You can manage rebates, billbacks, and other promotional programs in Microsoft Dynamics 365 Business Central by setting up accrual plans. An accrual plan contains instructions to accrue amounts according to specific criteria, then pay these accrued amounts to one or more payment accounts.
Set up a separate accrual plan for every marketing program you want to track. You can also use accruals to manage your company's sales commissions. Accrual plans can apply to as narrow or as broad a range of sources as necessary. Define the items to which the accrual plan applies, as well as instructions on how accrual amounts are calculated.
Before you can start to manage accruals, configure your accrual policies and values, initially to set up general accrual setup and periodically to create master data for accrual plans. When configuration activities are complete, process accruals and accrual payments.
The following table describes a sequence of activities, with links to the topics that describe them. These activities are listed in the order in which they are generally performed.
To | See |
|---|---|
Get an overview of the principles and definitions that govern the accrual plan functionality in Microsoft Dynamics 365 Business Central. | |
Set up the company's general accrual policies, as well as rules and values for individual accrual plans. | |
Learn more about using accrual management in vendor processes. | |
Manage the accruals and their associated payments created according to the company's accrual plans. |