Trade agreements

Last post 08-13-2008 10:47 PM by Sahar Saqeb. 2 replies.
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  • 08-11-2008 7:03 PM

    Trade agreements

    Does anyone know of any good white papers that have been written (apart from the microsoft manuals) on trade agreements, and how these are used and set up in AX v4.0?

     

    I have read the manual on trade agreements - however am finding it difficult to understand how these are set up. There seems to be more than one way for each method.

    *Price discounts

    *Line Discounts

    *Multi line discounts

    *Total Discounts

    The fact that there are so many methods in creating these is confusing me. Can someone help point me in the right direction for a better manual please? or better still inform me in the standard practice for trade agreements and how these can be set up in the easiest way possible?

    Ta

    Sahar

  • 08-13-2008 2:28 PM In reply to

    Re: Trade agreements

    Hello Sahar,

    Let me try to give you an overview.

    Price discounts - not actually discounts. You can specify a price but not a discount (neither a percentage discount, nor an amount discount). Use Price agreemens to enter any prices you may have on price lists for individual customers, groups of customers or all customers. You can set up different prices depending on quantity ordered as well. DAX puts the price from this type of agreement into the Unit price field on the Sales order. This is the starting point for calculating the final price for the customer.

    Line discounts - here you specify discounts as percentage or as an amount. The discount is applied to the Unit price, i.e. the price from the Price agreement above. You can also set up different discounts depending on quantity ordered. With this type of trade agreement DAX only takes into account the quantity ordered on a single sales order line. Example - I sell Coke, Sprite and Fanta and I want to give my customer a 10% discount if they buy 3 bottles of one product(I give athe discount when they buy 3 bottles of Sprite or 3 bottles of Fanta but I won't give the discount when they buy  2 bottles of Sprite and 1 Fanta).

    Multi line discount - similar to Line discounts. The difference is DAX takes into account all eligible lines from the ame sales order. So you can set up discounts for quantity based on the total ordered quantity of several items - you cannot do that with the Line discounts. Example - I sell Coke, Sprite and Fanta and I want to give my customer a 10% discount if they buy 3 bottles (I don't care if they buy 2 bottles of Sprite and 1 Fanta or 3 bottles of Sprite only, I still give them the discount).

    You can combine Line and Multiline discounts - look at the Discount setting in Account receivable -> Setup -. Parameters -> Prices tab.

    Total discount - use it to specify one discount for the whole sales order. It is applied to the total amount of the sales order. Use it when you want to give a discount depending on the amount of the sales order and not on the quantity of items ordered. Line and Multiline discount take into account the quantity, Total discounts take into account the amount (the criteria for applying a discount). Another important difference is that with Line and Multiline discounts you can callculate the margin for each sales order line. The total discount can be used to calculate the margin on the sales order header only, it cannnot be broken down into the lines.

    Pay attention to currency issues as well. Trade agreements are always tied to a certain currency. So if you set up a trade agreement in USD for a customer usually placing orders in USD you will get a problem if the customer tries to place a sales order in EUR - they will not get the price/discount from the trade agreement.

    Good luck, 

    George

     

     

  • 08-13-2008 10:47 PM In reply to

    Re: Trade agreements

    Hi George

     Thanks for the overview. I appreciate the time to explain the different trade agreements.

     My only concern here is that the microsoft manual doesnt go into detail in explaining how the trade agreements work - and setting them up for different scenarios. Would you know of a manual or white paper that has been written purely to explain how trade agreements work in more detail?

     I understand how the different types of trade agreements work in terms of high level definitions but not sure how they can be implemented in AX.

     

    Your help greatly apprecaited

     Regards

    Sahar

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