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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / I want to update previ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

I want to update previous trade agreeemnt while importing a new trade agreement and post

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I am creating new trade agreement by importing a CSV file, but before creating a new trade agreement I want to Edit the previously active trade agreement's ToDate where Vendor ItemID and Currency code are same and post it from the X++ code.
 
Kindly Suggest how can I achive It.
 
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 302,765 Super User 2026 Season 1 on at
    Hi,
     
    Editing active trade agreements is cumbersome. To know what you need to do, you can first create a new trade agreement journal in a test environment and retrieve some existing records. Then adjust the lines and create a new line for the new price. Before posting, you can check the field values in the trade agreement lines where a reference record ID is stored to know which trade agreement to adjust.
    If you know the storage requirements in trade agreement journals, you can create the price adjustment line together with each new agreement line you import.
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    You can refer to this blog: www.loganconsulting.com. It introduces how to revisit pricing agreements and update any existing agreements or create new ones. Or you can also refer to this blog: dynamics-tips.com. In this post we will go through each trade agreement type including prices, line discounts, multi-line discounts, and total discounts as well as how the system evaluates trade agreements.
    Best regards,
    Kevin

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