Customer rebates in Microsoft Dynamics 365 Finance and Operations
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Rahul Mohta
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ReportCustomer 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
Setup customer rebate agreement
Process customer invoices
Cumulate rebates
Once approved can see rebate postings
Once rebates are approved and processed they would create rebate transaction
This transactions would bow be available during settlement in customer payment time
as customer request the rebate could be used to create credit note
and then use to mark
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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?
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