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We are just the process of implementing D365 fin &Ops, we need a way to get alerted when Trade agreements are expiring.
The only screen i can see active trade agreements are under Price and discount management workspace > an hyperlink with active agreements but i cant filter that page down for the due date
Hi Ayodeji,
Your initial question was about expiring trade agreements. Now you are asking about active trade agreements. For this last question, you can read my blog: No-code: View only active trade agreements in Dynamics 365 Finance and Operations - Dynamicspedia
Hi Andre,
I just want to apply filter on the active trade agreements based using the trade agreement journal,
I don't know why that filter wont work, How can i make this advanced filter work?
Hi Ayodeji.
Did you Submitted your reply too early? It looks like the message cut off. Can you review if your reply was complete?
Thanks for your feedback
That particular screen shows all lines for all the trade agreement in that legal entity,
I cant figure out the lines for each trade agreement cos it contains price, sales, discount agreement
I need to be able to choose the particular journal number to view that particular trade agreement then the lines under it.
Then if I want to change the end date, i can for those lines cos the screen has been filtered down,
But in the image below, I cant do that
Hi Ayodeji,
Why are you trying to link the lines to get a specific trade agreement where there is already an end date on the trade agreements?
Hi Andre Arnaud de Calavon and Komi Siabi ,
The date was a bad example, i was trying to filter the page by adding other columns using advanced filter,
For example i joined the trade agreement journal lines table to the view to be able filter down the list of active trade agreement for each journal number, i got an null records (empty result)
See images below
Hi,
Have you tried this ?
Hi Ayodeji,
Do you have trade agreements with that exact end date? The same filter is working in my environment.
Hi komi,
Setting a filter on the page doesnt work,
For example i set a filter for the To date field came back empty as shown in the image below
Hi Ay,
See below:
2. Could you please clarify what you mean by advance filter not working ?
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