Trade Agreements In Microsoft Dynamics Ax 2012

7. Multiple lines may be recorded in a single business journal. The relational field allows the user to specify the type of business agreement to be established. A single journal can contain several types of agreements, including purchase and sale contracts. The account code and the article code define the customer or supplier relationship and article. With the new year coming and going, it may be time for your company to review pricing agreements and update existing agreements or create new ones in your AX system. Updating the mass price data sets is a two-step process and is covered in your trade agreement form. We will use criteria to pull existing agreements into a price log to update them. 10. Once trade agreements have been concluded, they can be used for customer orders or orders. Another feature of customer price groups is that it allows you to print a “price list”.

The price list includes all commercial agreements that are awarded to the selected customer group. This can be initiated via the Submit button in the Price/Discount Group form. How are trade agreements entered into a customer account file? Which screen are you going to and what are the specific steps? Overall, these two are very similar in their mechanics, as they allow you to establish discounts based on buying behavior, but there are two main differences between sales contracts and business agreements. Trade agreements are more flexible when discounts apply to a large number of purchase situations, while a sales contract is customer-specific and representative of a purchase obligation. The options are either the table (a particular customer/supplier/item), or the group (one of the customer/supplier/item groups created) or all customers/suppliers/items. In the From and Bis box, the user can indicate the quantity to which the agreement applies. And in the section below the grid, discounts, date ranges and passage times can be added to each line of the log. 9.

Once the trade agreements have been concluded, they will be displayed under the group form under the “Trade Agreement” button. In the Journal, you can view existing agreements, edit them or mail them back. After the post, the entries can be displayed in the group form under the Trade Agreement button by selecting the types of agreement to display.