Supply chain | Supply Chain Management, Commerce

Trade Agreements for Customer Discounts In D365 working with all

(0) Share

Report

Posted on by Community Member

I am trying to use Trade agreement in D365 for Line Discounts. The customer is supposed to get a 2 discount on ALL products except for 2 product groups. It appears that when I add to table for customer and select ALL for all products and place in 2 percent. Then create lines for those product groups at 0 the it appears to be overriding everything

1273.pastedimage1573575590703v1.png

This is how it was setup for them in 2009 but wondering if there was a customization done I am not aware.

My thought would be I need to setup a line for every item group at what % it is to make work. I have tried a few and appears to. It just will not work for all.

Any help is appreciated and sorry if I did not explain well enough.

I have the same question (0)

All responses (12)

Answers (0)

Suggested answer

Satish Panwar 14,671 Moderator on at

Like (0)

Report

Hi kjgreen,

You are on right track. If all is not working and group is, it may be that the "All" option is not activated. Go to Sales & Marketing > Activate price/discount. Make sure valid option is set to Yes. Based on what you are trying to do.. set yes under line discount tab.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

I do have it set to yes. but I still feel like I am missing something. Any thoughts?

Note: we are also using parts of retail but I am not aware of anything I need to do there.

Was this reply helpful? Yes No
MATTGUO 22,349 Moderator on at

Like (0)

Report

Hello,

From this unclear screenshot, i saw that

1. The relation is price(sales) instead of Line discount (Sales), so where do you fill in the discount percentage?

2. The first group is the customer group and the second group is product group. You select a value for customer group, but the product group is all, It doesn't fit your description. Do you select the specific customer for the customer group?

And please use rich format to insert the screenshot, it will not change the screenshot resolution.

Was this reply helpful? Yes No
Kadriye 5 on at

Like (0)

Report

item details: A0001 has a line discount group e.g. 00

trade agreement, line discount for group = 0% with find next = no

trade agreement, line discount for all = 2%

in the sales order all lines get 2% exept item with line discount group 00

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

I will try this and see. Pricing here is such a mess

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

I will try this and see. Pricing here is such a mess

I am seeing it doing the discount:

I am not seeing discount on sales lines. I see it on screen above.

I am trying to see if I can get one lines to start.

Was this reply helpful? Yes No
MATTGUO 22,349 Moderator on at

Like (0)

Report

Hello,

The screenshot you provide shows that the discount agreement should be used.

I found the discount percent will disappear if you manually change the net amount.

Suggest you create a ticket in LCS to check your environment if all the settings are correct.

Was this reply helpful? Yes No
Suggested answer

Rahul Mohta 21,032 on at

Like (0)

Report

do you have any of inventory dimension turned on for sales pricing?

the visual shows empty site/warehouse....

match the trade agreement line inventory dimensions with the sales price turned on for product,storage,tracking dimension group and suggest

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

I made no changes to the pricing.

I will open in LCS

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

No we are not using inventory dimensions. :(

Was this reply helpful? Yes No