Public Profile
  • Lump Sum Merchandising Events in TAM Require Accruals

    In Trade Allowance Management, a Trade Allowance (Trade Promotion) can include a lump sum activity where we agree to pay our customer a sum of money for doing something for us, such as advertising our product on their website.  Legally, for tax purposes, a business must be able to accrue this expense.  We assume a liability for this expense as soon as the First performance date is hit.  So we owe the money and therefore we need to assume the liability even though we have not paid it yet.  Ideally, similar to how Rebate Program Ids allow us to setup flexible expense and accrual accounts, lump sum promotions desperately needs the same capability for accruals.  One accrual account is not enough - need to support the option for varying accrual accounts for different promotion programs.  Lack of this capability prevents a wider uptake of this feature or requires customers to customize it in this way due to the fact that this is missing core functionality.

  • Lump Sum Merchandising Events in TAM Require Flexible Expense Accounts

    In Trade Allowance Management, a Trade Allowance (Trade Promotion) can include a lump sum activity where we agree to pay our customer a sum of money for doing something for us, such as advertising our product on their website.  Currently, this functionality is greatly limited by the fact that I can only set up 1 expense account for all trade allowances that include a lump sum, regardless of item, customer, date range or promotion.  This Expense account is set up on the Trade allowance management parameters.  Businesses require the ability to vary that Expense account for different trade allowances/lump sum promotions.  Ideally, similar to how Rebate Program Ids allow us to setup flexible expense and accrual accounts, lump sum promotions desperately needs the same capability.  Lack of this core capability often steers businesses away from using AX/D365 for this functionality or requires this customization for every implementation.