Rebates Management for Dynamics 365 Business Central

Automate and manage volume-based rebates for suppliers, distributors or retailers in the supply chain

Overview

The Rebates Management app for Microsoft Dynamics 365 Business Central empowers distributors to efficiently manage complex rebate programs involving both downstream retail customers and upstream suppliers. It automatically calculates rebates based on customer sales target or supplier purchase target performance and generates credit notes to offset invoices. This automation reduces manual effort, ensures financial accuracy, and enhances transparency in partner incentive programs.

Key Capabilities

1. Retail (Downstream) Rebate Management

• Define target sales volumes by retailer and/or item groupings for a predefined sales period.

• Monitor sales performance against defined thresholds.

• Automatically issue sales credit notes to qualifying retailers once targets are met.

• Apply issued credits to open retailer invoices within Business Central.

2. Supplier (Upstream) Rebate Management

• Configure supplier rebate agreements with item or item group purchase volume targets specified by your supplier.

• Monitor purchase volume over the rebate period and calculate expected rebate values.

• Automatically issue purchase credit notes to qualifying suppliers according to contracted rebate program.

• Offset supplier invoices with generated credits.

3. Flexible Target Definitions

• Set monthly, quarterly, or annual targets applicable for the rebate qualifying period.

• Assign targets by item, item group, customer, or vendor.

• Support for tiered or stepped rebate structures.

4. Financial Posting & Accruals

• Accrue rebates throughout the qualifying period for accurate financial representation.

• Post rebate liabilities and assets directly into the general ledger.

5. Rebate Reporting and Audit Trail

• Review eligible transactions, rebate amounts, and audit logs.

• Generate reports by period, partner, item, or rebate type.

Business Benefits

• Accuracy: Eliminate manual calculations using spreadsheets and spreadsheet errors.

• Efficiency: Save time with automatic evaluations and credit generation.

• Transparency: Provide visibility to trading partners on their rebate status.

• Compliance: Maintain clear audit trails and accurate postings.