This contribution builds on my last contribution: trade agreements (price agreement/discounts) in AX – Setup, where I explained the important adjustments needed before we established trade agreements in AX. To create a trade agreement for a debitor, select the table in the Account Code column. This allows the Account Selection column to display a list of all debtors. Choose the debitor that will get the new price. When the product catalog is imported into the search index, the base price of each product is imported for immediate access to search and category pages. When a trade agreement is used and has an impact on the customer notified in a B2B scenario, the base price is certainly different from the price of the bargaining agreement and cannot be used. In these cases, the search result needs to be expanded to recover the price of Dynamics using a method that provides the best possible performance. This scenario is different from any customer installation. At the foot of the form, the line of the trade agreement can be defined as valid for a period of time. Check the details of the trade agreement on the prices you have just created. More information about sales contracts can be found in this documentation. A video is also available here.

It focuses on Dynamics AX 2012, but it is quite similar to D365FO and gives a good idea of how it works. 26. Delivery time: it is used only in the trade agreement on prices and not in the discount. If the delivery time is set in the price trading agreement, it is used during the order to set the delivery date based on the delivery time or delivery date, to determine the requested delivery date and the delivery date requested according to the delivery time (only if this data does not meet the delivery deadline or if the delivery date check is not set on ATP or CTP in the order). The deadline for implementing the trade agreement is only valid if the trade agreement is applied to the mission. (This trade agreement is enforced, as long as it is the only agreement for the combinations given. If there are several trade agreements for such a combination, the Trade Agreement search engine takes the corresponding preference and returns the selling price) indicates whether this particular dimension should be included as a factor in the price search for the item to which the sizing group is attached. Or plainly, if you should be able to set a price based on that particular size. If you activate z.B. ”Sale price” for the lot number, it means that you have the option to establish and book a trade agreement for a given lot.