Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

rebate mangement

(0) ShareShare
ReportReport
Posted on by 45

Hello,

I have set a rebate management deals for a customer as follow:

Calculation method: Cumulativ

Basis: Value

Transaction type: Invoice

Payment type: Tax invoice customer deduction

Discounted amount: Yes

pastedimage1683025207115v1.png

Rebate management details/Dates:

From date: 01.07.2022

To date: 30.06.2023

Per: 1

Cumulate by: Quarters

pastedimage1683025461256v2.png

Rebate management details/Lines

pastedimage1683025529037v4.png

After generating from Rabate management I show the transaction:

pastedimage1683027574997v5.png

The customer has two rebates:

Line rebate: 6,5%

Invoice rebate: 9,50%

pastedimage1683028126461v6.png

The calculation base for rebate is in my case 233750,0 (Line net amount) and not 211543,75 ( Invoice net amount)

How can I setup the System to calculate the rebate on Invoice net amount. Is that a possibility?

Thank you for your help

Liana

  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: rebate mangement

    Hi Liana,

    The calculation method of the rebate module is described in detail in the links below, and you can set it according to your business requirements:

    Rebate management overview - D365Tour

    Rebate management deals - Supply Chain Management | Dynamics 365 | Microsoft Learn

    Best Regards,

    Hana

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,965 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,817 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans