Create a customer TMA group [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 customer TMA (Trade and Merchandising Allowance) group. You can assign a customer TMA group to customers who qualify for each allowance in the group. When you assign the allowances to customers at the group level, you do not have to assign each allowance individually.

  1. Click Sales and marketing > Setup > Rebate program > Customer > Customer TMA groups.

  2. Press CTRL+N to create a customer TMA group.

  3. In the Customer TMA group field, enter a unique name or identifier.

  4. In the Description field, enter a description for the customer TMA group.

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