Trade Agreements D365Fo

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)”. To conclude, D365FO looks for the best price based on prices with the “Continue Search” option and accumulates all discounts. Without D365FO, apply the priority of the best business log lines and select the first one that will be created in case of conflict between two lines at the same level. It is very instructive. This comes at the right time when we are working on setting up business agreements for a client. We will play with the “Continue searching” option to make it work. Thank you! Once trade agreements have been concluded, they must be validated in order to know if all mandatory fields are correctly established and if no business logic is violated.

To facilitate validation, there are different options such as 9. Once trade agreements are entered, they appear under the group form under the Trade Agreement button. 17. Currency & Amount in Currency: This is the currency in which trade agreements are established. Once the currency is selected in the trade agreement row, we can add the corresponding amount in the amount field in the currency line. When orders are created in this currency and prices or discounts are requested by orders, this “currency” is also used as a parameter for searching for active trade agreements. Once active trade agreements have been found, the amount (amount in currency) automatically applies to orders. For the price agreement, this is the selling or buying price of the item. In the case of a discount agreement, this is the amount of the discount of the item or different groups of discounts 15. “From” & “Bis”: Add the quantity “From” and the quantity “Bis”, i.e.

the quantity range for 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. Once the validation is successful, you can publish the Journal in order to make the price and discounts active in the trade agreement. Once it is active, it can be searched for valid prices and discounts for orders. Click “OK” to publish the log. You can also configure a stack for this. Select the table in the Part Code column to enable item selection in the Item Relationship column. Select a product for the trade agreement. 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. In principle, I thought that if the “Continue searching” option was enabled, D365FO would cumulate trade agreement lines if several are eligible. 7. Click on rows – > Journalzeilen form is open to add trade agreement lines with the necessary information.

5. When you click the New button, the new line is created to request the name of the newspaper, which is mandatory (which is why it is important to create newspaper names beforehand when creating a business agreement. Multiple log names can be created for different purposes, for example. B price agreement journal, discount agreement journal, price adjustment journal, RFQ price and discount journal, etc. . .

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