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Understanding Purchase & Trade agreements in D365 – Part 2

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Dynamics 365 Intelligent Order Management

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Oct 24, 2024

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  • The blog discusses setting up different types of purchase agreements in Dynamics 365, specifically focusing on Product category value commitment and Value commitment.
  • Purchase agreements in D365 can be created for blanket orders to buy a fixed quantity of items from a specific vendor within a specified time, while trade agreements can be used to create discounts for a short period.
  • Different types of Purchase agreements in D365 include Product quantity commitment, Product value commitment, Product category value commitment, and Value commitment.
  • Product category value commitment involves a commitment to buy a fixed amount of specific category goods from a vendor over a fixed period with a discounted percentage.
  • Value commitment entails a commitment to buy a fixed amount from a specific vendor over a fixed period with a discount offered by the vendor.
  • Various types of Trade agreements in D365 include Purchase price, Line discount for purchase, Multiline discount for purchase, and Total discount for purchase.
  • The blog provides detailed solution steps for setting up purchase agreements for Product category value commitment and Value commitment for vendors.
  • The blog concludes by mentioning that the next part (Part 3) will cover the setup of trade agreements.

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