Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(1) ShareShare
ReportReport
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 !
 
  • Suggested answer
    Fasih Profile Picture
    Fasih 398 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.
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 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
    Laurens vd Tang Profile Picture
    Laurens vd Tang 2,263 Super User 2025 Season 1 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
    Ramit Paul Profile Picture
    Ramit Paul 22,369 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.
     

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

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

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,407 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans