Rebate and Freight Accruals

The Rebate and Freight Accruals extension for Microsoft Dynamics 365 Business Central enables you to automatically accrue anticipated rebate and freight expenses at the time of invoicing, ensuring your profit margins reflect the true cost of sales. All accruals are posted as item charges, preserving the integrity of your sales invoice amounts while maintaining accurate margin reporting.

Traditionally, businesses either fail to account for rebates and freight costs in their profit margins or manually adjust them after the fact, leading to inaccurate profitability reporting and increased risk of errors. This app ensures your financial reporting stays accurate from the moment of sale by automating these accruals in real-time, helping finance and sales teams work more efficiently and with greater confidence in their margin analysis.

Features and Benefits

• Automated rebate provisions at invoice posting based on flexible customer and item criteria
• Automated freight accruals calculated by weight, volume, quantity, or fixed rates
• Multiple rebate types per customer/item combination on the same invoice
• Item charge integration maintains sales invoice amounts while adjusting profit margins accurately
• Retrospective adjustments to correct rebate and freight estimates with actual costs after posting
• Comprehensive support for Sales Orders, Invoices, Credit Memos, and Return Orders
• Flexible calculation methods including percentage-based and rate-based options
• Customizable posting descriptions with dynamic placeholders for clear audit trails
• Date-effective setup allows scheduling of rebate and freight programs in advance
• Priority-based matching ensures most specific setups override general ones

Why Choose This App?

• See accurate profit margins at the time of posting without manual intervention
• Eliminate manual month-end adjustments for rebates and freight
• Support complex rebate programs with customer and item-specific configurations
• Maintain clean sales reporting with invoice amounts unchanged
• Reduce finance team workload and manual error risk
• Enhance real-time visibility of true sales profitability

Pricing

For detailed pricing information, please visit our pricing page.

Supported Editions

This app supports both the Essentials and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries

This app is supported in all countries where Microsoft Dynamics 365 Business Central is available.

Supported Languages

The app is available in English, German, Dutch, French, Japanese, Italian, Portuguese, Spanish, Danish, Polish, Swedish, Finnish, Norwegian, and Chinese (various locales).

Support and Documentation

For comprehensive documentation, setup guides, and support, please visit our documentation site. For additional assistance, please visit our contact page.