Rebate (form) [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

Click Sales and marketing > Common > Rebates > Rebates.

Use this form to view and process rebates that are generated from invoiced sales order lines based on applicable rebate agreements. You can approve, cumulate, and process rebates. You can mark a rebate for credit and adjust the rebate amount. You can also use this form to purge rebate records.

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

Tab

Description

Rebates

View a list of rebates. You can also select a rebate and perform additional functions by using the buttons on this form.

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 customer rebates that are 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 that purges 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.

Field

Description

Mark

Select this check box to mark the rebate for credit. If selected, you can also change the value in the Corrected rebate amount field.

Rebate ID

The identification of the rebate.

Rebate program ID

The identification of 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 that is associated with the rebate.

Item number

The identification of the item that was purchased by the customer for which the rebate is being generated.

Status

The status of the rebate. The status can be one of the following:

  • To be calculated ─ The final rebate amount is pending the completion of the Cumulate Rebates run. This status applies to rebates that are generated from weekly, monthly, or yearly agreements.

  • Calculated ─ The rebate has been calculated and is pending approval.

  • Approved ─ The rebate has been approved if approval is required.

  • Mark ─ The rebate is available for processing.

  • Processed ─ The rebate is processed.

  • Free ─ A TMA type rebate is created manually for a specific customer.

Process date

The date when the rebate is posted to the ledger accounts. When the rebate posts, the rebate status is set to Mark.

From qty.

The starting quantity in the range that defines the level break for rebates. This value must be larger than the minimum quantity, if a minimum quantity is specified in the rebate agreement.

To qty.

The ending quantity in the range that defines the level break for rebates.

Value

Enter or view the value of the rebate.

Amount type

The type of rebate amount. The options are: 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 any corrections are 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 that is used for the rebate. The payment types include the following: Pay using accounts payable, Customer deduction, Trade spending, and Freight.


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

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