Rebates earned as a result of sales or purchases over a period time**.** As sales or purchases volume increases and hits certain levels, the percentage rebate may increase. Multiple rebate programs can be assigned to customer/vendor(s) and item(s).
Does Standard AX 2009 or 2012 have the functionality of Rebates for Sales and/or Purchases ?
If not what would be the work around in Standard AX ?
It is called Process Distribution and Process Manufacturing. Your issue will be that Microsoft bought FullScope and incorporated it into the base AX2012 software - elements like Formulas, Co/By-Products, Batch Orders, Shelf Life etc never existed previously. I am not sure this is now available for AX2009 users but you would need to ask Microsoft.
I’m trying to implement a vendor rebate process in R3 (CU8) for my client, and I can’t work out how to configure a rebate agreement to their requirements.
They want to have an agreement with a supplier whereby they will receive a rebate based on total purchases from that supplier over a period of time. The line breaks will be staggered, i.e spend between £5k & £10k, get 2% back, between £10k & £50k get 4% etc etc. All lines for the supplier have been added to Vendor Rebate Item Group, and the agreement itself is defined against the Rebate item group and the single supplier.
In testing, the rebate is applied at line level, as opposed to an aggregation of lines…i.e. if the cumulated value of purchases of line A is £9k, line B is £4k, line C £4k, line D £4k, a rebate is generated only for 2% of the £9k from line A, as opposed to what I want, which is the aggregation of lines A, B, C & D ( £21k) which should generate a rebate of 4%
Can anyone tell me how to configure the desired outcome correctly?