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Scalable Data Systems Pty Ltd

Rebates Management For Microsoft Dynamics AX

by Scalable Data Systems Pty Ltd

Rebates Management is fully integrated with Microsoft Dynamics AX and supports the setup of flexible rebate schemes for items and customers/vendors. Various rebate calculations methods are possible and rebate payments are posted in the ledger. The module features a number of rebate reports to reconcile rebate claims with the rebate entitlements.

Key Features:

• Handles both customer and vendor rebates.
• The ability to set up, track and record rebates on customer vendor(s) and item(s).
• Assignment of multiple rebate programs to customer vendor(s) and item(s).
• Assignment of rebate programs to a time period e.g. purchases between date A and date B.
• Rebates can be based on a percentage, fixed value or value per unit purchased or sold.
• Printing a credit note or invoice for the rebate amount.
• Posting rebates to the ledger.
• Ability to track rebates on net or gross purchases, with tax included or excluded.
• A rebate scheme can be copied to be used as a template for a similar new rebate scheme.
• Detailed rebate accrual report to reconcile to General Ledger.
• Reporting on demand showing sales/purchases, returns.

Rebate grouping:

Rebate grouping codes may be defined for items and customers / vendors. This enables the setting of rebates to be managed at a group level.

Calculation Methods:

The following calculation methods may be used:

• Item quantity
• Item weight
• Sales value
• Sales quantity
• Fixed Amount
• Payments against sales

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The views and opinions submitted and expressed here are not those of Microsoft.