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Traci Didonna Senior Product Manager/ Senior Product Architect

Traci Didonna

Joined: 9/6/2019

  • Trade Funds Must Support Accrual Types of Funds Based on Sales Accrual Rates

    Fri, 01 May 2020 14:43:50 GMT – Dynamics 365 Supply Chain Management – Needs Votes 

    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.

  • Trade Allowance Management feature needs to be updated to utilize the new Rebate Management Module for Billbacks

    Wed, 20 Apr 2022 17:23:46 GMT – Dynamics 365 Supply Chain Management – Rejected 

    Trade allowance management is a great module to use for trade promotion support. It supports off-invoice, billback and lump sum types of discounts. The billback discount in the backend uses the old rebate management functionality. MS has released a new Rebate Management module which provides more features and functions. The TAM module should be updated to allow our customers to take advance of the new rebate management features. Additionally, most customers in this space have requirements for some rebates that are part of trade promotions and some that are not. Having to use 2 completely different modules to support this requirement is extremely difficult.

  • Unified Pricing Management Needs to Support All Pricing Options including Trade Allowance Agreements

    Tue, 26 Nov 2024 15:43:06 GMT – Dynamics 365 Supply Chain Management – New 

    Trade allowance management helps companies manage sales promotion programs that offer "pay-for-performance" monetary rewards to customers that achieve volume and behavioral goals. The feature’s capabilities are designed for companies that focus on comprehensive promote-to-profit processes, from promotion fund budgeting and allocation, to allowance contract setup, to claims creation and processing, to payment processing, to promotion effectiveness analysis.


    Unified pricing management currently does not support / work with Trade Allowance management. In other words, Trade Allowance Management behind the scenes still uses legacy trade agreements for Off-invoice discounts and legacy rebates for Billback discounts. Trade allowance management could benefit from the price attribute capability of Unified pricing and the enhanced capability of the new Rebate Management module. Unfied pricing can benefite from the fund analysis and promotion effectiveness analysis that Trade Allowance Management supports.


    It is extremely difficult to explain to customers that these concepts do not play well together and are not "unified".