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Dynamics 365 Community / Blogs / Rahul Mohta blog for Microsoft Dynamics 365 Fin... / Customer rebates in Microso...

Customer rebates in Microsoft Dynamics 365 Finance and Operations

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Rahul Mohta Profile Picture Rahul Mohta 21,042

Customer rebates in Microsoft Dynamics 365 Finance and Operations

Customer rebate is done from Sales and marketing and result used in Accounts receivable

Visual of customer rebates

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Setup customer rebate agreement

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Process customer  invoices


Cumulate rebates

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Once approved can see rebate postings

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Once rebates are approved and processed they would create rebate transaction

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This transactions would bow be available during settlement in customer payment time

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as customer request the rebate could be used to create credit note

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and then use to mark

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Comments

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  • Hichem.Chekebkeb Profile Picture Hichem.Chekebkeb 3,371
    Posted at
    Thanks Rahul, Lynn Kinsman is totally right very big downside we are hitting it with a customer right now, they could just re-route it to Free text invoice, that would make everyone happy.
  • Community Member Profile Picture Community Member
    Posted at
    The downside to this functionality is that the Credit Note is placed directly onto the Customer's AR account as a transaction, but there is no invoice number and no output you can print to send to the customer. In countries where e-invoicing is required, this approach is not compliant. Also, there is no traceability as to which rebates were 'marked' to formulate this settlement. Also, the credit & collections person trying to settle this credit note on customer's account has no information on the transaction about which invoices it relates to or even basic information such as which Rebate Program it relates to. Do you have any suggestions of how you've gotten around these issues?