Define how trade allowance works in your organization

Applies To: Microsoft Dynamics AX 2012 R3

Before you can create trade allowance funds or trade allowance agreements, you must define how trade allowance management works in your organization. You can enable or disable functionality and rules as appropriate, and you can set default values for activities such as billbacks and deductions. This topic explains how to set up trade allowance management for your organization.

To set up your configuration of trade allowance management, follow these steps:

1. Click Trade allowance management > Setup > Trade allowance management parameters.

2. In the Trade allowance management parameters form, in the left pane, click Overview.

3. On the General FastTab, select or enter information in the following fields:

   • End of period template – Select the template to apply to automatically generate an end-of-period promotion from the Deduction workbench. Templates are created in the Templates form (Trade allowance management > Periodic > Templates).

   • Planned status – Select the status that must be applied to a promotion before it can be included in the analysis of planned promotion amounts.

   • Customer hierarchy – Select the customer hierarchy group to assign to all new promotions. When a new promotion is created, the customer hierarchy can be changed.

4. On the Lump sum FastTab, enter information in the following fields:

   • Expense account – Select the expense account from which the lump sum payments are provided. Expenses that are related to a lump sum are tracked in this account after the lump sum is paid.

   • Procurement category – Select the procurement category to use when a lump sum is paid to a vendor. The category that the payment is posted against determines the expense account from which the payment is taken.

5. On the Deductions FastTab, in the Deduction journal name field, select the journal where deductions will be posted.

6. On the Funds FastTab, select the Include closed check box to include closed or completed promotions when trade allowance funds are analyzed.

7. On the Method was called incorrectly. FastTab, in the Default rebate program ID field, select the rebate program that is automatically assigned to all promotions or marketing activities that include rebates.

Related tasks

Set up customer category hierarchies for trade allowance

Set up rebates

Set up customer category hierarchies for trade allowance

Set up trade allowance agreements

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.