Create a new trade agreement

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This procedure shows you how to create a trade agreement where you register a new product sales price that you've agreed with a specific customer. You can run this procedure in demo data company USMF or on your own data. If you're using your own data, before you start this guide, you must make sure that a trade agreement journal name exists where the Default relation is set to Price (sales).

Create and post a new trade agreement journal

  1. Go to Sales and marketing > Prices and discounts > Trade agreement journals.
  2. Select New.
  3. In the Name field, select the drop-down button to open the lookup.
  4. In the list, find and select the desired record.
  5. On Action Pane, select Lines.
  6. In the Party code type field, select Table. In this example, you're updating the price for a specific customer, which means you must choose Table. If you were updating the product's list price, you would select All, so that the new price is valid for all customers. If you were differentiating prices among different customer segments, then you would select Group. To select Group, you must have set up customer price groups.
  7. In the Account selection field, select the drop-down button to open the lookup.
  8. In the list, find and select the desired record.
  9. In the Product code type field, select Table. When you're entering a trade agreement of type Price (sales), you must select Table in the Product code type field. This is because a price is an absolute value and can't be the same for all products or a group of products.
  10. In the Item relation field, select the drop-down button to open the lookup.
  11. In the list, select the product you want to include in the agreement. Make a note of which product you've selected.
  12. In the From field, enter a minimum quantity.
    • If the customer has to order a minimum quantity before they can qualify for the new price, then you need to specify that quantity here.
    • Enter a value in the To field to specify the maximum quantity above which the agreement's price won't be valid. If you offer prices and discounts based on multiple quantity breaks, then specify each quantity bracket as a pair of minimum and maximum quantity in the From and To fields respectively.
  13. In the Amount in currency field, enter a price.
  14. Under the Details section, in the From date field, enter a date from which this agreement will be valid.
  15. Select Save.
  16. Select Validate.
  17. Select Validate selected lines.
  18. Select OK.
  19. Select Post.
  20. Select OK.

View trade agreements for a product

  1. Go to Product information management > Products > Released products.
  2. In the list, find and select the product whose price you have just updated.
  3. On the Action Pane, select Sell.
  4. Select View trade agreements. Review the details of the price trade agreement you have just created.
  5. Close the page.

White paper

For more information, download the following white paper (written to support AX2012, but still applies for Dynamics 365 Supply Chain Management).

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