Create a rebate program type [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

Use this procedure to create a rebate program type. You use rebate program types with rebate agreements.

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

  2. Press CTRL+N to create a new rebate program type.

  3. In the Rebate program ID field, enter a unique name or identifier for the rebate program type.

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

    • 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.

  5. In the Default accrual account field, select the account to use to accrue rebates to be paid to the customer.

  6. In the Default expense account field, select the account to use for disbursing rebate payments to customers.

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