Merge branch 'master' of https://github.com/MicrosoftLearning/MB-330-…

…Microsoft-Dynamics-365-Supply-Chain-Management

Instructions/Labs/Instructions/Labs/Case Study2B EX 4.md

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+---
+lab:
+    title: 'Case study 2B Sales and marketing: Customer rebates'
+    module: 'Module 3: Implement and manage supply chain processes '
+---
+Case study 2B Sales and marketing
+=================================
+
+Objectives
+----------
+
+- *Generate rebates and process rebate claims for payment.*
+
+Exercise \#1 Generate and process customer rebates
+----------------------------------------------
+
+*Objective: Generate rebates and process rebate claims for payment.*
+----------------------------------------------
+Sales manager build better relationships with customers and encourage them to be
+loyal to the company\`s products and services by offering them rebates based on
+the order volumes or quantities.
+
+Customers can receive balance deductions, trade spending, invoices deductions,
+or get paid directly.
+
+The sales manager you are working with asked you to show how this works using
+existing rebates for item T0020 and process a claim.
+
+You will have to do the following:
+
+- Generate and process customer rebates.
+
+- Generate rebate claims.
+
+- Process rebate claims.
+
+- Process rebates for payment.
+
+### Generate and process customer rebates
+
+1. In **USMF** navigate to the **Accounts Receivable** \> **Setup** \> **Accounts
+    receivable parameters** page, select the **Prices** tab and expand the
+    **Price details** tab, and check that the **Enable price** details option is
+    set to **Yes**.
+
+2. Navigate to the **Sales and marketing** \> **Customer rebates** \> **Rebate agreements**
+    page and select the **customer rebate agreement**: **USMF-000001**.
+
+3. If the Workflow approval status field is not set to **Approved**, you need
+    to select **Validation** on the Action pane to approve it.
+
+4. Review a customer rebate agreement
+
+    - The agreement is for an individual customer, in this example customer
+    **US-009**.
+
+    - Rebates are given to the customer when they purchase a specific product. In
+    this case, the product has item number **T0020**.
+
+    - The customer's sales performance, against which the rebate amounts are
+    estimated, is to be accumulated on a weekly basis.  
+
+      - The setting for **Price taken from** is **Gross**, which means that
+        line's sales amount on which basis the claim is estimated is not reduced
+        by the line discount.
+
+      - The **Rebate line break type** field shows the method for calculating
+        rebates. In this case, the sales target against which the rebates are to
+        be estimated is set to Quantity.
+
+      - The agreement's lines specify the rebate amount type, the actual rebate
+        value, and the thresholds. In this example, the customer will qualify
+        for a rebate of 20 USD per unit sold, if their weekly purchases of the
+        product fall within 1 to 50 units; and a rebate of 40 USD per unit sold,
+        if they purchase above 50 units.
+
+### Generate rebate claims
+
+1. Navigate to **Sales and marketing \> Sales orders \> All sales orders**.
+
+2. Select **New**.
+
+3. In the **Customer account** field, enter or select **US-009**.
+
+4. Select **OK**.
+
+5. In the **Item number** field, enter or select **T0020**.
+
+6. Set **Quantity** to **40**.
+
+7. Select **Sales order line**.
+
+8. Select **Price details**.
+
+9. Expand the **Rebates** section. The Rebates tab lists all the rebate
+    agreements that are applicable to the current order line and shows the
+    estimated rebate amount. Note that the displayed amounts are only
+    indications of what future rebate claims may be. The actual rebate amounts
+    may be different depending on: the total sales volume achieved by the
+    customer under a periodic rebate agreement; whether the customer had
+    returned all or partial quantities; and whether the applicable sales order
+    was invoiced.  
+
+10. Close the page.
+
+11. Select **Save**.
+
+12. On the Action Pane, select **Invoice**.
+
+13. Select **Invoice \> Generate \> Invoice**.
+
+14. Expand the **Parameters** section.
+
+15. In the **Quantity** field, select **All**.
+
+16. Select **OK**.
+
+17. Select **OK**.
+
+18. Close all pages.
+
+### Process rebate claims
+
+The Rebates page acts a workbench in which you can review, approve, and process
+rebate claims. You’ll now process the claims that were created as a result of
+invoicing a sales order for customer US-009, who is the subject of the rebate
+agreement USMF-000001.
+
+The line represents a rebate claim for 800 USD, which is based on the sales of
+40 units of product T0020, calculated at 20 USD per unit. This matches the
+conditions of the first quantity break in the rebate agreement.
+
+The claim is in the **To be calculated** state. This means that it is associated
+with an agreement that tracks the customer's sales performance on periodic basis
+and it must be re-calculated to account for the total sales volume within the
+respective period.  
+
+1. Navigate to **Sales and marketing \> Customer rebates \> Rebates**.
+
+2. Select **Cumulate**.
+
+3. In the **Customer** field, enter or select **US**-**009**.
+
+4. In the **Start date** field, select today's date.
+
+5. Select **OK**.
+
+6. Select **Approve**.
+
+7. Select **Process**.
+
+8. In the **Customer** field, enter or select **US-009**.
+
+9. Select **OK**.
+
+If you get a message that it cannot create a record in Ledger journal table, it
+is because the demo data is out of sync; perform these steps:
+
+1. Select **Close**.
+
+2. Reset the number sequence:
+
+    1. Navigate to **General Ledger \> Ledger setup \> General ledger
+        parameters**.
+
+    2. Select **Number sequences** tab.
+
+    3. Select the hyperlink for **Number sequence code** field for Journal batch
+        number.
+
+    4. In the **General** FastTab, change the Next number higher.
+
+    5. Set **Continuous** to **No**.
+
+    6. Select **Yes**.
+
+3. Navigate to **Sales and marketing \> Customer rebates \> Rebates**.
+
+4. Resume with step 7 of Process rebate claims.
+
+A message shows that the rebate was processed successfully, and the status of
+the claims has been changed to Mark. This means that as a result of a Rebate
+accrual journal being posted:  
+
+- the claims have now been transferred to the temporary customer balance as
+    deductions;  
+
+- the Rebate accrual account has been credited to represent the future
+    liability towards the customer; and  
+
+- the Rebate expense account has been debited, in recognition of the cost
+    incurred in connection with the sales.
+
+### Process rebates for payment
+
+The Rebate page lists the rebate claims that you have processed in the customer
+rebate workbench and that are in status **Mark**. When you create a credit note,
+a message appears to inform you that a journal has been posted.
+
+This is the Accounts receivable consumption journal, as specified in the
+Accounts receivable parameters page. This causes the real liability (credit)
+amount to be moved to the customer balance. This means that the customer’s
+account has been credited, and the Rebate accrual account has been debited.  
+
+1. Navigate to **Accounts receivable\>Customers\>All customers**.
+
+2. In the list, find and select **US-009**.
+
+3. On the Action Pane, select **Collect**.
+
+4. Select **Settle \> Settle transactions**.
+
+5. Select **Functions**.
+
+6. Select **Rebate program**.  
+
+7. Select **Edit**. Set checkmarks in the **Mark** field for the claims that you
+    want to include into credit note.
+
+8. Select **Functions**.
+
+9. Select **Create credit note**.  
+
+10. Close the page.
+
+11. Select **Cancel**. This refreshes the page so that you can see the updates.
+
+12. On the Action Pane, select **Collect**.
+
+13. Select **Settle transactions**. Note that a transaction for negative amount,
+    representing the total rebate amount, without invoice reference has been
+    added to the customer balance.  
+
+14. Select **Cancel**.
+
+15. Close all pages.

