Vyas Special Pricing & Chargeback Management for Dynamics 365

Automate SPA and chargeback management for wholesale distributors — built in D365 F&O.

For wholesale distributors, vendor cost recovery programs — Special Pricing Agreements (SPAs) and chargebacks — represent a significant chunk of their profit. Managing them manually across disconnected processes creates claim leakage, missed accruals, and disputed balances that quietly erode margins.

Distributors end up maintaining separate workflows for agreement setup, accrual tracking, claim generation, and vendor settlement — with no consolidated view of what was claimed versus what was actually paid.

VyasTec's Special Pricing and Chargeback Management for D365 embeds the full SPA lifecycle directly inside Dynamics 365 Finance and Operations — from agreement creation through claim submission and payment reconciliation.

Key Features – Special Pricing and Chargeback

• Broad SPA program support — Price Exception, Promotion, Partner Program, Co-op Funded, Demo and Trade Show, Write-Down, Vendor Rebates, Profit/Co-op Adder, Minimum Margin, and Exchange Rate SPAs
• SPA impact margin visibility — Visibility into Pre and Post SPA margin impacts.
• Dynamic Groups — Maintain item and Reseller groups based on attributes dynamically without manual list management
• Price and Cost Adjustments — correct billing errors integrated with Case Management
• RSP process — Initiate/Request special pricing from vendors directly from Sales Quotation or Sales Order.
• Bundle SPAs and Quantity Breaks — handles complex eligibility structures natively
• Configurable claim file formats — structure output to match each vendor's submission requirements
• Dispute resolution — interim settlement, claim regeneration, and configurable payment write-off tolerances
• Mass Link and exception handling — link SPAs to past invoices; supports link, delink, reverse, and replace of SPA.
• Intercompany SPA management — multi-entity and multi-currency supply chain support

SPA Lifecycle Management

From creating a Special Pricing Agreement to posting the final vendor payment, every step runs inside the same solution — no exports, no external tools, no manual handoffs.

Once an SPA is active, it automatically applies to qualifying sales orders and accrues in real time. At claim time, the system groups all eligible transactions, calculates the claim amount, and generates a vendor-ready submission file. When payment arrives, the system handles write-offs within tolerance, and auto-posts all journals.

One system. One process. Complete visibility from agreement to settlement

Built Natively on Dynamics 365 Finance and Operations

This solution runs natively in D365 F&O — no separate portal, no data synchronisation, no additional infrastructure. It integrates directly with standard D365 modules and provides a familiar UI experience.

Why VyasTec?
Our experience has encompassed every version of Microsoft Dynamics 365 (formerly Microsoft Dynamics AX) since 2002. Our teams understand the full breadth and capability of Microsoft Dynamics 365 and can tailor it to your precise business needs and ensure that you utilize the software to its full potential. Our team has over 25+ years of experience independently and within large, global employers. Coupled with an offshore team hand-picked from our network, we deliver solutions to you accurately and, economically. You can be confident that our solutions are technically sound.
For more information or to schedule a demo, visit Vyas Consulting, Inc.