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Many manufacturers that offer trade promotions to their customers base the budget off of sales accruals. So instead of the trade funds being set up with manual allocation of funding down through the customer hierarchy to the individual customer (like it is today), they need to be able to base the budget on the trade fund on actual sales accruals for that customer. So in Trade Allowance Management, on the trade fund, we need the ability to denote that it is an Accrual type of Trade Fund and then enter in accrual rates by customer/product. Then we need an accrual mechanism that would increase the trade fund budget as that customer buys more. The more the customer buys in a given period, the larger their trade fund budget is to support additional trade promotion marketing activity. This is a CRITICAL requirement for most customers that offer trade promotions to their customers.
STATUS DETAILS
Needs Votes
Ideas Administrator

We appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback and prioritize it accordingly in our backlog.

Dasani Madipalli - Program Manager - Microsoft Dynamics for SCM

Comments

T

As part of the presales team at Alithya, we have many prospects and customers asking for this functionality. This seems especially important to CPG, Food & Beverage customers. Most customers prefer to handle these trade promotions within the core ERP as sales activity drive most of the the accruals, so using an ISV is a turn off to most customers.

Category: Sales and marketing

T

This has been a hot requirement for multiple prospects that we are demoing to. It has caused us to suggest other ISV's to cover this requirement. We would prefer to have the functionality inside of D365 instead of another software ISV.

Category: Sales and marketing