web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to configure/proce...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to configure/process vendor rebates for purchases from rebate management

(3) ShareShare
ReportReport
Posted on by Naveena Reddy 231
How to configure/process vendor rebates for purchases from rebate management and not from Procurement and sourcing? 
 
Also kindly provide your suggestions on using the Vendor rebates in Procurement or the Rebate management module? what is the best/feasible process to use?
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Naveena Reddy Profile Picture
    Naveena Reddy 231 on at
     Hi all, can anyone kindly provide your suggestions?
     
    Thanks & Regards,
    Naveena G.
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,351 Super User 2025 Season 2 on at

    Step 1: Enable Rebate Management

    1. Go to Feature management (System administration > Workspaces > Feature management).
    2. Enable Rebate management if not already active.

    Step 2: Configure Rebate Management for Vendor Rebates

    1. Define Rebate Agreements:

      • Navigate to Rebate management > Rebate agreements.
      • Create a new agreement and select Vendor as the Rebate type.
      • Define eligibility criteria (Vendor, Product, Quantity, Amount).

    2. Set Rebate Calculation Rules:

      • Under the Rebate lines, specify the calculation method (fixed amount, percentage, or tiered).
      • Define the accrual and payout method (lump sum, periodic, etc.).

    3. Define Rebate Claim Processing:

      • Configure journal types for rebate accrual and settlement (under Rebate management parameters).
      • Assign posting profiles to track rebate transactions correctly.

    Step 3: Process Vendor Rebates

    1. Accrue Rebates:

      • When a qualifying purchase transaction occurs, rebates will be accrued automatically.
      • Verify accrued amounts in Rebate management > Rebate transactions.

    2. Generate Rebate Claims:

      • Periodically, go to Rebate claims and process eligible vendor rebates.
      • Generate a vendor credit note or apply the rebate to outstanding invoices.

    3. Post & Settle the Rebate:

      • Review and post rebate journals.
      • Apply the rebate to vendor payments or request reimbursement.

    Comparison: Vendor Rebates in Procurement & Sourcing vs. Rebate Management

    Feature Procurement & Sourcing Vendor Rebates Rebate Management Module
    Scope Basic vendor rebates Advanced, flexible rebate processing
    Calculation Limited to % of purchase price Supports fixed, tiered, and complex calculations
    Accrual Method Only at invoice posting Can accrue at order, invoice, or custom triggers
    Settlement Manual via credit note Automated claims & settlements
    Reporting & Analytics Limited Comprehensive tracking & reporting

    Recommendation: When to Use Which?

    • Use Procurement & Sourcing Vendor Rebates for simple percentage-based rebates applied at invoice level.
    • Use Rebate Management for complex, multi-tiered rebates, flexible accruals, and automated claims processing.

    For better automation, tracking, and flexibility, Rebate Management is the preferred approach.

  • Naveena Reddy Profile Picture
    Naveena Reddy 231 on at
    Hi Saif,
     
    Thank you so much for responding. But in my system 'Rebate management' feature is already enabled as it is a mandatory feature. Even then I am unable to see below mentioned path.
     
    • Navigate to Rebate management > Rebate agreements.
     
     
    Kindly suggest.
     
    Thanks & Regards,
    Naveena G.
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,351 Super User 2025 Season 2 on at
    Since Rebate Management is enabled in your system but Rebate Agreements is missing, let's troubleshoot step by step:
    1. Check if Rebate Management is Fully Activated
    • Go to Feature Management (System Administration > Feature Management).
    • Search for Rebate Management and confirm that it is enabled for all companies.
    2. Verify User Permissions
    • Navigate to System Administration > Security Configuration.
    • Search for Rebate Management and check:
      • If your role has access to Rebate Agreements.
      • If necessary, assign roles like Rebate Manager, Accounts Payable Manager, or Procurement Manager.
      • Ensure Duty and Privilege settings include access to rebate agreements.
    3. Check for Missing Navigation Menu Items
    If Rebate Agreements is missing from the menu:
    • Go to Rebate Management > Rebate Management Deals > Vendor Rebate Deals.
    • Sometimes, rebate agreements are handled within Vendor Rebate Deals instead of having a separate menu item.
    4. Use Advanced Search
    • Click on the Search bar at the top of the screen.
    • Type Rebate Agreements and see if it appears.
    5. Check in a Different Legal Entity
    • Rebate Management settings can vary between Legal Entities.
    • Try switching to another Legal Entity and see if the option appears.
    6. Confirm Module Deployment
    • If you’re using a customized system, check with your technical team or Microsoft Dynamics partner to verify that the module is correctly deployed and configured.
    7. Review Module Licenses
    • Some features in Microsoft Dynamics 365 Finance and Operations require specific licenses.
    • Ensure that your system includes the full Rebate Management functionality in its licensing model.
    If none of these steps resolve the issue, let me know the exact version of Dynamics 365 F&O you are using, and I can guide you further!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 456 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 429 Most Valuable Professional

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 239 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans