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Answered

Rebate Process in BC

Posted on by 17

Customers are given rebates monthly, quarterly, yearly.

Based on quantity, and £value.

Differing discounts across customer.

Rebates paid BACS, FOC goods.

Any suggestions how this would work in BC.

Not a refund, or credit for damaged goods etc. Reward for business.

How can BC carry out?

  • Suggested answer
    TeddyH Profile Picture
    TeddyH 12,868 Super User 2024 Season 1 on at
    RE: Rebate Process in BC

    It depends on your requirements. I would say it can be considered as easy customization. The clearer you can define your requirement, the easier it would be for developer to make.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Rebate Process in BC

    Adding more info

    You can also try Price feature in BC, so that you can put your prices, discounts based on your customers or Items.

    Thanks.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,339 Super User 2024 Season 2 on at
    RE: Rebate Process in BC

    Hi, as mentioned by the two experts above, the BC standard does not have this function. This may require customization.

    If you can know the discount amount, is it possible to add the discount to the next order? I feel like using the standard Discount feature if you can.

    pastedimage1678329488832v1.png

    Or is it possible to manually post rebates amout from General journals. 

    Hope this helps.

    Thanks.

    ZHU

  • maharg Profile Picture
    maharg 17 on at
    RE: Rebate Process in BC

    Thanks Teddy. See there are quite a few apps out there. Aim was to use standard BC where possible. Would customization be difficult? Set up some conditions and when met issue a payment?  About 50 customers would be affected.

  • maharg Profile Picture
    maharg 17 on at
    RE: Rebate Process in BC

    Hi Bilal, thanks for info on discounts, we have to do this as well for customers and campaigns.

    Rebates are slightly different. Am surprised it is not standard in BC.

  • Verified answer
    TeddyH Profile Picture
    TeddyH 12,868 Super User 2024 Season 1 on at
    RE: Rebate Process in BC

    BC unfortunately doesn't have the rebate function per standard. We normally go for customization or get it from App Source.

    appsource.microsoft.com/.../apps

  • Verified answer
    Bilal Haider Profile Picture
    Bilal Haider 45 on at
    RE: Rebate Process in BC

    After Teddy post editing this. I mixed rebate with discounts, not sure about rebates but Business Central has extensive support for discounts to customers. You can do it in a number of ways like Discounts for specific customers, customer groups etc. and you can set minimum quantity and dates during which discount is valid.

    One place where you can see this is Open Customer card, Navigate to Prices and Discounts and then Sales Discounts.

    You can also create campaigns during occasions.

    If you want to go through in detail please go through this module and related in learning path.

    learn.microsoft.com/.../

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