Deactivation and Activation of Trade agreement (Sales)

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Posted on by Ashutosh91

Hi Experts,

I need help on how to activate new trade agreements and deactivate older ones in D365 F&O.

Suppose I have a trade agreement for sales, active from 01-Jan-2021 to 31-Dec-2021

But I want to activate new prices before the completion of the older trade agreement that is from 01-Dec-2021 for the same customer groups and same items.

Then please help me out, how to deactivate older prices or any other alternative to activate new prices.

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AR-01121610-0 4,967 Moderator on at

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Dear Ashutosh91,

just go to the current trade agreement (at sales price group or item rebate group, or item ...) and select "edit selected lines". Select the type, give a meaningfull name to the new journal and this will create a copy of the lines into a new trade agreement.

Thene modify your date and post it.

This replaces the old trade agreement with an new one. The older previous posted trade agreemant should be accessable through "sales and marketing/prices and discounts/trade agreement journals" and then remove the filter "unposted" to see the former posted trade agreements.

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Jonnix 167 on at

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Hi Ashutosh Kumar,

You can do what Andreas suggest but if you want to keep your history you can also :

1) Create a new Trade agreements journals (Sales and marketing module)

2) Create the lines with the selection function on the desired customer

3) Export the journal lines with the entity data "Open sales price journal lines" (if several unvalidated journals in progress, filter possible) in excel format

4) Open Excel file

5) Convert TODATE column to text format

6) Make a VLookup against the Article number to limit the perimeter (if needed)

7) Filter records that are empty (01/01/1900) or whose validity date is greater than D-1

8) Replace the value of todate by J-1 (or 30/11/2021 in your case)

9) Save Excel file

10) Import the file into D365 using the entity data "Open sales price journal lines"

11) Go validate the journal

12) Import new agreements

Kind Regards, Jonnix

Please take time to click 'Yes' on the answers that helped you guide in the right direction to help other community members.

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Ashutosh91 50 on at

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Hi Jonnix,

Thanks for your help, it works for me.

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Camilla Broe on at

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Is it possible to override a current trade agreement with a new trade agreement without the old gets replaced/deactivated/discontinued?

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Guy Terry 28,924 Moderator on at

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Hi Camilla,

Yes, that is possible... to have two active, identical trade agreements. If Find next is enabled on all T/A lines, F&O will always use the T/A with the lowest price.

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