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Rebate Management Deal - Clarification

Hi,

I am trying to setup a rebate deal where the rebate is applicable for only certain items from a long list of items that we sell to our customers. So, I created a deal and in the lines section under "Item code" I selected "group" and add group of items under the list. And in the setup section I also enabled "Include free text" option.

Based on this setup, ideally the system should calculate rebate in the following business scenarios:

1. When I raise a SO invoice and select an item that is also part of the item group, that I setup above

2. When I raise a free text invoice, with no items.

In order to test the setup, I raised a SO invoice with an item that was part of the rebate item group and a separate free text invoice. When I processed the rebate provision, the system is calculating rebate only on the SO invoice and not the free text invoice. But if I changed the setup a bit, and in the deal line I select "All" in Item code and then run the provision, the system is calculating rebate provision on both SO invoice and free text invoice. Does this mean the system is designed to calculate rebate on free text invoices only when the "Item code" is set to "all" and if the item code is set to "Group" then the free text invoices are ignored?

Any inputs from experts will be highly appreciated.

Thanks.

Categories:

Dynamics 365 Finance

Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!

Yes, your observation is correct. In Dynamics 365 Rebate Management, the system behavior is designed such that free text invoices are only included in rebate calculations when the Item code is set to "All" in the rebate deal lines. Here's a detailed explanation:
1. Item Code Behavior

When you set Item code to "Group", the rebate calculation is restricted to items that belong to the specified item group. Since free text invoices do not reference specific items or item groups, they are excluded from the rebate calculation in this scenario.
When you set Item code to "All", the system includes all transactions, including free text invoices, in the rebate calculation. This is why the rebate is applied to both the SO invoice and the free text invoice in your test.

2. "Include Free Text" Option

The "Include free text" option in the rebate deal setup allows free text invoices to be considered for rebate calculations. However, this only works when the Item code is set to "All" because free text invoices are not tied to specific items or item groups

3. Recommended Approach

If you want to include free text invoices in the rebate calculation while still restricting the rebate to specific items, you can:
- Create a separate rebate deal specifically for free text invoices, with Item code set to "All" and appropriate conditions to limit its scope.
- Keep the original rebate deal for the item group as is, with Item code set to "Group".

4. Testing and Validation

After setting up the deals, test the rebate calculation by processing provisions for both SO invoices and free text invoices. Verify that the rebates are applied correctly based on the intended setup.

This behavior is consistent with the design of the Rebate Management module, as it ensures flexibility in handling different types of transactions.

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