26. Delivery time: It is only used in the price commercial agreement and not in the discount. If the delivery time is defined in the price contract, it is used in the order form to set the delivery date according to the delivery time, or in order to define the requested shipping date and the requested receipt date according to the delivery time (only if this data does not already meet the delivery time or if the delivery schedule in the sales order is not set to ATP or CTP). The delivery time of the commercial agreement only applies if this commercial agreement is applied to the order. Go to the navigation pane > modules > sales and marketing > prices and discounts > trade agreements. Go to Sales and Marketing > Journals or Procurement and Sourcing > Journals, select Price/Discount Agreement Logs, and then select New. We will create a price adjustment journal: trade agreement reviews will be used to set discounts and prices. In this example, we saw the use of a log to set a price for a supplier group. Check out the next blog in the series to learn more about setting up discounts for a vendor group. Expected Result: The price sale contract is created and the item 1000 sale price is set at $15, which applies to all customers. This applies to the quantity up to 10 and valid between 17-05-2020 and 28-05-2021.

If line and multiline discounts are valid for the order, they are used in combination according to the parameters specified in the Accounts Receivable parameter. For more information, see the previous Trade Agreement (Pricing Agreement/Discount Agreement) blog in AX – Setup. Discount percentage 1: Empty (since this is a price agreement and not the discount agreement) 15. “From” and “To”: Add the quantity “From” and the quantity “To”, i.e. the tonnage range of the trade agreement. The commercial agreement becomes active for this tonnage range at the time of booking. The active trade agreement applies to sales orders if the purchase order item quantity is between the specified quantity range. Before we make a trade deal, let`s first discuss how the system evaluates trade agreements.

When Dynamics 365 Finance and Operations evaluates trade agreements, it tries to find the most specific prices that fall within the validity dates. What I mean by “most specific” pricing is that the system checks the “party type code” as well as the “product code type” to determine if there is a valid price specific to that customer or vendor for the specific product selected in the sales order or purchase order line. Then, when it can`t find the most specific combinations, it looks for the next level, which are the price groups, and finally, if it can`t find a price at the group level, it looks for prices that can apply to all suppliers or customers. Expected Result: The multi-line discount sales contract is created and the discount amount is set at $4 for all items that are part of the “01” item discount group selected in the agreement and that apply to the “US-001” customer. Two discount percentages are also set. The discount percentage 1 is set at 3% and the discount percentage 2 at 4%. It applies to quantities between 50 and 99 and is valid from 17-05-2020 to 16-05-2021. This allows you to create, validate, publish, and view business agreements in D365 F&O. Business agreements in Dynamics AX 2012 allow you to set prices and discounts for products, suppliers, and customers.

(Or groups of products, suppliers, and customers). Trade agreements can be concluded in different ways and with different outcomes. In this article, I will start with a basic function: set the price of a product according to the customer and according to a group of customers. Trade agreements are managed by creating reviews of price/discount agreements. 20. Price unit: This is the number of item units to which the unit price (currency amount) applies. By default, it is set to 1. If the price unit is changed to 10, the price set in the currency applies to 10 item units. It only applies to price trade agreements You may have noticed that there is a delivery time field on the trade agreement. This can be used to set the order fulfillment time or the delivery time of the sales order.

For sales orders, this depends on the delivery date control set for the item. When a commercial agreement is applied to the order, the delivery time is also evaluated and applied to the delivery date (order) or the requested shipping date (sales order). If you use the Timeout field, you must deselect the Ignore Execution Time field. If you don`t use the deadline for the trade deal, you should leave it selected so that the system doesn`t think there`s a zero delay. .