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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Trade Agreement in Sal...
Finance | Project Operations, Human Resources, ...
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Trade Agreement in Sales and Purchase

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Posted on by sriram 781

Hi,

Please clarify the Difference or importance about the Trade Agreement in Sales and Purchase

  • sriram Profile Picture
    sriram 781 on at
    RE: Trade Agreement in Sales and Purchase

    HIi,

    Thanks for the clarification. I tried to explain the requirement in detail, hope it got deviated. However I got my answer and thanks again

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    RE: Trade Agreement in Sales and Purchase

    Hi Sriram,

    You are now changing the topic of your original question. With trade agreements you can define prices or discounts for multiple customer or vendors or individual parties.

    With the sales and purchase agreements, you can define a certain commitment on quantity or value per customer or vendor and measure the progress.

  • sriram Profile Picture
    sriram 781 on at
    RE: Trade Agreement in Sales and Purchase

    HI,

    I agree, i want to know the definition of the following as I confused due to thin line of difference between them

    • Trade agreement 
    • Purchase agreement 
    • Sales Agreement.

    Importance and where it is used

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    RE: Trade Agreement in Sales and Purchase

    Hi Sriram.

    There is no real difference apart from the menu item which is used. This is done to ensure you can provide permissions separately. A sales person would not need to see the menu item in the purchase menu.

    When opening the form from either the sales or purchase menu, an user can both setup purchase or sales agreements regardless the menu item permissions. If this needs to be restricted, you can consider creating an Extensible Data Security (XDS) policy.

  • sriram Profile Picture
    sriram 781 on at
    RE: Trade Agreement in Sales and Purchase

    Hi,

    In the product Information Management , we have the Trade Agreement in both Purchase and Sales Tab. I need to know the Purpose of Trade agreement and when it is applied in sales or Purchase

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    RE: Trade Agreement in Sales and Purchase

    Hi Sriram,

    Can you elaborate on your question? What exact difference do you want to get explained?

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