What's new - iDynamics Rebates

Version 1.4

Custom Number Series. Configuration of number series codes for rebate settlement documents for both customers and vendors, ensuring traceability and visibility in documents before and after posting.
Regeneration of direct rebates. During the update of sales statistics, we can recreate direct rebate entries and even ignore existing ones to generate pending entries.
Generate rebates grouping by dimensions. Configuration of dimensions to group when generating customer rebates from direct rebates, allowing the exact dimensions to be carried over to the settlement document.
Interface improvements.

Published: May 2nd, 2025

Define rates for the automatic generation of direct rebates and accruals when posting a sales document.
Generate rebate entries based on direct rebate entries for subsequent settlement.
Configure settlement groups to simplify the management of settlement methods, accounts and dimensions.
Assign settlement group codes to customer targets or rebate rates for greater flexibility and control.
Significant improvements in rebate configuration and settlement functionality, optimizing financial processes.

Published: Mar 26th, 2025

Generate purchase rebates from the period, including all your vendor targets.
Settle vendor rebate through purchase credit memos.
Be able to settle sales rebates via purchase invoices.
Define advanced filters in rebate setup for customer/vendor targets.
Set up the settlement account at customer/vendor targets.
Set up the settlement method at customer target. The order of priority from lowest to highest will be: iDynamics Rebates configuration for sales, customer target, customer card.

Published: Sept 26th, 2024

Make accruals for sales rebates with a defined cut-off date and/or percentage.
Generate sales rebates from the period, including all your customer targets.
Print rebate reports from the period, including all your customer/vendor targets.
Cancel an accrual when a rebate transaction is cancelled. A journal entry is made to release the amount in accounting and an accrual transaction is created to cancel the initial one.
To be able to cancel accruals manually from the list.
We have published iDynamics Purchase Rebates: Define purchase rebate periods and targets for vendors.
Set benefits (gifts, discounts) based on the achieved level of the vendors's rebate.
Purchases/Rebates report per vendors, showing the profit or amount for the rebate target reached.

Published: Jun 21th/st, 2024

Ability to copy periods and targets to create new ones more quickly.
New field for outstanding settlement amount in rebate entries.
Ability to attach files to a target.
Accruals up to the work date. Currently, we can make partial accruals by changing the work date; in the next version, we will have a specific field.
Ability to apply coupons to sales documents up to their entirety.
Automatically update coupon lines when data in the sales document header or its lines is changed.
Archive expired coupons through a job queue entry. The button that activates it is in the rebate settings.
Automatically archive coupons when registering a document.
Ability to restore archived coupons.
New amount fields in the coupon.
Coupon report with QR in Word.

Published: Jul 9th, 2024

Define periods and set customer targets.
Customer/Purchases report showing which rebate level each customer has achieved based on what they have currently purchased.
Give benefits (gifts, discounts) based on the rebate level achieved.
Settle rebates using credit memos, checks, or coupons.
Define and give coupons that can be applied as discounts to sales documents (can be generated but not applied, yet).
Group customers by rebate group and set different payment methods depending on the customer.
Extends iDynamics Commissions and uses item/resource/account groups already defined in that app.
Pause, cancel and edit rebates generated by the app.
Get sales stats by customer.

Published: Jul 1st, 2023