Business incentives include invoice refunds, billing incentives and lump sum incentives that allow us to enter into agreements with customers to increase revenue or achieve a specific marketing objective. When you take an action, you can put some money aside to allocate how much you want to spend to drive a promotion. Then measure the amount spent against actual additional sales. So you can create a commercial compensation management fund, which you can then assign to different commercial certificate agreements. Trade Allowance Management > creation > merchandising event category Business certificate management settings are used to capture standard information to be used by the system if the information has not been specified at a lower level and to select numbers for the module. There are both mandatory and optional settings for commercial supplements: Only categories with the following category hierarchical type are available in the trade compensation agreement: Once the negotiation allocation agreement has been used to generate discounts on sales invoices, you cannot change the status to “In-Progress”. In this case, you create a new trade premium agreement using the > copy management feature and concluding the previous agreement using the Closed > Status feature. Amount of the rebate – unit price – Percentage of the trade agreement /100 – 275-25/100-68.75 Marketing objectives can be established and then entered into the trading allocation to provide a statement of the shares and sales proposed by your organization. AX2012 R3, Billback, Lumpsum, Off Invoice, Trade Allowances A Trade Promotion […] are all expenses that a manufacturer pays directly to the trading or retail factors of a given sector as a determined amount per unit or as payment for a merchandising value provided by the distributor. Commercial aids [..] include “Slotting Allowances,” “Performance Allowances,” “Case Allowances” and […] “account-specific” actions; -Promotion Marketing Association Before a trading allocation agreement is used in the registration of the market, it must be “confirmed”. Enter the name of the period in the trading allocation box. For example, the New Year`s Eve party or the summer sale. “Order from,” “Order to” – Duration of the agreement The terms and conditions of the rebate are set in the Trade Allowance Agreement.
First define the validity of an agreement, then count the discounts. Based on the agreement awarded to the customer contract for the specific volume of sales over a period of time, AX will accumulate discounts and pay later. Commercial franchise agreements are used as a time limit indicating the date ranges to be met in order to be eligible for the bargaining allowance. A domain is set for order data, requested data, requested goods receipt data, and performance data. Periods of agreement on commercial premiums are not necessary, but they help streamline the implementation of commercial certificates. Trading allocation periods can be set up so that they can be used exclusively for reporting purposes. The hierarchy of debtors is used to select the debtors to whom the trade compensation agreement refers. Business Certificate Management is a brand new feature released in Microsoft Dynamics AX 2012 R3.
There are four types of product category hierarchies that can be applied to a trade premium: on this subject, I prefer the treatment of rebates. You can use the process represented to process special rebates paid to a debtor. The terms and conditions of the rebate are set out in the agreement on commercial premiums (essentially the discount agreement).