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Dynamics 365 Supply Chain Management

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May 8, 2024

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  • The article discusses the use of quantity conversion units in sales orders in Microsoft Dynamics 365 Finance and Dynamics 365 Sales.
  • It explains that in some industries, trade agreements are fixed with a certain unit of measure, but sales orders may need to be inserted with a different unit of measure.
  • The article presents two ways to manage this: creating trade agreements for each unit of measure or using the pricing management feature to convert the price during sales order creation.
  • The article focuses on the second solution and provides step-by-step instructions for configuring the system to convert the unit price.
  • It explains how to use trade agreements journals to set up the pricing management feature.
  • The article also demonstrates how to set up the unit of measure conversion for released products in the product information management section.
  • It then guides the reader through creating a sales order and shows how the system automatically converts the unit price based on the configured settings.
  • The article concludes by highlighting the benefits of using the pricing management feature in Dynamics 365 for automatically converting unit prices in sales orders.

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