Rebate paid by check (form) [AX 2012]

Updated: August 30, 2012

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

Click Accounts receivable > Journals > Payments > Payment journal. Select the journal and click Lines to open the Journal voucher form. Click Inquiries and select Rebate paid by check.

Use this form to view details for rebates that are paid to customers by using a check.

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

Tab

Description

Inquiries

Select Rebate agreements to view information in a related rebate agreement.

Field

Description

From date

View or select the starting date in the period. During this period, rebates that are paid by using a check are displayed.

To date

View or select the ending date in the period. During this period, rebates that are paid by using a check are displayed.

Payment type

View or select any type of rebate payment. The options are as follows: Pay using Accounts Payable, Customer deductions, Trade spending, Freight.

Status

The status of the rebate, which can be one of the following:

  • To be calculated ─ The final rebate amount is pending the completion of the Cumulate Rebates run. This status applies to rebates that are generated from weekly, monthly, or yearly agreements.

  • Calculated ─ The rebate was calculated and is pending approval.

  • Approved ─ If approval is required, the rebate was approved.

  • Mark ─ The rebate is available for processing.

  • Processed ─ The rebate is processed.

  • Free ─ A TMA type rebate is created manually for a specific customer.

Rebate ID

The identification of the rebate.

Rebate program ID

The identification of the rebate program that was used for this rebate.

Invoice

The number of the invoice that generated the rebate.

Account number

The customer account number that is associated with the rebate.

Item number

The identification of the item purchased by the customer for which the rebate is being generated.

Process date

The date when the rebate is posted to the ledger accounts. When the rebate is posted, Process manufacturing production and logistics sets the rebate status to Mark.

Currency

The currency in which the total amount is represented.

Consumed amount

The amount of the rebate that was paid.

Rebate balance amount

The amount of the rebate that remains to be paid.

Posting journal

The identification of the posting journal that is used to process the rebate.


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

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