Unit Conversions AX 2012 R3 CU8

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Hi all,

I am setting up some products in a new test environment and using unit conversions to specify purchase amounts. my scenario is that the product is ordered in cases of 12, but stocked and sold in 'each' but I cant get a purchase order for this product to show the cost amount of my case of 12, it doesn't have a price at all! (I have set trade agreement and posted it)

I have set a standard conversion rule so that 1 Case 12 = 12/1 each

any ideas on how to get my price on purchase order?

(whats more frustrating is that in a previous test environment this setup worked perfectly!)

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Guy Terry 28,924 Moderator on at

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You would need to post a Purchase price trade agreement line for the item with the unit 'Case' and the price you want (i.e. the purchase price of the case).

You may also need to go to Procurement and sourcing -> Setup -> Price/discount -> 'Activate price/discount' and tick the relevant box(es) on the 'Price' tab.

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Community Member on at

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Both of those points are already configured

the unit on the trade agreement line is 'case12' which is what I have called it on the conversions form

and the price tick boxes are all ticked

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Guy Terry 28,924 Moderator on at

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The Unit Conversion is not relevant, as far as I know, for the purchase price. Is the unit on the on the Purchase order line also 'case12'?

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Community Member on at

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Yes PO line is 'case12'

this is what I couldn't understand unless there is an 'enable unit conversion for prices' kind of parameter somewhere?

also if I change the product purchase unit back to 'each' then the trade agreement price shows on the PO (at the wrong amount though as this is set for 12 x 'each')

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Guy Terry 28,924 Moderator on at

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Can I get a screenshot from Released products -> 'Purchase' tab (in the ribbon bar) -> 'View trade agreements', for the item in question?

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Community Member on at

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excuse the colour scheme :)

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Community Member on at

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Guy Terry 28,924 Moderator on at

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On the Purchase order line -> 'Line details' fast tab -> 'Product' tab, can you set the Site and Warehouse that is mentioned on the trade agreement line?

P.S. Love the colour scheme. And what I wouldn't do for a Cornish Cider right now.

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I have tried the trade agreement both with and without specifying the site and warehouse, and the PO line matches same site and w/house

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Guy Terry 28,924 Moderator on at

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Hi,

We're running out of things to check! The currency on the PO Header needs to be GBP. I can't see all the fields on the trade agreement, but I assume you haven't put a quantity break on the trade agreement line ('From' / 'To' columns).

Oh, hang on. I notice your 'Attribute-based pricing' button is active. According to the code, this only happens if you've specified an 'Attribute-based pricing ID' on the Trade Agreement Line. Did you know you had done that? I assume you need to set the same Attribute-based pricing ID on the 'Price and discount' tab of the PO Line.

And there may be some other set-up required for this functionality (sorry - I've never used it):

technet.microsoft.com/.../jj838721.aspx

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