Rebate feature in AX2012

Let’s discuss about the Rebate Agreements in AX 2012 R3. Rebates are nothing but an amount paid by way of reduction, return, or refund on what has already been paid or contributed. It is a type of sales promotion that marketers use primarily as incentives or supplements to product sales. Rebates can be of two types- Vendor Rebates and Customer Rebates. In this post we would eagle-eye on how to use rebates for vendors.

Scenario:

Whenever a purchase order is created for vendor 1002 using item B0006, he gets a rebate of 5 %.

But the rebate is applicable only if the minimum quantity is 2 and maximum quantity is 10.

To achieve this follow the below process:

Set up Vendor Rebate Parameters

Navigate to Procurement and sourcing -> Setup -> Procurement and sourcing parameters -    -> Rebate program.

Specify the ledger accounts and Journal name.

Create a Rebate Agreement:

Rebate agreements is the place where we define which items are in the offer or which vendors offer rebate.

Navigate to Procurement and sourcing -> Rebates -> Rebate agreement -> New

Select the rebate program id -> select a Vendor /Item code. There are three types of Vendor / Item Code-

1. Table > Applicable For only one specific Vendor or Item
2. Group > Applicable For only Vendor / Item Rebate Group. Means all the vendors /items  that come under this particular Rebate group are applicable
3. All > Applicable for all the vendors / items.

Specify the minimum quantity.

As per our scenario we will specify vendor as 1002 and item as B0006 and minimum quantity as 2.

Click on Lines tab -> Add lines -> Specify from value and to value -> Specify the value.

In the from value give 2 and in the to value give 10. The value is given as 5. That means whenever a Purchase order is being created for the Vendor 1002 of item B0006 from the quantity 2 to 10, a rebate of 5 per unit will be given.

Now we need to validate the rebate.

Click on Validation -> Ok

After clicking OK, the Rebate status changes to Approved.

Create a Purchase order.

Create a purchase order with vendor 1002, item B0006 with quantity 3, Post the Purchase order observe the Infolog.

Process Rebate Claims

Navigate to Procurement and sourcing -> Rebates -> Rebate -> Select the record with your invoice number ->Click Approve -> Select the vendor account -> Ok .

Process the Rebate

Navigate to Procurement and sourcing -> Rebates -> Rebate -> Select the record with your invoice number ->Click Process ->  Select the vendor account -> Ok .

After the rebate voucher gets posted, click on the Rebate Transactions to see the vouchers

The same functionality is applicable for the Customer Rebate also. But the navigation path is- Sales & Marketing -> Common -> Rebates -> Rebate Agreements.

How to Send Email Notification Of Workflow

How to Send Email Notification Of Workflow

Let’s enlarge some more features of AX Workflow. Dynamics Ax2012 facilitates the powerful Email  mechanism which can be used commonly across the modules for new implementations. Especially to fulfill the users wish on getting notification through emails and helping them in their daily activities.

Scenario:
Edward is an accounting manager and who is not involved in PR approvals as he is occupied by other responsibilities but still he wants to be notified whenever a purchase requisition is approved.

To achieve this follow the below process:

Setup an email address for a user who wishes to receive email.
Navigate to System Administration -> Common -> Users->Select the desired user ->Click on Options.
Enter users email id.

Click ‘Notifications’ and then check the box next to ‘Send notifications in email

Set up AX E-mail Parameters to use the SMTP server

Navigate to System Administration -> Setup -> System -> E-mail Parameters ->Enter details about mail server.

Create an email template navigate to Organization Administration -> Setup -> E-mail Templates ->

Check the checkbox "Show system emails".

Assign your email template to the specific workflow, Navigate to the desired workflow click on basic settings and select the created email template under “email template for workflow notification”

Select the desired notifications on the specific task.

Setup the batch job to distribute the email messages, System Administration -> Periodic -> E-mail Processing -> Batch

Thus by doing this configuration whenever a PR is approved Edward will receive an email notification.

How To Put Customer On Hold

Scenario in which customer has crossed his due limits and need to be on hold till he clears his dues .Or due to any other reason we are in need to put a customer on hold .This can be achieved in two ways in AX either manually going and putting a customer on hold or automatically restricting a customer to post any transactions:

Lets discuss how to achieve this Manually:

• Create an ageing bucket and  select it on Account Receivable parameters form under collections tab 
• Whenever the customer cross is overdue , owed  to  the collection assigned Ageing Indicator would be displayed  and the user  can manually go and put the customer on hold 
• To do this go to the customer master ,Credit and Collections fast tab,Select desired option for the select box "Invoicing and delivery on hold "
• This will put the customer on hold.

Lets discuss how to achieve this Automatically

• Navigate to Account Receivable ->Setup ->Accounts receivable parameters 
• Click on Credit Rating ->Select "Error" for the select box "Message when exceeding credit limit "
• Now the customers would automatically be restricted from making any transactions .
  

Emailing Purchase Orders

In today's post we would be discussing about how to email purchase orders to vendors :

• Navigate to Procurement and Sourcing ->Setup -> Forms -> Form setup

• Click on General ->Print Management 

• Click on Purchase Order expand the node and click on Original <Default>

• Click on Destination->Printer Setup .

• Click on Email -> Mention Email ID in the “To” field mention any email address which you want to CC in “Cc” field.

• Mention the Subject and File Format.

• Set up should look like this.

By performing above steps an email is sent on the mentioned address .By the above setup works for all vendors .However if you wish to perform this activity only for the specific vendors then navigate to the below mention path and perform the same activity .

Procurement and sourcing -> Common -> Vendors -> All vendors -> General -> Print management.

Electronic Payment files for Vendors

Electronic Payment files for Vendors:

• Navigate to Accounts payable ->Journals->Payments ->Payment journal                     
• New ->Select  Name -> click on lines -> Enter vendor account 
• Click on Functions ->Generate payments 
• Select the Export format option, and then, in the Export format field, select a format for the export file

OR

• Select the Payment method option, and then, in the Method of payment field, select a method of payment that uses the appropriate format for export files.

OR

After Entering Vendor account on the Click on Payment tab and select Method of Payment as Electronic .

In this way you can make electronic payments for vendors.

Automatic Creation of Purchase Orders

Hi ,

In today's post we would be discussing about how to Automatically create purchase orders  upon purchase requisition approval.

For achieving  this navigate to :

• Procurement and Sourcing ->Setup ->Policies ->purchasing policies
• Create New policy ->Specify Name under general tab->Select Company under policy organizations.
• Select Purchase order creation and demand consolidation
• Create a policy rule.

• Click on Manual purchase order creation tab.
• Click the ‘Automatically create purchase orders’ radio button to select it

Relationship in Account Structure

                   

Account Structure and Relationship:

Scenario:

Let’s say we have a requirement which says Business Unit should have control .For this we have to create organizational hierarchy first.

Now we need to go to Configure Account Structure form and select  the activated account structure.

Click on Relationship

On the Relationship column look for the organisation hierarchy name which you have created, select the row which has Business Unit as Party A and Cost centre as Party B

Click on Ok and Activate the Account structure.

Go to General Ledger and post a transaction.

The user will  be able to see only the cost centers which were allowed in organisation hierarchy