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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Reports on Trade Agree...
Supply chain | Supply Chain Management, Commerce
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Reports on Trade Agreement Journals

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Posted on by LB_Pgh 265
I have multiple trade agreement journals setup and I am having a hard time finding a report to get information.
 
Like a report to say, show me all the non-expired records for a particular trade agreement journal name.
 
Having a hard time finding really any sales pricing reports.
 
What am I missing here?
 
 
  • Suggested answer
    andreasraithel Profile Picture
    andreasraithel 4,828 Super User 2024 Season 2 on at
    Reports on Trade Agreement Journals
    Hy LB Pgh,
     
    as Andre already wrote there is unfortunately no Out of the box report covering all that different trade aggrement types.
     
    But there is one form where you can see all the existing posted tradeagreement lines, covering all types of trade agreement as price, discount, ...
     
    May be it depends on the license you have to acces sthis form, because the form is within in the Retail and Commerce module.
    In Retail and Commerce there is workspace called "Commerce pricing and discount management" and on the Link section tehre is "Trade agreement journals" and then "Active trade agreements".
     
     
    This calls a form that shows us all posted sales trade aggreements. This list can be exported to Excel for further analyse.
     
     
     
    Beside that form there are four entities that hold all the posted sales trade agreements which can be exported using the data management.
     
     
    Hops this is helpful.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect
     
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Reports on Trade Agreement Journals
    Hi,
    There are no such standard features out of the box, and if you have a developer, you can choose to customize the way you develop to meet your needs. If you don't have a developer, you can seek help from a Microsoft partner who will provide you with custom services, refer to this link: Find the right app | Microsoft AppSource.
    Best regards,
    Kevin
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,711 Super User 2024 Season 2 on at
    Reports on Trade Agreement Journals
    Hi LB Pgh,
     
    There is no report for your requirement out of the box. You can consider developing a custom report.

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