I am not sure if your post is a question or a statement, but I will agree with you that this has also been a problem for us in AX 2012 and now I'm exploring D365FO for same issues. I supposed you could handle your scenario by simply changing the agreement to "Not Submitted" by clicking Validation and then choosing "Remove Validation" checkbox, which would make it ineligible for new sales order accruals and retain your history. We always put an end date on our rebate agreements, usually 1 year or 1 quarter, so we haven't had the need to close out rebate agreements so they stop being effective. However, we do have the need sometimes to CHANGE the accrual amount (percentage or fixed amount) on an agreement before its end date has arrived. We too ran into the restrictions you are speaking of. A little different than what you're doing, but I thought I'd share it anyhow. Under AX 2012 CU12 we had a 'private hotfix' to allow us to change the end date on an agreement before it's expiration so we can create a new agreement with same criteria and different percentage or fixed amount. I tested this in D365FO and it works ok out of the box. The trick is that you first have to Remove Validation for the agreement, which changes the status from Approved to Not Submitted. Once you create the new agreement with same criteria and overlapping date range, the system will automatically change the end-date on the old agreement to one day before the new agreement's start date.