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Understanding Purchase & trade agreements in D365 – Part 3

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#purchase

Dynamics 365 Intelligent Order Management

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Oct 29, 2024

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  • The blog discusses setting up Trade agreements for Purchase price and different types of Trade agreements for line discounts in Dynamics 365.
  • Steps are provided for creating Trade agreement journal names, enabling parameters, creating trade agreement journals, entering line details, validating, and posting the agreements.
  • Trade agreements for Purchase price involve setting up specific prices for vendors and items.
  • Trade agreements for Line discounts can be for fixed amounts or percentage discounts, with parameters for specific vendors, vendor groups, and all vendors.
  • The process for setting up Line discounts for fixed amounts and percentage discounts is outlined with detailed steps.
  • An example is given for applying multiple discounts on a purchase value based on defined percentages.
  • The article concludes by mentioning that the next blog (Part 4) will cover setting up trade agreement line discounts for quantity range and the next steps.
  • Readers are encouraged to reach out to Plaza 365 at [email protected] for further discussions or questions.

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