Rebate agreements (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Common > Rebates > Rebate agreements.

Use this form to create, maintain, and view rebate agreements. Process manufacturing checks rebate agreements at invoicing or when processed manually at a defined interval. If any rebates apply, it calculates the rebates and updates the Rebates table.

Task that uses this form

Create a customer rebate agreement

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview	View a list of rebate agreements, or select a rebate agreement to view additional information or perform related functions. To add a new rebate agreement, press CTRL+N.
General	View or enter details for the selected rebate agreement.
Note	Add free-form note text about the selected rebate agreement.

Buttons

Button	Description
Validation	Open Validate rebate agreement and select the worker who is validating this rebate agreement. Then click OK. Note If you change the rebate agreement or rebate agreement lines, the validation status is automatically cleared and you must revalidate the agreement.
Inventory	Open a submenu and select Dimensions display. For more information, see About inventory dimensions and dimension groups.

Fields

Upper pane

Field	Description
Rebate program ID	View or enter a unique identifier for the rebate program.
Customer code	View or select the customer code for this rebate agreement. If you select Table or Group, you can select values from their respective tables in the Customer selection field. If you select All, which indicates that all customers qualify for this rebate agreement, the Customer selection field is not available.
Customer selection	View or select the customer or customer rebate group based on the code you entered in the Customer code field. If you select Table in the Customer code field, select the customer. If you select Group, select the customer rebate group. If you select All, which indicates that all customers use this rebate agreement, the Customer selection field is not available.
Item code	View or select the item code for this rebate agreement. The item code determines the additional fields you can set up in this form. If you select Table or Group, you can select values from their respective tables in the Item selection field. If you select All, which indicates that all items qualify for this rebate agreement, the Item selection field is not available. 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.
Item selection	View or select the item for the table or account code you entered in the Item code field. If you select Table in the Item code field, select the item. If you select Group, select the item rebate group. If you select All, which indicates that all items use this rebate agreement, the Item selection field is not available.
Unit	View or select the unit of measure for the rebate quantity. This field is used with the Unit type field to determine whether the rebate agreement applies.
Unit type	View or select the rebate agreement unit type, which indicates which unit from the sales line to compare to the unit of measure in the Unit field to determine whether the rebate agreement applies. The unit type values are as follows: Inventory unit and Catch weight unit. This field is required when you set up a rebate agreement. Once you save the agreement, you cannot change the unit type.
Minimum quantity	View or enter the minimum quantity the customer must purchase to qualify for the rebate. If you enter a value in the Minimum amount field, you cannot enter a minimum quantity.
Minimum amount	Enter or view the minimum amount the customer must purchase to qualify for the rebate. If you enter a value in the Minimum quantity field, you cannot enter a minimum amount.
Start date	View or select the date on which rebates become effective based on the rebate agreement. This date must not coincide with an existing effective date for the same Rebate program ID, Customer selection, Item, Unit, or Approval type. If the agreement is effective immediately, leave this field blank.
Expiry date	View or select the date on which rebates no longer apply based on the rebate agreement. If the agreement does not expire, leave this field blank.
Find next	Select Find next to search for additional rebate agreements that may apply.
Payment type	View or select the payment type by which the customer will receive compensation under this rebate agreement. The options are as follows: Pay using accounts payable, Customer deduction, Invoice customer deductions, Trade spending, and Freight. Note In AX 2012 R3, the Invoice customer deductions option has been added.
Cumulate sales by	View or select the period during which invoiced lines will be totaled and compared with the agreement. The options are Invoice, Week, Month, Year, or Customized Period. If you select Customized period, the Period type field must be set up in the Periods form. Note In AX 2012 R3, you can also select the Lifetime option to cumulate sales over the validity period of the rebate agreement.
Period type	View or select the period type if value in the Cumulate sales by field is Customized period. For example, the customized period type might be quarterly or semi-annually.
Rebate program accrual account	View or select the general ledger accrual account that will be used for posting rebates for this rebate agreement. The account from the Rebate program ID is used as the default for this field. You can change the account to a different one before you save the rebate agreement. However, after you save the agreement, you can no longer change the accrual account.
Rebate program expense account	View or select the general ledger expense account that will be used for posting rebates for this rebate agreement. The ledger account from the Rebate program ID is used as the default for this field. You can change the account to a different one before you save the rebate agreement. However, after you save the agreement, you can no longer change the expense account.
Include generic currency	If selected, the rebate is processed in the generic currency specified in the Accounts receivable parameters, and then converted on the order.
Currency	The currency in which the rebate is applied.
Validated	If selected, the rebate has been validated. If you change a rebate agreement or rebate agreement line, the validated status is automatically cleared and the rebate must be revalidated.
Validated by	The identification for the worker who validated the rebate agreement information.
Taken from	View or select the option that indicates whether the rebate value is based on the gross or net of the sales order line.
Approval required	Select Approval required if rebates created from this rebate agreement require approval before they are processed to the general ledger accounts
Rebate line break type	Select 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. Note This field is available if AX 2012 R3 is installed.
Rebate program type	View or select the type of rebate. The values are as follows: Rebate ─ This rebate type is typically processed by sending a check to the customer or by deducting the rebate amount from the customer's invoice. Freight ─ Freight rebates accrue based on region and are not passed to the customer. They are used only for reporting. TMA ─ Trade & Merchandising Allowance (TMA) rebates accrue until they are passed on to the customer, which is usually by credit note.
Unit of measure rebate option	View or select the applicable unit of measure rebate option. The values are as follows: Convert ─ Select this option if the unit of measure for the rebate line is the same as the unit of measure specified for the rebate agreement. If this option is used, the rebate unit of measure is converted to the sales order unit of measure, or the catch weight unit of measure if applicable. Exact match ─ Select this option if the unit of measure for the rebate line must exactly match the unit of measure specified for the sales order. The two units of measure must match for the rebate to qualify for the sales order.
Note	View or enter free-form note text about the rebate agreement.

Lower pane

Field	Description
From qty.	The start quantity for determining the level break for rebates. This value must be larger than the Minimum quantity if one is specified.
To qty.	The end quantity for determining the level break for rebates. This value must be larger than the From qty value. No overlaps or gaps are permitted in the range.
Value	View or enter the rebate amount. This value is determined by the setting in the Amount type field.
Amount type	The amount type options, which include the following values: Amount per unit ─ Creates a rebate by applying the figure in the Value field for every unit invoiced. Fixed amount ─ Creates a rebate for the fixed amount entered in the Value field. Percentage ─ Creates a rebate by applying the figure in the Value field on the total invoiced amount.