Manage trade allowance funds

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

Trade allowance funds are used when your organization is participating in promotional activities with customers. After your organization has approved the use of funds for trade allowance activities, such as customer rebates, you can create and distribute those funds appropriately. This topic explains how to create a trade allowance fund and assign it to a trade allowance agreement and how to distribute the trade allowance funds.

Create a trade allowance fund and assign it to a trade allowance agreement

Use this procedure to set up a trade allowance fund and assign it to a trade allowance agreement. For more information about how to create trade allowance agreements, see Create a trade allowance agreement.

1. Click Trade allowance management > Periodic > Funds.

2. In the Funds form, click New.

3. If a fund ID is not automatically generated, enter one, and then enter a description of the fund.

4. On the General FastTab, enter the following information:

   • In the Type field, select whether the fund is discretionary.

   • In the From date and To date fields, enter the time period for which the fund is active.

   • In the Fund budgeted field, enter the amount that is budgeted for fund.

   • Enter any additional notes about the fund, and in the Usage field, select the usage type for the fund. For example, the usage type might be Marketing or Promotions.

5. On the Customers FastTab, in the Hierarchy filter, select the customer category hierarchy for the fund.

6. Select the appropriate nodes to add to the list, and then click >.

7. After you have added all of the customers to the fund, select a customer, and in the Budgeted field, enter the amount of the fund that is budgeted for that customer.

   For example, if you have a budget of 10,000.00 and you have 10 customers, you would enter 1,000.00 for each customer budget.

8. On the Items FastTab, click Add products.

9. In the Add products form, select the appropriate product group in the Hierarchy field and then select the appropriate product node.

10. In the Available products pane, select the products to add to the fund, and then click Add.

11. Click OK to add the products.

12. In the Funds form, on the General FastTab, in the Status field, select Approved.

Distribute a trade allowance fund

Trade allowance funds are distributed through a trade allowance agreement. Use this procedure to add fund information to a trade allowance agreement.

1. Click Trade allowance management > Common > Trade allowance agreements.

2. Create a new trade allowance agreement or open an existing agreement. For more information about how to create a trade allowance agreement, see Create a trade allowance agreement.

3. In the Trade allowance agreements form, on the Funds FastTab, click Add line.

4. In the Fund ID field, select the trade allowance fund for the agreement.

5. In the Event cost allocation % field, enter the amount of the selected fund that is allocated for this agreement.

See also

Set up trade allowance funds

Process trade allowance claims