Rebates Management in Supply Chain Management for Dynamics 365 Business Central

Introduction to Rebates Management in Supply Chain

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

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.

Visit at Microsoft AppSource Rebates Management in Supply Chain 

Key Benefits

Here is a list of key benefits.

List of 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.

Key Features

These are the features or capabilities of the app.

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.

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.

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.

Financial Posting & Accruals

• Accrue rebates throughout the qualifying period for accurate financial representation.
• Post rebate liabilities and assets directly into the general ledger.

Rebate Reporting and Audit Trail

• Review eligible transactions, rebate amounts, and audit logs.
• Generate reports by period, partner, item, or rebate type.

Summary

The Rebates Management App for Dynamics 365 Business Central automates the complex calculation and management of volume-based rebates for both suppliers and distributors/retailers. It eliminates manual spreadsheet work, ensuring financial accuracy and efficiency by setting specific sales or purchase targets for trading partners.

For downstream retailers, the app defines sales volume goals, monitors performance against those thresholds, and automatically issues and applies sales credit notes to open invoices. For upstream suppliers, it manages contracted purchase volume targets, calculates the expected rebate value, and issues purchase credit notes to offset supplier invoices. The system supports flexible, tiered targets and handles financial accruals and postings directly to the general ledger, providing a transparent audit trail and maintaining compliance.