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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Trade agreements for s...
Finance | Project Operations, Human Resources, ...
Answered

Trade agreements for sales data entiy excel addon

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Posted on by CapsLock 1,419

Hi, 

Could anyone confirm if it's possible to create sales trade agreements via data entities? I see it's not possible with the excel add-on and the entity named Open sales price journal lines V2 seems to be related but lacks lots of fields that exist on the functional form for trade agreements, plus there is no entity to create the journals. 

Therefore, my conclusion is that there are no standard entities to create sales trade agreemetns and the excel add-on can't be used either. Could someone confirm or present an alternative, please? 

Thanks, 

Patricia 

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,702 Super User 2026 Season 1 on at

    Hi Patricia,

    There is a workaround for using trade agreement journal lines in Excel. You can create a journal and one line. Then when reopening the lines, the data entity for e.g. sales or purchase agreement lines becomes visible and available to use.

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,573 Moderator on at

    Hi, I think its Open sales price journal lines V2 Data entity only. How about extending this data entity to add missing fields?

    community.dynamics.com/.../unable-to-see-data-entity-for-trade-agreement-in-d365-update9

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