Trade allowance management


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Applies To: Microsoft Dynamics AX 2012 R3

You can use the Trade allowance management module to manage discounts that are offered by vendors to distributors, wholesalers, and retail customers as part of promotional incentives. Trade allowances help stimulate sales through price management. The Trade allowance management module provides the tools that are necessary to maintain relationships with vendors and customers throughout the promotional process. You can use this module to create, maintain, and quickly determine status of trade allowances.

Trade allowance management at a glance

The following table lists some of the tasks that can be performed in the Trade allowance management module

Important tasks


Set up royalties.

Set up royalty agreements

Define merchandising events, funds, and trade allowances that are not associated with an invoice.

Set up a trade allowance agreement for a promotion

Create a trade allowance fund to support an agreement.

Set up trade allowance funds

Configure and fund rebates.

Set up rebates

Set up the deduction workbench to process customer payments that include deductions.

Set up deduction management

Add a customer to a trade allowance fund or agreement.

Set up customer category hierarchies for trade allowance

Create a template for trade allowances.

Set up trade allowance templates

See also

Setting up Trade allowance management

Working with Trade allowance management