web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics AX (Archived) when doing a rebate , ...

Microsoft Dynamics AX (Archived)

when doing a rebate , shouldn't the customer get a deduction amount automatically?

(0) Share

Report

Report

Posted on by Abdo Khoury

14,855

Dear

what the steps for the rebates , i just need bullet points

first i created an agreement on a certain customer
then i did a sales order to match that agreement so naturally a transaction was created in the rebate form with status "Calculated"
so i clicked on "Process" button and a voucher for expense and accrual was created

now i am wondering why no deduction was done on the customer itself , should i be doing it manually or shouldn't the system do it

Regards

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi Silvano,

To make sure that we talk about the same thing, you refer to the customer rebate functionality incl. rebate programs, etc. in the sales and marketing module and not about SO rebates that one enters, right?

Assuming that you talk about the sales and Marketing functionality, the way how the deduction is made depends on the payment type, such as 'pay using accounts payable', 'customer deduction', etc.

Please also check the following docs site, which describes things in more detail

docs.microsoft.com/.../process-rebates-payment

Best regards,

Ludwig

Was this reply helpful? Yes No

Helpful resources

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1

CP04-islander 39

#2

#3

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans