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Rebate and Freight Accruals

Accurately manage your rebates and freight expenses in Microsoft Dynamics 365 Business Central with automated accruals that maintain realistic profit margins without affecting your invoice amounts.

Overview​

The Rebate and Freight Accruals extension allows you to accrue for 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 assigned to sales entries, preserving the integrity of your sales reports while improving margin accuracy.

Key Benefits​

  • Accurate Profit Margins: See the true profitability of each sale at the time of posting
  • Non-Intrusive: Sales invoice amounts remain unchanged while margins adjust automatically
  • Item Charge Integration: Provisions posted as item charges keep sales reports accurate
  • Flexible Configuration: Adaptable setup supports diverse business scenarios
  • Post-Posting Adjustments: Correct estimates with actual costs after the fact

Features​

Rebate Accruals​

  • Automatic Provisions: Creates rebate provisions at invoice posting without changing invoice amounts
  • Margin Accuracy: Reflects rebate costs in profit margins immediately
  • Multiple Rebate Support: Apply multiple rebate types per customer/item on the same invoice
  • Customizable Descriptions: Configure posting descriptions to match your needs
  • Comprehensive Document Support: Works with Sales Orders, Invoices, Credit Memos, and Return Orders
  • Retrospective Adjustments: Modify rebates after posting to handle setup errors or actual rebate amounts

Freight Accruals​

  • Freight Provisions: Automatically accrue freight costs when posting sales documents
  • Item Charge Posting: Maintains sales amount integrity while adjusting margins
  • Flexible Setup: Configure freight calculations based on weight, volume, quantity, or fixed rates
  • Configurable Descriptions: Customize posting descriptions for freight entries
  • Post-Posting Corrections: Update freight accruals with actual costs after posting

Document Types Supported​

  • Sales Orders
  • Sales Invoices
  • Sales Credit Memos
  • Sales Return Orders

Learn More​

Resources

Getting Started​

Ready to improve your margin accuracy? Contact us to learn how Rebate and Freight Accruals can benefit your Business Central implementation.