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Sales quotation is not taking trade agreement sales price

Posted on by 2,720

Hi,

When I create a sales quotation line, which has another currency selected, the line does not take the sales price info from trade agreements, what is the parameter that enables this? 

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  • Suggested answer
    RE: Sales quotation is not taking trade agreement sales price

    Hi, ultimately I found that the 'From date' and 'To date' criteria in the Trade Agreement Journal Lines relate to the Sales/Purchase order entry date (so not to the Shipping/Receiving date of the order). Perhaps you are testing a certain scenario as was I? I changed the dates to today, then entered my test sales order, and then it all worked.

  • fgil12 Profile Picture
    fgil12 2,720 on at
    RE: Sales quotation is not taking trade agreement sales price

    Guy, Daxer, Steven,

    I tried the same escenario in a different environment and everything worked fine, so it seems the problem was the database itself that was corrupted. Thanks a lot for tyour help!

  • Daxer Persson Profile Picture
    Daxer Persson 3,005 on at
    RE: Sales quotation is not taking trade agreement sales price

    I understand that you don't want the price from released product details. Just asked you to confirm with a price there that AX didn't find a trade agreement at all on the quotation.

    As Guy indicates, you should get same issue on sales order as on sales quotation with same data setup.

  • Weaveriski Profile Picture
    Weaveriski 23,614 on at
    RE: Sales quotation is not taking trade agreement sales price

    Could you post a screen shot of the TA related to the item and the quote line?

  • GuyUK Profile Picture
    GuyUK 28,341 on at
    RE: Sales quotation is not taking trade agreement sales price

    Hi fgil12,

    I just tested it in the R3 CU8 demo environment, and it works (see below). Does it work for you on sales orders?

    -----------

    At A/R Parameters -> Prices, I have Generic Currency set to USD, and an exchange rate type defined. This exchange rate type has a exchange rate defined for USD to MXN.

    I find an item with no Sales price trade agreements. I create a trade agreement sales price for this item for All customers with the currency USD and 'Include generic currency' ticked.

    I create a customer who has the currency MXN, and add this item to a sales order for that customer. The price that comes through on the line is the USD price converted into MXN using the current exchange rate.

    I create a quotation for this customer. The price that comes through on the line is correctly converted to MXN.

    I create a new prospect with the currency MXN. I create a quotation for this prospect. The price that comes through on the line is correctly converted to MXN.

  • fgil12 Profile Picture
    fgil12 2,720 on at
    RE: Sales quotation is not taking trade agreement sales price

    Hi Daxer,

    I've cehcked through your suggestions, but stil no results. Unit is correct, trade agreement is set for all sites/warehouses, prices are active for customers. Base sales price value in Released product details is 0.00, which is irrelevant for the quotation should use trade agreement's sales price.

  • Verified answer
    Daxer Persson Profile Picture
    Daxer Persson 3,005 on at
    RE: Sales quotation is not taking trade agreement sales price

    Picking the trade agreement price on sales qoutation line also involves/can involve e.g. same unit used, same site/warehouse and having activated pricing on the customer level used for the trade agreement.

    Do you have a sales price on the item master being picked ?

  • fgil12 Profile Picture
    fgil12 2,720 on at
    RE: Sales quotation is not taking trade agreement sales price

    Hi Guy,

    Yes, I tried both options, yet I can't get the results I'm expecting =S. As far as I know, these are all the parameters involved when using generic currency, so I don't get why I still have trouble

  • Verified answer
    GuyUK Profile Picture
    GuyUK 28,341 on at
    RE: Sales quotation is not taking trade agreement sales price

    Hi fgil12,

    I think you would either need to:

    Create a trade agreement line in the currency of the quotation, or

    Tick 'Include generic currency' on the existing trade agreement line (assuming the existing trade agreement line is in the currency that you have set up as the 'Generic Currency').

    There is a tiny bit of info. about Generic Currency here:

    technet.microsoft.com/.../aa553463.aspx

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