Rebates & Commissions

You can manage rebates, billbacks, and other promotional programs in Microsoft Dynamics NAV by setting up accrual plans. An accrual plan contains instructions to accrue amounts according to specific criteria, then pay these accrued amounts to one or more payment accounts.

You set up a separate accrual plan for every marketing program you want to track. You can also use accruals to manage your company's sales commissions. Accrual plans can apply to as narrow or as broad a range of sources as is necessary. You can define the items to which the accrual plan will apply, as well as instructions as to how accrual amounts will be calculated.

Before you can start to manage accruals, you must configure your accrual policies and values, initially to set up general accrual setup and periodically to create master data for accrual plans. When configuration tasks are complete, you can process accruals and accrual payments.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To	See
Get an overview of the principles and definitions that govern the accrual plan functionality in Microsoft Dynamics NAV.	About Accrual Plans
Set up the company's general accrual policies, as well as rules and values for individual accrual plans.	Configure Accrual Processes
Learn more about using accrual management in the vendor-processes	Accrual plans & purchases
Manage the accruals and their associated payments that are created according to the company's accrual plans.	Manage Accruals and Accrual Payments