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Finance | Project Operations, Human Resources, ...
Answered

Not Closing off (leaving ToDate empty) PriceAgreements

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My question is around whether ToDates need to be populated in D365 and if leaving then empty will cause any issues.

If I create two price agreement with an empty ToDates, but with diffetrent FromDates will D365 respect the FromDates without ever needing the  ToDates populated?.

Price Agreement 1

Item: 1

AccountCode: Customer

Account Relation: 105

FromDate: 01/01/2021

ToDate: null

Amount: 50



Price Agreement 2

Item: 1

AccountCode: Customer

Account Relation: 105

FromDate: 01/06/2021

ToDate: null

Amount: 75

Is my understanding correct that D365 will use PriceAgreement 1 from 01/01/2021 until 31/05/2021 and use Price Agreement 2 from  01/06/2021 onwards? Are there any issues with leaving the ToDate empty?

Also if I was then to amend Price Agreement 2 ToDate to be 01/09/2021 as below would D365 then start using Price Agreement 1 after 01/09/2021 as it would be the only price agreement without a ToDate?

Price Agreement 1

Item: 1

AccountCode: Customer

Account Relation: 105

FromDate: 01/01/2021

ToDate: null

Amount: 50



Price Agreement 2

Item: 1

AccountCode: Customer

Account Relation: 105

FromDate: 01/06/2021

ToDate: 01/09/2021

Amount: 75

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    303,674 Super User 2026 Season 1 on at

    Hi Richierich,

    There is a caveat with leaving the end date empty. The application will search for the lowest active price. And you can play with a No/Yes field for stop searching if the record is found. You have to test if the correct price record will be retrieved in case of a price increase and decrease. If so, your scenario will work.

    The most certain way is to amend the ToDate every time when you have a new price.

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