Accounts receivable> Sales order> Advanced> Trade agrmt.

Accounts payable> Purchase order> Advanced> Trade agrmt.

Use this form to set up, edit, and inquire about trade agreements. You can:

Set up trade agreements that apply to specific customers/suppliers, groups of customers/suppliers, or to all customers/suppliers.
Record agreements about prices, line discounts, multiline discounts, and total discounts.

You can access the form from the Item details , Vendors , Customers , Sales order or Purchase order forms.

Price and discount information set up in the Price/Discountform is automatically transferred to sales and purchase orders. This information is used when you enter order lines and calculate discounts.

Before you set up prices and discounts in the Price/Discountform, you must:

Enable the combinations of price agreements that you want to work with in the Activate price/discountform.
Set up price and discount groups if you want to create prices or discounts per groups of customers, suppliers, or items.
Assign the groups to items, vendors, or customers in the appropriate Item, Customer, and Vendorforms.

Note
Microsoft Dynamics AX always uses the lowest price in the trade agreements. Therefore, a lower purchase price in the Item details form is not selected.

Navigating the form

The following tables provide descriptions for the controls in this form.

Buttons

Button	Description
Inventory	View related transactions in the inventory.

Fields

Field	Description
Currency	Currency in which the trade agreement is created.
Account code	Sets the trade agreement content. The following options are available: TableAccount code is for one specific customer or vendor. Group- Account code is for a specific customer or vendor group. All- Account code is for all customers or vendors.
Account selection	Criteria for the trade agreement, which is set in Account codefield.
Item code	Sets the trade agreement content. The following options are available: Table- Item code is for one specific item. Group- Item code is for a specific item group. All- Item code is for all items. NoteThis field is only available in the Line discountand Multiline discountforms.
Item relation	Criteria for the trade agreement, which is set in Item relationfield. NoteThis field is only available in the Purchase prices, Sales price, Line discount, and Multiline discountforms.
Configuration	Configuration of an item, item groups, or all items for which the trade agreement is created. NoteThis field is only available in the Purchase prices, Sales price, and Line discountforms.
Size	Size of an item for which the trade agreement is created. NoteThis field is only available in the Purchase prices, Sales price, and Line discountforms.
Color	Color of an item for which the trade agreement is created. NoteThis field is only available in the Purchase prices, Sales price, and Line discountforms.
Site	The site of the item for which the trade agreement is created. The price and discount can be different for each site. You can use the Site inventory dimension to manage site-specific price and discount differentiation. NoteThis field is only available in the Purchase prices, Sales price, and Line discountforms.
Warehouse	Item's warehouse for which the trade agreement is created. NoteThis field is only available in the Purchase prices, Sales price, and Line discountforms.
Batch number	Batch number of an item for whichthe trade agreement is created. NoteThis field is only available in the Purchase prices, Sales price, and Line discountforms.
Location	Location of an item for the trade agreement is created. NoteThis field is only available in the Purchase prices, Sales price, and Line discountforms.
Pallet ID	Pallet of an item for whichthe trade agreement is created. NoteThis field is only available in the Purchase prices, Sales price, and Line discountforms.
Serial number	Serial number of an item for whichthe trade agreement is created. NoteThis field is only available in the Purchase prices, Sales price, and Line discountforms.
Unit	Unit criteria for which the trade agreement is created. NoteThis field is only available in the Purchase prices, Sales price, and Line discountforms.
From date	Date from which the trade agreement is valid.
To date	Date to which the trade agreement is valid.
Quantity	Minimum required quantity for the trade agreement to occur.
Quantity	Price or discount for the trade agreement.
Find next	Select this check box to search for a lower-priced trade agreement. This trade agreement will take effect when you create a new order line.
Price unit	The quantity of the item that the price covers.
Incl. in unit price	A fixed charge that is added to the price one time.
Lead time	The number of days between receiving the sales order and shipping the items or the number of days between creating the purchase order and receiving the items.

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