Update a rebate agreement [AX 2012]

Updated: June 23, 2011

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 make changes to a rebate agreement for a customer.

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

  2. Select the rebate agreement that you want to update.

  3. On the General tab, select or change any of the values in the following fields:

    • Minimum quantity ─ The minimum quantity that the customer must purchase to qualify for the rebate.

    • Minimum amount ─ The minimum amount that the customer must purchase to qualify for the rebate.

    • Start date ─ The date when the rebate becomes effective.

    • Expiry date ─ The date when the rebate is no longer effective.

    • Value ─ The rebate amount, which is determined by the setting the Amount type field.

    • Amount type ─ The amount type options are as follows:

      • Amount per unit─ The rebate is calculated as an amount per invoiced unit.

      • Fixed amount ─ The rebate is calculated as a fixed amount independent of the invoiced amount.

      • Percentage ─ The rebate is calculated as a specified percentage of the invoiced amount.

    • Approval required ─ Indicate whether the rebate requires approval before it is processed to the general ledger accounts.

    NoteNote

    To change the value in any other field, you must delete the rebate agreement and create a new one.


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

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