Hi,
in our business it is rather common that we have a customer bonus, a kick-back for large customers if they buy a certain quantity or for a certain amount during the year. This could also be tiered, if you buy this amount you get this percentage, if you buy more you get a larger percentage. During the year the bonus is posted to a balance account and in the end of the year a large credit note is created for the customer. In our current Ax 4.0 environment we have solved this with tweaking the commission functionality and some modifications. We have been experimenting with the customer rebate functionality for this in our Dynamics 365 environment, but have not managed to get the accrued posted amount to effect the cost/margin on the sales order line. Is that possible, have we missed some setting? Or is there some other Dynamics functionality that could help us. The agreements can look like this
Buy for 1 000 000 during the year - get 3% kick back in the end of the year
Buy for 2 000 000 during the year - get 4% kick back in the end of the year
Buy for more than 3 000 000 - get 5% kick back in the end of the year.
The customer does not commit to any of these, so it depends on how much they buy, how much % they get in the end of the year. In current solution we have a function that recalculates and reposts old transactions if the customer surpasses one of the % steps and the accrual need to be changed.
And we want the bonus to effect the margin on the sales order line.
BR
Anette
