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Set up trade allowance funds

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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

Funds for a trade allowances must be allotted before the trade allowance agreement can be finalized. This topic explains how to set up trade allowance funds.

1. Set up fund usage records

Use this procedure to set up categorized reasons for using funds for trade allowance.

  1. Click Trade allowance management > Setup > Fund usage.

  2. In the Usage form, click New.

  3. In the Usage field, enter the name of the cost center that is providing the funds and then enter a brief description of the cost center. For example, you might enter the name Marketing with the description Marketing share.

2. Set up funds for trade allowances

Use this procedure to set up funds for trade allowances.

  1. Click Trade allowance management > Periodic > Funds.

  2. In the Funds form, click Create a new record.

  3. In the Description field, enter a description of the fund.

  4. In the Type field, select whether the fund is discretionary and then, in the Status field, select the status of the fund.

  5. In the From date and To date fields, enter the start date and end date of which the fund is available.

  6. In the Fund budgeted field, enter the amount that has been budgeted for the fund, and in the Notes field, enter any additional information about the budgeted funds.

  7. In the Usage field, select the cost center that is providing the funds, and in the Fund budgeted field, enter the maximum amount allowed for the fund.

  8. On the Customers FastTab, in the hierarchy field, select a customer group or individual customers in the group, and then click >.

  9. If you want to distribute the budgeted funds across the customer hierarchies that you selected, select the customer hierarchy to distribute funds to, and then, under Current hierarchy level, in the Budgeted field, enter the amount to distribute.

  10. On the Items FastTab, click Add products.

  11. In the Add products form, in the Filters pane, use the Hierarchy filter to select a hierarchy.

  12. In the tree, select a product group that contains available products, and then, in the Available products pane, select one or more products to add. Click Add.

  13. Click OK, and in the Funds form, in the Status field, select Approved.

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Call center

Security roles

System administrator for basic setup and Marketing manager to create the allowance