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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Mass Expire of Posted ...
Supply chain | Supply Chain Management, Commerce
Suggested answer

Mass Expire of Posted Sales Trade Agreement Journal Lines

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Posted on by LB_Pgh 265
Let's say I have a sales price trade agreement journal and it is posted.
 
It has thousands of lines in it.
 
If I want to expire hundreds of lines. 
 
Is there a way I can do that en-masse via an upload through Data Management or something?
 
It is posted. I know I can do it via an edit, item by item, through released products. However, for hundreds of items, doing it 1 by 1 is prohibitive. 
 
I thought I'd read that it was possible via some sort of upload. I thought that was through data management but I cannot locate the table/means to do so.
 
Does anyone have a way to do this?
 
Thanks !
 
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  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at
    Mass Expire of Posted Sales Trade Agreement Journal Lines
    Hi,
     
    You can take a look at this blog, https://www.loganconsulting.com/blog/updating-multiple-trade-agreements-in-microsoft-dynamics-365/, however I guess this also wont mitigate your issue.
     
    May be you need to think about a script for bulk update of the lines.
     
  • Suggested answer
    Laurens vd Tang Profile Picture
    Laurens vd Tang 3,646 Super User 2025 Season 2 on at
    Mass Expire of Posted Sales Trade Agreement Journal Lines
    Hi LB Pgh,
     
    My advice would be to export them via Excel via a data entity and then update the date, and then import again. 
     
    Regards,
    Laurens
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,415 Super User 2025 Season 2 on at
    Mass Expire of Posted Sales Trade Agreement Journal Lines
    H LB Phg,
     
    Ramit shared a blog post. If you follow the post and use the option to select lines based on the criteria, you will get a list of prices available in the application, including a reference to the original record. You can then manually delete lines in case the selection was too wide and change the end date. This would be unwieldy with hundreds of records. 
    As solution, you can then use the Open in Excel option to get all lines in Excel with a Dynamics connector. You can then delete lines and edit details in Excel in a quick way. Then from Excel you can publish your changes back to Dynamics 365. Go back to the trade agreement journal, check the details and post the journal. As there was a reference to the original record, it will update the existing prices with e.g. your required end date.
  • Suggested answer
    Fasih Profile Picture
    Fasih 416 on at
    Mass Expire of Posted Sales Trade Agreement Journal Lines
    Hi, The easiest way to delete mass data from Sales trade agreement is to export the data on Excel file through Excel Add IN feature and then delete or amend the lines and then upload it again. Hope this helps.

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