Instructions/Labs/Instructions/Labs/Case Study2B Ex 3.md

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+---
+lab:
+    title: 'Case study 2B Sales and marketing: Customer trade agreements'
+    module: 'Module 3: Implement and manage supply chain processes '
+---
+Case study 2B Sales and marketing
+=================================
+
+Objectives
+----------
+
+- *Create a customer trade agreement for specific customers, a specific item
+    and for a certain date range.*
+
+Exercise \#1 Create a customer trade agreement
+----------------------------------------------
+
+*Objective: Create a customer trade agreement for specific customers, a specific
+item and for a certain date range.*
+
+The sales managers always try to standardize the sales price list and discounts
+(trade agreements) for products. Sometimes they create special price lists and
+discounts for special customers.
+
+The sales manager you are working with decided to create sales price trade
+agreement for item A0001 for all retail customers accounts and to set that price
+at \$20. she also want to add a validity date for that price.
+
+In order to record this sales price in the system she will use the trade
+agreement journal, so that whenever a sales order is created for item A0001 and
+the customer is from the retail accounts group, the price will default to \$20.
+
+**What would you do to guide her thru this entry?**
+
+### Create a trade agreement named “Sales price adjustment
+
+1. Go to **Sales and marketing**, then to **Prices and discounts**, and then to
+    **Trade agreement journals**.
+
+2. Select **New**.
+
+3. Name: Select **S_Price**, **Sales price adjustment**.
+
+4. Select the **Lines** button to open the journal.
+
+5. Relation: Select **Price (sales)**.
+
+6. Account code or Party code type: Select **Group**.
+
+7. Account selection: Select **03**, **Retail accounts**.
+
+8. Item code or Product code type: Select **Table**.
+
+9. Item Relation: Select **A0001, HDMI 6' Cables**.
+
+10. From: Enter **1**.
+
+11. Amount in currency: Enter **20.00**.
+
+12. Change to the **Details** tab.
+
+13. From date: Select **February 15, 2017**.  
+
+14. Lead time: Enter **2**.
+
+15. Select **Validate** \> **Validate all lines**.
+
+16. Select **OK**.
+
+17. After successful validation, **post** the journal
+
+18. Close all pages
+