Skip to main content

Notifications

Announcements

No record found.

Supply chain | Supply Chain Management, Commerce
Suggested answer

Rebate management

Posted on by 12
Hi,
 
I have customer requirement when we create a Rebate deals, for all items but filter it by Cost centre. 
Basically they have sub categories of products in cost centre and Item is the main category.
 
I have used filter option on the deal but it is not picking up when process for Provision.
 
Any other way I can filter the items by cost centre in the Rebate deals? 
 
 
Tia 
 
Kruti 
 
  • KP-05061327-0 Profile Picture
    KP-05061327-0 12 on at
    Rebate management
    ahh okay! 
     
    sorry but can you please tell me how can I link inventory transactions? 
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    Rebate management
    I mentioned linking inventory transactions, not filtering on inventory dimensions. On the form inventory transactions, you can check physical and financial ledger updates. These details do have the financial dimensions.
  • KP-05061327-0 Profile Picture
    KP-05061327-0 12 on at
    Rebate management
    You mentioned Inventory Dimensions - and i only see Batch number, License plate, warehouse, site etc. no cost center.

    Another question actually can we do Rebate Provision for Sales order that invoices and Rebate for Paid invoices only? 
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    Rebate management
    Hi Kruti,
     
    Have you tried linking the inventory transaction to the invoice journal line data source in the query form as I mentioned below?
  • KP-05061327-0 Profile Picture
    KP-05061327-0 12 on at
    Rebate management
    yes this only works for Transaction type ORDER, it doesn't work for INVOICE some reason. 
  • Suggested answer
    Community member Profile Picture
    Community member 32 on at
    Rebate management
    I got this to work.
    I needed to use Dimension.CostCenter (as it's a financial dimension). 
     
    I entered two sales order lines, both with different cost centers, and the provision only picked up the matching cost center as the source transaction. 
     
    Try this out and see if it works for you. 
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    Rebate management
    Hi Kruti,
     
    The financial dimensions are not stored in the main account field. The main account can be used as an expense account to override default inventory posting settings. You can find the default dimension > cost center value via the linked inventory dimension. 
  • KP-05061327-0 Profile Picture
    KP-05061327-0 12 on at
    Rebate management
    yes You will able to pick it up from here but when you actually create sales order and sales invoice. and try to calculate the rebate it not calulationg anything 
     
  • Community member Profile Picture
    Community member 32 on at
    Rebate management
    Hi,
    It is the first time I am seeing this Filter button; I will need to test and see how it behaves.
    To answer your question, I can get Main account.Costcenter to show as a field in the query under Customer invoice lines.
     
  • KP-05061327-0 Profile Picture
    KP-05061327-0 12 on at
    Rebate management
    HI Andre,
     
    So when I create a new deal, I want to put the filter on the Deal itself for the cost center, so it will only pick up products that is invoiced for the particular cost center. 
     
    1. create a Rebate deal for customer X for all the items which are invoiced and paid and other essential details such as posting profile, dates and rebate percentage.
    2. Now when i Process the rebate I only want invoices that has Cost center E0010 as you can see in the screenshot, but it doesnt pick up. it only picks up if Transaction Type is Sales order. 
     
    how can i use the filter maybe am i doing something wrong here? I am fairly new to this module as well. 
     
     
     
     

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans