D365: Mass purchase (sales) trade agreements update

There can be several justifications for this procedure. One of them is: If your business is providing sales campaign including big sales with releasing a lot of ads, you might need to update a lot of prices. Another is if prices, due to your business industry, is changing one in a while or almost every day. For the second case just imagine the following scenario:

Your business has to stick to rapidly changing price. These changes are often done manually resulting in significant room for error and increased lag time for implementation. It ultimately leads to an overall increase in accounts receivables as you try to ensure invoices are correct. Customers might call and tell you when you over-invoice. As the result, you might have a lost due to inaccurate invoices that go out. AX’s embedded mass price update capabilities streamline this process and ensure all customers are rapidly and accurately exposed to the appropriate price increase.

So we will go through mass updates of prices of multiple vendors/customers and multiple products at once.

Navigate to Sales and Marketing> Prices and Discounts > Trade agreement journals.

Create a new Trade Agreement by clicking the New button.

Select Journal name. Since we are going to change sales prices we will select ‘S_Price’ journal name.

Click Lines button

From here you have 2 options,

  • add lines manually
  • select lines based on the criteria

The second option is the fastest and easiest way to pull existing agreements into a pricing journal.

The select criteria options are wide and flexible. You can specify what trade agreements you want to select and add to the journal.

Click the Select button

Select button

Relations: Selection trade agreements with specific Relation

Prices

Line discounts

Multiple discounts

Total discounts

Currencies: Selection trade agreements with specific currency

Date intervals: Selection trade agreements in specific date range

Details: Selection trade agreements for specific customer, vendor or item

  1. Customers

Code:

  • Table (Selection trade agreements for specific customer)
  • Group (Selection trade agreements for specific customer price / discount group)
  • All (Selection trade agreements for all customers)

Group type: This field is available only if Code is Group and at least 1 relation is selected

  • Price group (Selection trade agreements for customer price discount group with type = Price group)
  • Line discount group (Selection trade agreements for customer price discount group with type = Line discount group)
  • Multiline disc. group (Selection trade agreements for customer price discount group with type = Multiline disc. group)
  • Total discount group (Selection trade agreements for customer price discount group with type = Total discount group)

Relation: This field is dependable on Code field

  • Customer (If Code is Table, selection trade agreements for specific customer)
  • Customer price discount group (If Code is Group, selection trade agreements for specific customer price discount group)
  • All customers (If Code is All, selection trade agreements for all customers)

Follow the link to see how to configure customer price discount group and assign to customer D365: How to configure customer price discount group and assign to customer

  1. Vendors

Code:

  • Table (Selection trade agreements for specific vendor)
  • Group (Selection trade agreements for specific vendor price / discount group)
  • All (Selection trade agreements for all vendors)

Group type: This field is available only if Code is Group and at least 1 relation is selected

  • Price group (Selection trade agreements for vendor price discount group with type = Price group)
  • Line discount group (Selection trade agreements for vendor price discount group with type = Line discount group)
  • Multiline disc. group (Selection trade agreements for vendor price discount group with type = Multiline disc. group)
  • Total discount group (Selection trade agreements for vendor price discount group with type = Total discount group)

Relation: This field is dependable on Code field

  • Vendor (If Code is Table, selection trade agreements for specific vendor)
  • Vendor price discount group (If Code is Group, selection trade agreements for specific vendor price discount group)
  • All vendors (If Code is All, selection trade agreements for all vendors)

Follow the link to see how to configure vendor price discount group and assign to vendor D365: How to configure vendor price discount group and assign to vendor

  1. Items: Select trade agreements for specific item

Code:

  • Table (Selection trade agreements for specific item)
  • Group (Selection trade agreements for specific item discount group)
  • All (Selection trade agreements for all items)

Group type: This field is available only if Code is Group and at least 1 relation is selected

  • Line discount group (Selection trade agreements for item discount group with type = Line discount group)
  • Multiline disc. group (Selection trade agreements for item discount group with type = Multiline disc. group)

Relation: This field is dependable on Code field

  • Item (If Code is Table, selection trade agreements for specific item)
  • Item discount group (If Code is Group, selection trade agreements for specific item discount group)
  • All Items (If Code is All, selection trade agreements for all items)

Follow the link to see how to configure item discount group and assign to item D365: How to configure item discount group and assign to item

For our example, we will select all trade agreements for customer DE-001 with valid agreements till the end of February. We will uncheck Additional relations for customers in order to not see trade agreements with Relation code = All

Click the Select button

As the result, two lines have been added which are effective till February.

Trade agreement date range

Click Adjustment > Adjustment.

Adjustment menu item

In the Price field, possible values are:

Current

Cost price

Default sales price

0 (ZERO)

In the Discount fields, possible values are:

Current

0 (ZERO)

Price adjustment amount

The formulas of the calculations are the next:

Price = Selected price type * ( 1 + percentage / 100) + amount

Discount amount = Selected discount amount type * ( 1 + percentage / 100) + amount

Click OK and the journal will be updated.

Current trade agreement prices have been updated.

Price adjustment amount result

10 $ has been added to the current price.

If now you go back to adjustment and set the percentage.

Price adjustment percent

And the calculation is:

110 (Current price) * ( 1 + 15 / 100) + 0 = 110*1.15 = 126.5

210 (Current price) * (1 + 15 / 100 ) + 0 = 210*1.15 = 241.5

Price adjustment percent result

This form allows you to update every line of the journal.  This makes life easier when adjusting all prices by a percentage or a fixed amount.  In addition to the price, you can make discount adjustments as well.

Click Post button to apply provided changes.

Summary:

This new functionality enables you to update in one go prices of a defined range of items in multiple price lists according to a selected method.

If you want to make mass change in pricing condition, the best option would be to use Adjustment. On the other hand, if you want to make mass change for a particular vendor/customer, then the simple way is to use just Select and provide update manually.

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5 thoughts on “D365: Mass purchase (sales) trade agreements update

  1. Hi, would like to know your inputs why is it that TABLE is only allowed in relation of price for sales and Group or All are not in the ITEM CODE? Understanding the reason would rationalize the exception for my understanding. Thank you

    Like

    1. I am thinking about the following reasons:
      – companies tends to setup prices per item. Can you provide with an example when different items share the same price?
      – price is set per unit of measure. Unit of measure can be different for the items within 1 group.

      Like

      1. Hi,
        I like your logical reasoning. Yes, we do setup prices of item per item. Several items could have same prices but we do the setup individually.

        In relation to this concept for Trade agreement, is this also applicable to trade agreement type for purchases wherein Table is only allowed for the Item code while Group & All are not allowed?

        Thank you.

        Like

      2. Comparing Trade agreement to Vendor or Purchase agreement & Customer or Sales agreement, can you share your summarized comparison or distinction? Then, kindly share your inputs how to maximize the utilization of the concept. I mean, in what scenarios TA is effective, same also in PA & SA. I am thinking that this concept has specific scenario in which we can apply effectively.

        Thank you.

        Like

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