---
title: "Create customer rebates/promotions"
slug: "bc-create-customer-rebates-promotions"
description: "Set up and track marketing plans like rebates and commissions in Microsoft Dynamics 365 Business Central for Food Manufacturing & Distribution."
tags: ["BC", "Business Central", "Food", "Task"]
updated: 2026-06-25T09:59:16Z
published: 2026-06-25T09:59:16Z
canonical: "docs.staedean.com/bc-create-customer-rebates-promotions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create customer rebates/promotions

You can set up and track marketing plans such as rebates or commissions using the Marketing Plans granule in Microsoft Dynamics 365 Business Central Food Manufacturing & Distribution.

## Steps

1. In the search box, enter **Customer Rebates/Promos**, and then choose the related link.
2. On the **Home** tab, in the **New** group, choose **New**.
3. Fill in the fields on the card. The fields are described below by tab.

## General tab

| Field | Description |
| --- | --- |
| No. | Identifies the customer rebate or promo uniquely. Numbers may be assigned automatically or manually. |
| Name | A description of the customer rebate or promo. Copied automatically to the **Search Name** field; change this manually if you want a different search name. |
| Plan Type | The type of plan: **Promo/Rebate** (default) or **Reporting** (points-based system). |
| Accrue | Determines where accruals are generated from: **Invoices/CMs**, **Shipments/Receipts**, or **Paid Invoices/CMs**. |
| Start Date | Starting date of the accrual calculations. |
| End Date | End date of the accrual calculations. Can be left empty. |
| Date Type | The date used to determine accruals: **Posting Date** or **Order Date**. |
| Source Selection Type | The field on the order/invoice used when generating accruals: **Bill-to**, **Sell-to**, or **Sell-to/Ship-to**. |
| Source Selection | The basis for creating accruals: **All Customers**, **Specific Customer**, **Price Group**, or **Customer Group**. |
| Item Selection | Which order/invoice lines are included in accrual calculations: **All Items**, **Specific Item**, **Item Category**, **Manufacturer**, **Vendor No.**, or **Item Group**. |
| Minimum Value Type | The type used for the minimum value: **Amount** or **Quantity**. |
| Computation UOM | Default unit of measure for accrual calculations. Copied automatically to line-level **Computation UOM** fields where the unit is assigned to the item. |

## Customers tab

This tab determines the customers involved in transactions for this accrual plan. Use the **Source Code** field to enter the specific customer, price group, or customer group as determined by **Source Selection** on the **General** tab.

If **Source Selection** is set to **Specific Customer**, use the **Source View** button to add customers based on filters. Choose **Source View** > **Define** to set field/filter combinations. After running the filters, choose **Source View** > **Add Customer to Plan** to populate the source lines. Choose **Source View** > **Clear** to remove filters at Anywhere Mobility Solutions time.

## Items tab

| Field | Description |
| --- | --- |
| Item Code | An item code, item category, manufacturer, or vendor code, based on the **Item Selection** setting. Leave blank when **Item Selection** is **All Items**. |
| Item Description | Filled in automatically from the entered code. Reads "All Items" (non-editable) when no code is entered. |
| Estimated Quantity | The estimated quantity to be sold under the rebate. Used to calculate the estimated accrual amount. Optional. |
| Computation UOM | The unit of measure for accrual calculations. Restricted to units assigned to the item. Cannot be left blank at the line level. |
| Reference Value | The value from which the accrual is calculated: **Price**, **Cost**, **Profit**, or **Quantity**. |
| Multiplier Type | How the **Multiplier Value** is used: **Percentage** or **Unit Amount**. |
| Multiplier Value | The value to be accrued. If **Multiplier Type** is **Percentage**, enter as a whole number (for example, enter 10 for 10%). If **Unit Amount**, enter as a dollar amount. |
| Start Date | Starting date for this line's accrual calculation. Usually left blank to follow the header **Start Date**. |
| End Date | Ending date for this line's accrual calculation. Usually left blank to follow the header **End Date**. |
| Minimum Value | The minimum value required for the accrual to take effect. The same item can appear on several lines with different minimum values to define tiered rebate levels. |
| Over Reference Value | The value at which accruing starts. Automatically copied from **Minimum Value** but can be changed manually. Set to zero to accrue on all applicable amounts. |
| Accrual Amount | A flat amount applied to the accrual before additional calculations. Always a dollar amount. |
| Estimated Accrual Amount | Calculated as Estimated Quantity × Multiplier Value. |

If **Item Selection** is **Specific Item**, use the **Item View** button to add items based on filters. Choose **Item View** > **Define** to set field/filter combinations, then choose **Item View** > **Add Item to Plan** to populate the item lines.

