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Service | Customer Service, Contact Center, Fie...
Answered

Rebate management module number sequence setup

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Posted on by 62

Hello,

Am trying to assign the rebate deal number sequences for the new rebate module but the reference area is blank, hence not allowing the number sequence creation. Was not sure if there is something which needs to be turned on for this to appear. can You possibly advise?

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I have the same question (0)
  • FranciscoO Profile Picture
    145 on at

    Dear Bianca, 

    Here is some documentation.

    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/number-sequence-overview

    Are you referencing to a purchase order reference alternative number sequence? 

    a. Have you created the number sequence source?

    b. Did you already planned your number sequence for all main transactions?

    c. Why is important the reference on rebates to you? purchase order and/or sales order references?

    ... enjoy.

  • Verified answer
    FranciscoO Profile Picture
    145 on at

    I am not 100% sure, if this community maybe the best to reply to your message (s), since this item may belong to a different product.

  • Pathris Profile Picture
    55 on at

    Hi Bianca,

    I am facing the exact same issue. Have you resolved it yet?

    I have tried to load the number sequence via data entity (Data Management workspace) excel load. This got the infomation populated in the number sequence form under Org Adm, but the values are not present in the rebate management parameters form. And when I am trying to execute process rebate management, I am still getting error of number sequence missing. So the upload via data entity did not do the trick. 

    I am afraid that this is a technical issue. 

    Please do reply if you have this solved. 

    Br

  • BiancaP Profile Picture
    62 on at

    Hey, Am afraid not yet but have not worked on it further due to lack of time.

  • Verified answer
    Pathris Profile Picture
    55 on at

    Hi Bianca,

    so I have the solution for you.

    You have to set the number sequence as "Shared" and not company or legal entity.

    Then system will allow you to select the "Reference" value on the Rebate Management "Area".

    Please do remember to markt his as Verified Answer :)

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