Manage rebates in the bill back workbench
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3
This topic describes how to process customer rebate payments from the bill back workbench in Trade allowance management. A rebate is a partial refund of a payment that a customer previously paid for an item or service. Rebates are usually given as part of a promotion or marketing activity. A customer can use a rebate as a deduction on an outstanding balance or take the amount of the rebate as a credit. (For more information about rebates with deductions, see Manage deductions in the deduction workbench.) If the customer does not use the rebate as a deduction, a credit note is issued in the bill back workbench when the customer’s transaction is complete. Rebates are configured so that the appropriate department and promotional category in your organization is billed for the credit that is returned to the customer.
Prerequisite
Before you can create a credit note for a rebate and use the bill back workbench, you must have some type of trade allowance rebate agreement set up for the customer. For more information about trade allowance rebates, see Set up rebates.
Create a credit note for a customer
After you invoice a sales order for a customer, you can create a credit note on the customer's account to represent a rebate. The credit then appears in the bill back workbench, where it can be matched to a rebate.
To create a credit note, follow these steps:
Click Sales and marketing > Common > Customers > All customers.
Select the customer, and then, on the Action Pane, on the Collect tab, in the Settle group, click Settle open transactions.
Select the transaction that the rebate was applied to. On the Action Pane, click Functions, and then select the type of rebate program that applies.
On the Overview tab, select the Mark check box next to the rebate ID. Click Functions, and then click Create credit note.
Process and approve rebates in the bill back workbench
In the bill back workbench, you can accumulate, approve, and process rebates. Depending on how you want to process the rebate, complete one of the following procedures.
To process one rebate for a customer, follow these steps:
Click Trade allowance management > Common > Bill back workbench.
Select the Mark check box next to the rebate that you want to process, and then, on the Action Pane, click Approve.
To collect and process multiple rebates for a customer, follow these steps:
Click Trade allowance management > Common > Bill back workbench.
On the Action Pane, in the Functions group, click Cumulate.
In the Cumulate rebates form, select the customer ID, the start date, and the end date of the rebate period, and then click OK.
The rebates for the selected customer are shown on the Bill back workbench list page.
Select the rebates that you want to approve, and on the Action Pane, in the Functions group, click Approve.
Process approved rebates
After you approve the rebates, they must be processed for posting. To process approved rebates, follow these steps:
Click Trade allowance management > Common > Bill back workbench.
On the Action Pane, in the Functions group, click Process.
In the Process rebates form, select the customer account, customer rebate group, or trade management allowance group on which to filter the rebates for processing, and then click OK.
After you click OK, the invoice is posted and the status of the rebate claim is set to completed.
Delete outdated rebates
At some point, you will need to remove outdated rebate information from Microsoft Dynamics AX. To delete outdated rebate records, follow these steps:
Click Trade allowance management > Common > Bill back workbench.
On the Action Pane, in the Functions group, click Purge.
In the Rebate purge form, enter the earliest date for the rebates that you want to keep. For example, if you enter May 1, 2014, all rebates that were created before May 1, 2014 will be deleted.
Click OK.