Acumens Customer Rebate Management

Acumens Customer Rebate Management is an app designed to integrate seamlessly to automate, track, calculate, and process Customer Rebates, reducing manual work and ensuring accurate financial management.

It helps businesses to recover costs, incentivize bulk Sales, and strengthen supplier relationships.

Acumens Customer Rebates App offers the following features:

1. Agreement Management: Users can create and manage detailed customer rebate agreements with validity dates, currencies, and qualifying criteria. Agreements can be tied to specific customers, items, or promotions.

Users can define multiple Rebate Programs and runs in parallel based on different qualifying criteria.

2. Customer Categories: Customers are grouped logically for rebate eligibility and tracking.

Customers can be grouped using below criteria:

• By Volume: High-volume customers (eligible for tiered rebates) and Low-volume customers (flat rebate or none).
• By Product: Raw materials suppliers and Finished goods customers
• By Strategic Importance: Preferred/strategic vs non-preferred customers
• By Region/Market: Domestic vs international customers

3. Automated Rebate Processing & Accrual:

The app provides functionality to process Customer Rebate automatic when Sales Transaction is posted or Batch Processing for periodically.

Rebates are accrued automatically when sales transactions are posted.

The system automatically tracks sales transactions against the defined targets specified in the agreements.

It can automatically create customer credit memos (credit notes) reducing manual effort and potential errors. It automates rebate accruals, claims, and reporting, ensuring compliance and accuracy.

Entries are created in the General Ledger to reflect rebate liabilities in real-time, improving financial visibility and forecasting.

4. Flexible Calculations: Rebates can be calculated using various methods and parameters:

• Per Unit: Based on the number of units sold.
• Percentage: Based on the total monetary value of sales.
• Tiered Structures: The rebate percentage per unit can increase as higher sales thresholds are reached.

5. Rebate Processing Type:

Rebate can be accrued as expense. Selection is at Rebate Program Level.

• Expense: It posts Rebate amount to General Ledger using G/L Account via Sales Journal. General Ledger will have information about Bill-To Customer No. and Rebate Customer No. So, Rebate Payable Account can be adjusted periodically by accounting department.

6. Integration: The add-ons are built into the Business Central environment, leveraging existing data and workflows within the ERP system.

Benefits

• Efficiency: Eliminates manual tracking of rebates.
• Accuracy: Ensures financial records reflect rebate accruals correctly.
• Flexibility: Supports complex rebate structures (percentage, fixed, tiered).
• Transparency: Provides clear visibility into rebate agreements and claims.

Target Audience:

Ideal for manufacturers, distributors, and organizations that manage rebates from their suppliers, Acumens Vendor Rebates is designed to help teams improve efficiency and clarity in their vendor rebate management process.

Supported Editions

This extension supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries

All countries where Business Central is available.

Supported Languages

The app is available in: English (United States)

Contact Information

For more information, please contact SBC Dynamics