Rebate program types (form)

  • Article

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 > Setup > Rebate program > Rebate program types.

Use this form to create, maintain, and view rebate program types. You can also define default values for general ledger and offset accounts using this form.

Tasks that use this form

Create a rebate program type

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

Fields

Field

Description

Rebate program ID

Enter a unique identifier for the rebate program.

Description

Enter a description for the rebate program type.

Rebate program type

Select the rebate program type. 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.

Default accrual account

Select the default accrual account to use for accrue rebates for the customer.

Default expense account

Select the default expense account to use to remit rebates to the customer.

See also

Rebate agreements (form)

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