Trade agreements and default vendors during purchase requisition creation

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Posted on by CU08051205-1

Hello, I have the following situation:

-an item with a trade agremenent with two vendors (A and B), only to specify a different price if one or the other is selected, two lines.

-the item has vendor A in the masterdata

-of course when a purchase requisition is created, the trade agrement overwrites the masterdata information, this is ok I would say, as it is normal that trade agreements "wins" over the masterdata of the item (example: price)

The problem is that the vendor B pop ups automatically instead of the vendor A, and users want vendor A to pop up as first option. Is there a way to set one of the TA journal vendors as the default option when two lines of a trade agreement are the same basically, only changing the vendor account and price?

thanks!

Ricardo

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Dynamics 365 Supply Chain Management

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Adis 6,062 Super User 2025 Season 2 on at

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Hi,

Can you show us the TA with the different prices for vendor A and B?

I would say, depending which vendor you select the according price should be pulled from the TA.

Kind regards, Adis

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CU08051205-1 83 on at

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Hello Adis, the TA has nothing special, it is only a TA journal with vendors accounts, two lines, one different vendor per line, and different price per line, all the rest is "normal". It happens that when you select vendor A or B, the information is triggered properly as per the vendor selection, but this is not the problem, the problem is that when a purchase requisition line is created, one of the two vendors is selected automatically as vendor account, and the users want the other vendor. So:

-Trade agreement created with vendor A and B, two lines for 1 item, two different prices as per the below image

Problem: when a purchase requisition line is created, Vendor B is automatically selected, and it should be vendor A.

Thanks!

Ricardo

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Adis 6,062 Super User 2025 Season 2 on at

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I see, the problem is from where the vendor is defaulting on the purchase requisition line.

I would say it comes from the item. Could you check if the vendor B is selected in the field vendor?

Regarding your 2nd question. I dont think this is possible. You need to set an end date on your TA. However, this will not solve your issue. It will still default to the vendor B with a price of 0, if there is no price specified for the date range.

Kind regards, Adis

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CU08051205-1 83 on at

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Hello Adis, I mentioned that the masterdata is skipped (sorry if I didnt explain myself correctly), I already tested this :( so it is not comming from the masterdata. It seems it is related with the order the TA lines were created, it seems it is the latest one which is created (but I need to confirm this with more testing, but this may be a workaround: to recreate some of these lines).

On the other hand, in the activate price/discount mask there is a checkbox to include the vendor, and this skips the masterdata vendor

If disabled, then the masterdata vendor is selected, nevertheless, the TA are no longer considered if the vendor changes. It is quite logical, but this proves it doesnt come from other place other than the trade agreement.

Regarding deleting TA journals, it is possible, but basically what you do is disabling them (thats why I deleted the question, but you were faster than me it seems :)). You edit the existing TAs, then a new journal will be created, and you use this button: "Select all agreements to be deleted" and then you post it, and they dissapear from the workspace.

Thanks a lot for your time! :)

Rgds,

Ricardo

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Danny Bilodeau 4,918 Super User 2025 Season 2 on at

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Hi,

I tested different ways and my findings are that system ignores Purchasing Policy (preferred vendor for category) or Vendor identified on Released Product. Rather, if there is a Trade agreement, it is looking for cheapest price for the item. That is assuming that all Trade Agreements lines are created for same currency, unit of measure, to/from quantity and are effective.

However, I you have a Purchase Agreement for the preferred vendor and that item (Product Value commitment) the System will use that Vendor along with the price from Trade Agreement.

So:

1) Without Purchase Agreement, system seems to use the best price.

1) If user wants another vendor, he can change it on the PReq to the one he/she prefers.

2) if there is truly a preferred vendor, consider using a Purchase Agreement for that item (Product Quantity or Porduct Value).

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