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Can anyone explain how cumulate vendor rebate functionality works in D365 FO. If I post 5 PO invoice and setup cumulate type is month then will system create only 1 claim or 5 claim as per invoice.

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Can anyone explain how cumulate vendor rebate functionality works in D365 FO. If I post 5 PO invoice and setup cumulate type is month then will system create only 1 claim or 5 claim as per invoice.

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Rahul Mohta 21,032 on at

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monthly once claim should be expected for the 5 invoices

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Sumit Loya 2,230 on at

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Hi Rohan,

The Cumulate purchases by has a separate option per invoice if you set it to Cumulate by month then it would group invoices by month and create 1 line per month

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But in my case system is creating 5 claim. (I have enable Rebate at invoicing checkbox in Procurement sourcing parameter > Rebate program)

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HI Sumit, In vendor agreement I have defined cumulate by Month only still in my case system is creating 5 claim. (I have enable Rebate at invoicing checkbox in Procurement sourcing parameter > Rebate program)

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Also Could you please let me know if I set Cumulate by Month and try to run cumulate process do I need to give specific dates or any date in which invoice fall

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Sumit Loya 2,230 on at

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Hi Rohan,

In Cumulate process, you will not need specific dates, you can give a start date and end date and system will consider all invoices under that period to check and cumulate.

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