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Rebate credit notes need to be an invoice

  • 1.  Rebate credit notes need to be an invoice

    SILVER CONTRIBUTOR
    Posted 19 days ago

    In our current Dynamics AX 2012 R3 implementation, and again in planning our D365 F&O migration, I am hit with a gap in the rebate credit note functionality.  The system places a credit note journal directly onto the customer's AR account, without any information about what it is for, such as the rebate program id, date range for which the rebate was earned, etc.  The folks in the credit and collections department have no idea which invoices it goes with to settle the credit with their debits.  Plus there is no output document that can be sent to the customer to tell them about their credit note and what it is for.  Even more important is that, in all countries outside US and Canada, my business users have said that it is not compliant to handle a rebate settlement as an adjustment directly to their account - it needs to have an invoice number and be included in VAT reporting and e-invoicing for countries that require it.   

    In AX we did an extensive customization to provide the capability to input notes and print an output document.  Then later we enhanced it further to generate a sales order that can be invoiced so we could use it outside US and Canada.  We also enhanced the Japan consolidated invoice to include credit memos so we could show rebates on there.  In D365 we do NOT want to do any such customizations.

    Has anyone ever successfully used rebates in countries that require VAT reporting or e-invoicing (like most of Europe, Mexico, Brazil, Argentina, Japan Sei-ku-sho, China Golden tax, etc.)?



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    Lynn Kinsman
    Senior Systems Analyst, Pricing, Rebates, Projects
    Kodak Alaris Inc.
    Rochester NY
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    Conference-AXUG_200x200


  • 2.  RE: Rebate credit notes need to be an invoice

    SILVER CONTRIBUTOR
    Posted 16 days ago
    we had similar requirements and we are doing customization in D365 F&O to generate an invoice

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    Amer MS
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    Conference-AXUG_200x200


  • 3.  RE: Rebate credit notes need to be an invoice

    Posted 15 days ago
    In D365FO you can probably fit that gap using electronic reporting. It might be worth looking at the standard electronic reporting models that come out of the box to see if any fit your needs.

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    Juan Sebastian Grijalba
    Berkowitz Pollack Brant
    Miami
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    Conference-AXUG_200x200


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