Microsoft rebates status

Some of the conditions are as follows:. You set up rebate programs in the Rebate program types form. You can select a single product, a group of products, or all products.

In Microsoft Dynamics AX R3, you can use the Selection option to select multiple items that are not part of a predefined group. The unit is the unit of measure for the rebate quantity.

The unit type indicates which unit from the sales line to compare to the unit to determine whether the rebate applies. If you use the Exact match option, the unit of measure for the rebate line must exactly match the unit of measure specified in the sales order. If not, the rebate does not qualify. If you use the Convert option, the unit of measure for the rebate line is the same as the unit of measure for the rebate agreement.

The rebate unit of measure is converted to the sales order unit of measure, or the catch weight unit of measure, if applicable. This field determines whether the rebate amounts that are specified on each rebate agreement line are based on sales quantities or sales amounts. Select the Quantity option if you want to define rebates that are based on the number of items that are sold. Select the Amount option if you want to define rebates that are based on the monetary amount of the sale. The customer can receive payment through accounts payable, customer deduction, trade spending, or freight.

You can specify a generic currency, which is converted on the order, or you can specify a specific currency for the rebate. If you use a generic currency, it must be the generic currency that is defined in the Generic currency field in the Accounts receivable parameters form. Sales can be cumulated by any of the following methods: Invoice , Week , Month , Year , or by using a Customized period. Customized periods allow for customers to configure their own period, such as Quarterly.

Customers who select Customized period must specify a period in the Period type field. You set up period types in Organization administration on the Period types form. AX R3 supports the Lifetime option. Privacy policy. Rebate statuses help you to track the status of each Rebate management deal. You can also use them for reporting and inquiry purposes. You can set up and name as many rebate status values as you require to support your business process.

Then use the buttons on the Action Pane to add and remove status values as required. For each status, set the following fields:. Any additional feedback? Note For more information about incentives and incentive features in Partner Center, see Partner Investments and Incentives sign-in required. In this article. The partner has accepted an invitation to enroll in an incentive program but may need to update bank or tax information.

See the Actions required column for any next steps or links to update your bank or tax information in Partner Center. The specific incentive program is no longer offered in the incentives system. All tax and bank information has been validated. No further enrollment action is required by the partner. The user is not an Incentive Administrator and the enrollment is in the Action required or Validating enrollment states. The incentive program may not be open to enrollment at this time or the partner does not meet current eligibility for enrollment or re-enrollment.

If the status is Ineligible , then the partner does not meet the current eligibility requirements for the program; selecting the See eligibility requirements link beneath the enrollment status will show the requirements for eligibility and which of these requirements have been met. A new incentive program enrollment invitation has been sent to the partner but the partner has not yet started the enrollment process.