Disable Trade Agreement Evaluation - all pricing is imported

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Posted on by lispyj

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Thank you in advance for any insight you can provide.

We are in the process of implementing Finance and Operations integrated to D365 Sales via Dual Write. D365 Sales is in turn linked to a third party product configuration application that sets ALL of our pricing. No price lists exist in either Sales or Finance.*

How can I configure D365 Supply Chain to skip trade agreement evaluation and just use the pricing on the imported Sales/Quotation line?

How can I allow D365 Sales to calculate line totals from imported pricing?

I have thoroughly read the quote to cash and integration configurations, but none seem to work to simply allow all pricing to be manual, and to just calculate the total from what has been imported.

*no price list exists because the products themselves don't exist until they are configured by the third party app. Think AX2009/AX2012 Product Builder.

Any insights about how to accomplish this either through configuration or code would be greatly appreciated.

Thanks,

Lisa J

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AR-01121610-0 4,965 Moderator on at

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Disable Trade Agreement Evaluation - all pricing is imported

Hy,

I can not answer all your question but some.

In the F/SCM trade agreements are enabled in /sales and marketing / setup / price and discounts / activate price/discount/

If all is disabled trade agreement will not be searched within the F/SCM

Furthermore to handle manual prices that come to F/SCM SalesLine it is a good approach to import the "SalesPrice" and "OrderedSalesQuantity" beside some other required fields.

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lispyj 179 on at

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Disable Trade Agreement Evaluation - all pricing is imported

Andreas,

Thank you for your reply.

Sadly, when all of the trade agreement options are set to no the sales price will zero out on the sales line any time a date is changed.

Any other ideas?

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Dogan Adiyaman 690 User Group Leader on at

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Disable Trade Agreement Evaluation - all pricing is imported

Hi Lisa,

Did you check this link? https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/data-entities/dual-write-prospect-to-cash

The link indicates that you can manage pricing on the Dynamics 365 Sales. With the correct configuration, system should not ZERO unit price when you change the date.

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Graham D Richardson 13 on at

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Disable Trade Agreement Evaluation - all pricing is imported

Hey Lisa,

If you take a look at:

Accounts receivable parameters > Prices > Line net amount calculation through integration

This should do what you want.

More details here:

https://learn.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/calc-line-net-amounts-import

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