I understand the procedure for cancelling the old trade agreements. My question is: is there a negative impact on history if we remove the old line discount agreements? We extract AX sales order information into our BI management reporting tool. If I delete old trade discount agreements, do old customer orders still reflect the exact discount and the name of the line delivery group? If it works – will it eliminate entry into the Line discount group in an offer/order? That`s my real goal here – to eliminate the mass of old trade deals that representatives have to filter to find the one they need. What better way to do that? If you enter a commercial contract of type “Price (Turnover)”, simply select “Table” in the Item Code field. Indeed, a price is an absolute value and cannot be the same for all products or a group of products. – If I delete these trade agreement lines and line delivery groups, will I destroy the sales history? Presumably, the name of the line delivery group will disappear for old customer orders, will the correct discount be retained? In this procedure, you will learn how to create a business agreement in which you record a new product selling price that you have agreed with a specific customer. You can perform this procedure in the USMF demo data company or on your own data. If you use your own data, before you start this guide, make sure that you have a log name for business agreements where the default relationship is set to Price (sales). If you use your own data, you must ensure that there is a purchase contract name in which the default relationship is set to “Price (sale)” before starting the manual. From the list, select the product you want to include in the contract.
Note the product you selected. Book a new trading book by searching for Sales – Marketing –> Journal -> Price/Discount Agreement Journal. Current open sell orders should keep the unit price/position if you are still deleting trade agreements, while you should try it in a test instance, as Guy carefully suggested. AX is designed so that commands are only available temporarily. Click on the “Select all agreements to delete” action menu; If you delete the trading lines yourself, the number of discount groups you see in the Discount Group drop-down list will not be reduced. In Sales & Marketing / Setup / Pricing / Discount / Trade Agreement Log Name. Note: The above feature removes the reserved agreement, but the reference to deleted reservations remains in the system. To find all transactions in exchange agreements (including deleted transactions), go to the “PriceDiscAdmTrans” table. […] There you will find 22622 more information: ramlight.com/how-to-delete-a-trade-agreement-in-d365/ […] Here is a brief overview of the abolition of a trade agreement. In this example, this is a discount on sales, but the same applies to all sales or discount items.
Check the details of the trade agreement at the prices you just created. In the Details section, in the Date field, enter a date from which this contract is effective. Click on the “Select all agreements to delete” action menu; dynamicsteaching.com/how-to-delete-a-posted-trade-agreement-journal-in-ax-2012 This procedure shows you how to enter into a commercial contract in which you register a new sale price agreed with a specific customer. You can perform this procedure in the USMF demo data company or on your own data. If you use your own data, you must ensure that there is a purchase contract name in which the default relationship is set to “Price (sale)” before starting the manual. Current open sell orders should keep the unit price/position if you are still deleting trade agreements, while you should try it in a test instance, as Guy carefully suggested. And I think what I really want is for me to be able to change the behavior of the drop-down list – just show the active trade deals so I can save them all for history. The item delivery groups that you can define in sales order lines are defined under Sales and Marketing -> > -> Price/Discount -> Target Prices/Discount Groups -> Item Discount Group. What is recommended to remove a published trade agreement? Thank you. The line delivery groups that you can define for sales order headers are configured under Sales and Marketing -> Configuration -> Price/Discount -> Price/Customer Discount Groups -> Line Delivery Group. .