define merchandising events, assign a trade allowance to those events, and manage customers, invoices, or vendors that are related to the agreement. New trade agreements are set up in the Trade allowance management module. For more information, see Trade allowance management.