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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Trade agreement question
Supply chain | Supply Chain Management, Commerce
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Trade agreement question

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Posted on by Phoenix123 147
Is there any good practice or guideline on how to organize my trade agreements?
If I have one type of agreement (Default relation) do I aim to include all items in one or is there any rule on how to divide them and have more agreement journals?
If I have specific prices for specific customers do I divide them per customer ID?
  • Phoenix123 Profile Picture
    Phoenix123 147 on at
    Trade agreement question
    Thank you GuyUK and Andreas for your insights, valuable information.
  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,621 Super User 2024 Season 2 on at
    Trade agreement question
    I would say that the Journals themselves are not too important; once the journal has been posted, you'll rarely (if ever) need to look at it again.
     
    If you are implementing F&O now, and entering the starting prices, there's no harm in putting them all in one journal.
    If you are updating prices later, create journals to support the price updates that you are doing. If you are updating the prices for several customers and you prefer one journal per customer then do that. If you prefer one journal with all of the updates, do that.
     
    T/A Journals are like a notepad you use when preparing the price updates. Once they are posted, the system is not using them (the resultant prices sit elsewhere).
  • andreasraithel Profile Picture
    andreasraithel 4,823 Super User 2024 Season 2 on at
    Trade agreement question
    Hy Phoenix,
    a good practice is to use trade agreements if needed, and keep the structure as simple as possible.
     
    If all or most of the Customers have the some sales price, use the Standard Sales Price on the Item.
    For the other that should not have the Standard sales price create trade agreements for sales prices.
    If you can group customers that should have the same price then create and use Customer price group, assign the the price group on the customer master data.
     
    Same procedure can be done with several discounts e.g. for customer groups.
    If you can group your products that can be handled with same discounts you can also use item discount groups.
     
    I do not recommend to use trade agreement with single customers (and as well for single products) because the maintenance effort growths with every customer (product). But for sure it is possible to handle exceptions this way.
    Image you have ten Customers and ten products, using individal trade agreements results in 100 trade agreement lines.
    If you can reduce e.g. to three customer groups and three product discount groups you need to maintain only 9 lines.
     
    Hope this helps.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect

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