Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

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

(1) ShareShare
ReportReport
Posted on by
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.
 
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    I want to update previous trade agreeemnt while importing a new trade agreement and post
    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
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,971 Super User 2025 Season 1 on at
    I want to update previous trade agreeemnt while importing a new trade agreement and post
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,971 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,846 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans