iDynamics Rebates

Sales and purchase incentives are essential tools for building stronger business relationships and increasing both customer loyalty and collaboration with vendors. These incentives not only increase sales volume, but also build stronger and longer term relationships between vendors and customers.

iDynamics Rebates allows you to manage customer and vendor rebates through rebate reates or target-based periods, automate accruals, apply various settlement methods, group rebates by dimensions, assign additional benefits, access detailed reports, and ensure full traceability with customizable number series. If you haven't tried it yet, you can install it from AppSource at no cost, with all its features enabled for any demo company.

In this manual, you will find information to help you set up and use iDynamics Rebates in your company. If you have questions about getting started, we recommend visiting the most common example scenarios. And if you are a partner or a customer who needs to extend the functionality included in the product, you will soon find important information in the Developers section.

Table of Contents

Title	Description
Sales Rebates
First Steps	Get a global view of iDynamics Rebates for sales and learn its fundamentals.
Direct Rebates	How to set the criteria for automatic generation of direct rebates when posting a sales document. This option allows you to create vendor rebates.
Rebate Targets	Set up customer targets to trigger rebates and accruals.
Rebate Entries	Understand the rebate entries that are generated.
Settling Rebates	Configure and settle both rebate and accrual entries.
Coupons	Configure, generate, and apply discount coupons.
Reports	Learn about the new reports provided by iDynamics Rebates on sales rebates and coupons.
Purchase Rebates
First Steps	Get a global view of iDynamics Rebates for purchases and learn its fundamentals.
Direct Rebates	How to set the criteria for automatic generation of direct rebates when posting a purchase document.
Rebate Targets	Set up vendor targets to trigger rebates.
Rebate Entries	Understand the rebate entries that are generated.
Settling Rebates	Configure and settle both rebate and accrual entries.
Reports	Learn about the new reports provided by iDynamics Rebates on purchase rebates.
Example scenarios	A guide of the application based on the most common rebate management scenarios.
Changelog	What's new in the last version of the app.
Licensing	How to activate a trial period and how to subscribe to the full version.
Support	Support and contact information.