Set up rebates [AX 2012]

Updated: June 10, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up parameters, types, and groups for customer rebates. A rebate is a partial refund of a payment that a customer previously paid for an item or service. Rebates are usually given as part of a promotion or marketing activity. A customer can use a rebate as a deduction on an outstanding balance or take the amount of the rebate as a credit. Rebates are configured so that the appropriate department and promotional category in your organization is billed appropriately for the credit that is returned to the customer.

Use this procedure to configure the default journal information for rebates that are offered by your organization.

  1. Click Accounts receivable > Setup > Accounts receivable parameters.

  2. In the Accounts receivable parameters form, in the left pane, click Rebate program.

  3. To create a customer rebate when the customer order is invoiced, select the At invoicing check box.

  4. In the AR consumption journal field, select the journal that will be used to post a credit note for the rebate amount in the name of the customer who will receive the rebate.

  5. In the AP invoice journal field, select the accounts payable journal to which rebates will be posted, and in the Terms of payment field, select the payment code that represents how rebates will be paid to vendors. In this situation, the customer is a vendor who is receiving the rebate. A vendor account must be created for the customer so that they can receive rebate payments.

  6. In the Rebate accrual journal field, select the journal to post accruals to when a rebate claim is processed. When the rebate is transferred to a customer or vendor account, the interim account to which the rebate was posted is cleared.

  7. In the Trade spending journal field, select the journal to use when posting trade allowance management type rebates.

  8. In the Freight journal field, select the journal to use when posting freight type rebates.

  9. If rebates are cumulated on a weekly basis, in the Starting day of week field, select the day of the week on which rebates should be cumulated.

Use the procedure to set up types of rebates that can then be applied to a rebate program.

  1. Click Sales and marketing > Setup > Rebate program > Rebate program types.

  2. In the Rebate program types form, click New.

  3. Enter the ID and a brief description of the rebate type.

  4. In the Rebate program type field, select the rebate type.

  5. In the Default accrual account field, select the main account to which accrued rebate amounts will be posted.

  6. In the Default expense account field, select the main account to which the expenses that are related to rebate claims will be posted.

  7. Repeat steps 2 through 6 to set up more rebate types.

Use this procedure to create customer rebate groups. After you set up the customer rebate groups, customers can be associated with a group. Next, you can define the rebate agreements for these groups.

  1. Click Sales and marketing > Setup > Rebate program > Customer > Customer rebate groups.

  2. In the Customer rebate groups form, click New.

  3. Enter a name and a brief description for the customer rebate group.

Use this procedure to create item rebate groups. After you set up the rebate groups, items can be associated with a group. Next, you can define the rebate agreements for these groups.

  1. Click Sales and marketing > Setup > Rebate program > Item > Item rebate groups.

  2. In the Item rebate groups form, click New.

  3. Enter a name and a brief description for the item rebate group.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Retail

Security roles

Marketing Manager, Accounts Receivable Administrator


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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