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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Pay rebates to customer
Microsoft Dynamics AX (Archived)

Pay rebates to customer

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Posted on by Hichem.Chekebkeb 3,371

Hello, 

I struggling on how to send a check to refund customer rebates as mentioned in the tech net.

In tech net I have found this : Rebate ─ The Rebate type is typically processed by sending a check to the customer or by deducting the rebate amount from the customer's invoice.

Could someone tell me how to achieve this ?

Thanks,

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  • Community Member Profile Picture
    Community Member on at

    Hi,

    This article describes how to set up the rebate program and how to pay to the customer:

    http://technet.microsoft.com/en-us/library/hh208964.aspx

    Let us know if this doesn't help.

    Thanks,
    Caroline.

  • Hichem.Chekebkeb Profile Picture
    Hichem.Chekebkeb 3,371 on at

    Thanks,

    I have already read this article, hence, there is not detailed procedure on how to pay the customer rebate by check.

    I think there is a big lack of documentation on rebates that Microsoft should cover.

    Thanks,

  • Hichem.Chekebkeb Profile Picture
    Hichem.Chekebkeb 3,371 on at

    "A rebate agreement with a rebate program type (defined by rebate program ID) “Rebate” is required to have a payment type of "Pay using Accounts Payable" (Which used to be called Check) or "Customer Deductions"(which in effect is a credit)." (blogs.msdn.com/.../rebates.aspx) in this article I understand that sending a check is by using AP to pay back a client. Very bad way to handle customer rebate payment. this will be mixing information between AP & AR.

  • Suggested answer
    Hichem.Chekebkeb Profile Picture
    Hichem.Chekebkeb 3,371 on at

    This is a type of customer refund,  to proceed customer refund, we can apply a customer payment in Payment journal with negative Credit amount.

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