web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Trade Agreement Price ...
Microsoft Dynamics AX (Archived)

Trade Agreement Price Issue

(0) ShareShare
ReportReport
Posted on by Community Member

Hello everyone,

There is customer price/discount group form available in Sales and marketing module. We can create different trade agreements in this form. For one particular product there can be different trade agreements. Now my doubts are:

1. If I give many lines for same product which price it should take while creating sales order? (It should take latest price available for particular product)--> Please correct if I am wrong.

2. When I am trying to generate sales order after changing price for particular product it is not taking latest price but it taking old value.

3.But when I am posting trade agreement with lower price than all previous price it is giving me latest price. (Strange but true)
Someone pls confirm it is correct behavior. I don't have much knowledge regarding functionality.
(D365 version)

Regards,
Smit Patel

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Basheer17 Profile Picture
    Basheer17 2,720 on at

    Hi Smit Patel,

    Yes this behaviour is expected, if we post a trade agreement with Find next field set as Yes from Details tab it will always try to pick the best price agreement(with lower price).

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    1. AX searches for Trade agreement lines in a special way. First, it looks if the customer has a price for that item, then (if the customer has a price group) it looks if that customer price group has a price for the item. Finally, it looks if there is an All customer price for the item.

    Around this, there are some other rules.

    • It only looks for prices which are active in the 'Activate price/discounts' form.

    More on these two topics here: technet.microsoft.com/.../aa575310.aspx

    • The inventory dimensions of the order line must match the trade agreement line (controlled by the setting 'For sales prices' on the dimension group setup form)

    technet.microsoft.com/.../hh209317.aspx

    • The currency of the order must match the currency on the trade agreement line.
    • The quantity on the order must be between the From and To quantity on the trade agreement line (I can't remember if the unit is important too, or if AX converts the price appropriately).
    • The date of the sales order must fall between the From and To date of the Trade agreement line (and the A/R parameter 'Date type' is important for this).

    If you're not using quantity breaks, or the dates are blank, then these rules don't apply.

    At some point, though, could find multiple records that apply (e.g. if you have two 'All' customer prices for an item, with no quantity breaks or Dates set). In this case, AX will find the 'first' one it comes to. This could be the one that was created first. And then it looks at the 'Find next' tick box. If it is not ticked, it uses that price. If it is ticked, it keeps looking. If the next record has a lower price, it will use that one. And if that record has 'Find next' ticked, it will keep looking....

    2. If you have multiple records which could apply, but the newer one's should apply in preference to the older one's, you need to set a 'To' date on the older records so that they expire.

    3. Because 'Find next' will always allow AX to find the lowest price.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans