Where trade agreements are established and reserved, data on trade agreements are included in the following tables in the AOT. These are very useful for adapting or solving the technical problems that arise in the agreements. This procedure shows you how to create a business agreement in which you record a new product selling price that you have agreed with a particular customer. You can perform this procedure in the USMF demo data company or on your own data. If you use your own data, before starting this manual, you should make sure that there is a log name for business agreements in which the default relationship is set to “Price (revenue)”. 7. Click on rows – > Journalzeilen form is open to add trade agreement lines with the necessary information. Details on how published journals are processed and other important features of trade agreements can be found in the next blog post. 22. Discount Percentage 1 and Discount Percentage 2: It is to set the line discount, multi-line discount and/or total discount percentage in the trade agreement for different sales or purchase transactions. We can either set the discount amount in the currency amount field, or the percentage discount in the fields, or we can set both in the trade agreement.
If this happens, the amount of the discount will be applied first to the order, if indicated. Then, the discount rate 1 is applied to the balance (after deduction of the account amount). the percentage reduction 2 is applied to the balance (after deduction of the discount percentage 1). This is nothing but discount on the discount. Once the setups are completed in the system, we are good at concluding commercial agreements. Trade agreements can be established from the following route in the system: 4) trade agreements can be established in any of the group forms mentioned above. The Trade Agreement button allows you to create trade agreements for any type of relationship. 15. “From” & “Bis”: add the quantity “From” and the quantity of “bis”, i.e.
the quantity of the trade agreement. For this volume area, the commercial agreement is active at the time of booking. The active trade agreement applies to sales/orders when the order line quantity is between the specified quantity range. 9. Once the trade agreements have been concluded, they will be displayed under the group form under the “Trade Agreement” button. 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. Previous article: Trade agreement (price/discount agreement) in Dynamics 365 for Finance and Operations – Configuration 16. Unit (volume unit): it is either a purchase unit or a sales unit and can be automatically transported from the item information form to the positions of the commercial contract when selecting the item. This unit can be replaced before booking a business agreement. When a commercial contract is established for a given entity and the same unit is used in the order, the value of that commercial agreement is returned when prices or discounts are requested on the order. This “unit” is also used as a parameter for searching for active trade agreements. (See previous article Trade agreements (price/discount agreement) in AX – Setting up to find out how active trade agreements are sought) 8. . . .