## Accruals tab

This tab displays accrual values recorded for this accrual plan. Most fields are read-only.

| Field | Description |
| --- | --- |
| Estimated Accrual Amount | The system-calculated estimated accrual amount based on **Estimated Quantity** and accrual terms. |
| Accrual Charge Amount | The sum of Anywhere Mobility Solutions accrual charges defined for the rebate. Drill down to view the **Accrual Charge Lines**. |
| Total Estimated Amount | The sum of **Estimated Accrual Amount** and **Accrual Charge Amount**. Also appears on the **General** tab. |
| Use Accrual Schedule | Select to use the Accrual Schedule feature. Setting this changes **Accrual Posting Level** to **Plan** automatically. |
| Scheduled Accrual Amount | The dollar amount scheduled to accrue to the plan (if accrual schedules are used). Drill down to view the **Accrual Plan Schedule Lines**. |
| Accrual Amount | The actual dollar amount accrued so far. Drill down to view ledger entries. Also appears on the **General** tab. |
| Accrual Posting Level | The level at which accruals are posted: **Plan**, **Source**, **Document**, or **Document Line**. |

## Payments tab

This tab displays information about how accrued amounts are paid out.

| Field | Description |
| --- | --- |
| Estimated Accrual Amount | Same as on the **Accruals** tab. |
| Accrual Charge Amount | Same as on the **Accruals** tab. |
| Total Estimated Amount | Same as on the **Accruals** tab. |
| Use Payment Schedule | Select to use the Payment Schedule feature. **Payment Posting Level** changes to **Plan** automatically. |
| Scheduled Payment Amount | The dollar amount scheduled to pay out from the plan. Drill down to view the **Accrual Plan Schedule Lines**. |
| Payment Amount | The actual dollar amount paid out thus far. Drill down to view ledger entries. Also appears on the **General** tab. |
| Payment Posting Level | The level at which payments are posted: **Plan**, **Source**, **Document**, or **Document Line**. Cannot be more specific than **Accrual Posting Level**. |
| Payment Type | The party to whom the rebate is paid: **Source Bill-to**, **Customer**, **Vendor**, **G/L Account**, **Payment Group**, or **Manual/None**. |
| Payment Code | The payment account. Depends on **Payment Type**: inactive for **Source Bill-to** and **Manual/None**; a customer number, vendor number, G/L account number, or payment group code otherwise. |
| Payment Posting Options | What portion of payable accruals is paid: **Immediate**, **Partially Paid**, or **Fully Paid**. Only functions when **Accrue** on the header is set to **Invoices/CMs**. |
| Purchase Document Lines | Drill-down to the purchase document lines created when the payment was calculated. |
| Sales Document Lines | Drill-down to the sales document lines created when the payment was calculated. |

## Posting tab

This tab determines the settings involved with posting the marketing plan.

| Field | Description |
| --- | --- |
| Computation Group | Assigns a computation group to the accrual for filtering purposes. |
| Price Impact | The effect the accrual amount has on an item's price on a document: **None**, **Exclude from Price**, or **Include in Price**. Applies only to **Document Line** posting level. |
| Accrual Posting Group | Determines where the accrual posts. Links to G/L accounts. |
| G/L Posting Level | The level at which this plan posts to the posting group: **Summarized**, **Plan**, **Source**, **Document**, or **Document Line**. Cannot be more specific than **Accrual Posting Level**. |
| Post Accrual w/ Document | Select to post accruals automatically with the transactions to which they apply. |
| Create Payment Documents | Select when accrual payments must be accompanied by sales credit memos or purchase invoices. |
| Post Payment w/ Document | Select to post accrual payments automatically with the transactions to which they apply. Not available when **Create Payment Documents** is set. |
| Edit Accrual on Document | Select to allow modifying accruals directly on the order. Selecting this automatically sets **Post Accrual w/ Document** as well. |

## Related

- [Create accrual plans](/bc-create-new-accrual-plans.md)
- [Create vendor rebates/promotions](/bc-create-vendor-rebates-promotions.md)