Rebate Management

REBATES MANAGEMENT FoR MicRoSoFT DyNAMicS AX

AccurAte rebAtes
Customer rebates and promotions are the number one controllable overhead in many manufacturing and distribution companies. Rebates Management for Microsoft Dynamics AX reduces the administrative overhead of customer/ vendor rebate programs and ensures accurate rebates for entitled customers.

KeY beneFits
Flexibility in rebate schemes. Reduces administrative overhead. Accurate rebate calculations.

Flexible rebAte schemes

Rebate Management for Microsoft Dynamics AX can be set up to apply to single customer/vendor and item or to a combination of customers/vendors and items. This offers you the flexibility to tailor your rebate programs whilst keeping administrative control.

Reduced amount of claims and deductions.

minimum overheAd
The tight integration with Microsoft Dynamics AX ensures that once the rebate calculations have been finalised an invoice or credit note can be printed and the rebate is posted into a standard Microsoft Dynamics AX journal. This drastically reduces the amount of un-reconciled claims and deductions and keeps your administrative overhead at a minimum.

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KeY FeAtures oF the rebAtes module

The ability to handle 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. Allows set up of Rebate programs for any new or existing customer/vendor or item. 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, rebates accrued, rebates collected and account balances.

solution overview
Rebates Management for Microsoft Dynamics AX is fully integrated with Microsoft Dynamics AX and support the set up 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.

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. It is also possible to define Rebate Group codes which enable an additional level for reporting. The screen below shows examples of these groups.

Above: Item, Customer / Vendor and Rebate Group Codes.

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enterinG rebAte detAils

Rebate details are created at two levels header and line details. The screen below shows a header for a Vendor rebate which, when it is calculated and posted will generate an invoice. This rebate applies to all vendors but only applies to a group of items. It is valid for three years starting on 01/02/2008.

Above: Vendor Rebate Header.

The screen to the right shows entry of the line details for the above header. The line specifies the item rebate group to which this rebate applies, the method of calculation, the purchase or sales value from which this rebate applies and the rebate value to be applied. In the screen below a fixed rebate of $250 will apply when purchase invoice value is at least $5000 for items in rebate group ig1. Other calculation methods are that the rebate value applies per unit invoiced or is a percentage of the level value.

Above: Vendor Rebate Lines.

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rebAte cAlculAtion
It is possible to calculate rebate values for a specific rebate from the header screen. This might be used to test a rebates settings. However, after the rebate period has commenced and the rebate has become active, rebate values are calculated periodically by a Generate rebate transactions function. Transactions attracting rebates can be displayed in detail or summary format.

Above: Summary and Detail Transactions for a Customer Rebate.

rebAte cAlculAtion methods

In the screen below the rebate selected on the header form is calculated as a percentage of the level value as defined on the lines form. The result is shown in the Detailed transactions form and is calculated as ((Level value x Rebate value) / 100.)

Above: Percentage of the Level Value.

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In the screen below the rebate selected on the header form is calculated on a per unit quantity basis as defined on the lines form. The result is shown in the Detailed transactions form and is calculated as (Sales quantity x Rebate value). Note that in this

example rebate lines are defined at two levels. This rebate is defined as Cumulative on the header form so the rebate value accumulates both levels.

Above: Per Unit Quantity.

rebAte pAYment
When the rebate is payable, an invoice or credit note is optionally produced and the transaction is posted to the ledger.

Above: Rebate Posting.

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When the rebate above is posted a General Ledger journal is created as shown below.

Above: General Ledger Journal for Customer Rebate.

When the General Ledger journal is posted a transaction is recorded in open transactions for the Customer.

Above: Customer Open Transactions include the Rebate Credit.

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rebAte reports
Reports from the rebate system are used to reconcile rebate claims with the rebate entitlements generated by the system. There are two core reports available with selection criteria to manage the range of the report. These reports are Rebate Master Table (Rebate Definitions) and Rebate Transactions.

Above: Rebate Master Table.

Above: Rebate Transactions.

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scAlAble dAtA sYstems

For over 25 years Scalable Data Systems has been developing software solutions. In that time we have grown to become Australias leading Microsoft Dynamics AX Partner within the manufacturing and supply chain environment. Internationally we operate through the AxPact World Alliance, an invitation-only global organisation that pools together the very best Microsoft Dynamics AX expertise from around the world. As an AxPact member we are able to draw upon a worldwide network of consulting and development resources to deliver solutions in more than 75 countries and in over 20 languages. This means that regardless of whether your project is local or global, Scalable offers the assurance of: A single point of contact and responsibility. Consistent methodologies, configuration and service standards across all locations. Professional maintenance and support for all sites. High-value business solutions built with superior technology.

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2008 Largest Microsoft Australia ERP Sale (Process Industry) 2008 Microsoft Presidents Club 2007 Microsoft Presidents Club 2007 Finalist Dynamics AX ERP Solution of the Year 2006 # 1 Partner new business AX Dynamics 2006 Finalist, Dynamics AX ERP Solution of the Year 2004 MBS ERP Solution Partner of the year 2004 Microsoft Presidents Club

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