Rebates (list page)
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 > Rebates.
Use this form to view and process rebates generated from invoiced sales order lines based on applicable rebate agreements. You can approve, cumulate, and process rebates, create rebates for credit, and adjust rebate amounts. This form can also be used to purge rebate records.
To view details for a specific rebate, double-click the rebate line. The Rebate form is displayed for that rebate record.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
Rebates |
View a list of rebates, or select a rebate to perform additional functions using the buttons on this form. |
Buttons
Button |
Description |
|---|---|
Approve |
Approve the selected rebate if approval is required. You can also use the multi-select feature to approve multiple rebates at the same time. |
Cumulate |
Open the Cumulate rebates form to process rebates for customers set up on a cumulative weekly, monthly, or yearly agreement. When you use this function, the rebate status changes from To be calculated to Calculated or Approved. |
Process |
Open the Process rebates form to post approved rebates to the ledger. |
Purge |
Open the Rebate purge form to submit a batch processing job to purge rebates. For more information, see Submit a batch processing job from a form. |
Rebate transaction |
Open the Rebate transactions form to view journal transactions for the rebate. |
Rebate agreements |
Open the Rebate agreements form to view, create, and maintain rebate agreements. |
Fields
Field |
Description |
|---|---|
Mark |
Select to mark the rebate for credit. If selected, you can also change the value in the Corrected rebate amount field. |
Rebate ID |
The identification for the rebate. |
Rebate program ID |
The identification for the rebate program that was used for this rebate. |
Rebate program type |
The type of rebate program that was used for this rebate. |
Invoice |
The number of the invoice that generated the rebate. |
Account number |
The customer account number associated with the rebate. |
Item number |
The identification for the item purchased by the customer for which the rebate is being generated. |
Status |
The status of the rebate, which can be any of the following:
|
Process date |
The date on which the rebate posted to the ledger accounts. When the rebate posts, Process manufacturing production and logistics sets the rebate status to Mark. |
From qty. |
The starting quantity in the range for determining the level breaks for rebates. This value must be larger than the minimum quantity, if one is specified in the rebate agreement. |
To qty. |
The ending quantity in the range for determining the level breaks for rebates. |
Value |
Enter or view the value of the rebate. |
Amount type |
The type of rebate amount, which may be Currency per unit, Fixed amount, or Percentage. |
Customer rebate group |
The customer rebate group if one is specified in the rebate agreement. If there is no customer rebate group, this field is blank. |
Item rebate group |
The rebate group if one is specified in the rebate agreement. If there is no rebate group, this field is blank. |
Starting rebate amount |
The rebate amount before any corrections. |
Corrected rebate amount |
The balance of the rebate after a correction is made. |
Rebate balance amount |
The balance of the rebate that is due to the customer. |
Currency |
The currency in which the total amount is represented. |
Payment type |
The type of payment used for the rebate. The payment types include the following: Pay using accounts payable, Customer deduction, Trade spending, and Freight. |
See also
Submit a batch processing job from a form
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