Navigating the form

Post

Post the journal, thereby updating the trade agreement table. In future, the prices in the posted journal are used.

You can also edit the journal lines in the journal and then post the journal.

Select

Select the trade agreements that you want to update, and enter your selections in the Select trade agreementsdialog box.

Adjustment

Adjust prices or line discounts for the selected trade agreements.

Copy

Copy price agreements from one customer to another, or copy existing agreements into new agreements.

Delete

Delete all selected price/discount agreements.

Relation

Displays the origin of the created line in the trade agreement journal line.

The available options are:

• Price (purch.)- If selected in the Relationfield, new purchase orders are set with the specified price for the item selected in the Item relationfield.

  • If Tableis selected in the account code field you must specify for which vendor the line is valid.

  • If Groupis selected in the account code field, you must specify for which Price/discount group - Vendors the line is valid.

  • If Allis selected in the account code field, the line is valid for all vendors.

  It is possible to enter item identity only in the Item relationfield, and only if it is defined as a configuration.

• Line disc. (purch.)-If selected in the Relationfield, new purchase orders are set with the specified line discount.

  • If Tableis selected in the Account codefield, you must specify for which vendor the line is valid.

  • If Groupis selected in the Account codefield, you must specify which Line/discount group - Vendors the line is valid.

  • If Allis selected in the Account codefield the line is valid for all vendors.

  • If Tableis selected in the Item codefield, you must specify a specific item in the Item relationfield and a configuration if defined. The line is then valid for that particular item only.

  • If Groupis selected in the Item codefield, you must specify a specific Line discount group - Inventory in the Item relationfield. The line is then valid for that particular Line discount group - Inventory only.

  • If Allis selected in the Item codefield, the line will then be valid for all items.

• Multiline disc. (purch.)-If selected in the Relationfield, new purchase orders is set with the specified price for the item relations specified in the Item codeand Item relationfields.

  • If Tableis selected in the Account codefield you must specify for which vendor the line is valid.

  • If Groupis selected in the Account codefield, you must specify for which Multi line discount group - Vendors the line is valid.

  • If Allis selected in the Account codefield, the line is valid for all vendors.

  • If Tableis selected in the Item codefield, you must specify a specific item in the Item relationfield, as well as a configuration, if defined. The line is then valid for that particular item only.

  • If Groupis selected in the Item codefield, you must specify a specific Multiline discountgroup - Inventoryin the Item relationfield. The line is then valid for that particular Multiline discountgroup - Inventoryonly.

  • If Allis selected in the Item codefield, the line is then valid for all items.

• Total disc. (purch.)-If selected in the Relationfield, new purchase orders is set with the specified price for the item relations specified in the Item codeand Item relationfields. If Tableis selected in the Account codefield, you must specify for which vendor the line is valid. If Groupis selected in the Account codefield, you must specify for which Total discount group - Vendors the line is valid. If All is selected in the Account codefield, the line will be valid for all vendors. If Table is selected in the Item codefield, you must specify a specific item in the Item relationfield and a configuration if defined. The line will then be valid for that particular item only. If Groupis selected in the Item codefield a specific Total discount group - Inventorymust be specified in the Item relationfield. The line will then be valid for that particular Total discount group - Inventoryonly. If Allis selected in the Item codefield, the line will be valid for all items.

• Price (sales)- If Price (sales)is selected in the Relationfield, new sales orders will be set with the specified price for the item selected in the Item relationfield. If Tableis selected in the Account codefield you must specify for which customer the line is valid. If Groupis selected in the Account codefield you must specify for which Price/Discountgroup - Customersthe line is valid. If Allis selected in the Account codefield, the line will be valid for all customers. It is possible to enter only item identity in the Item relationfield and, if defined, a configuration.

• Line discount (Sales)-If Line discount (Sales)is selected in the Relationfield, new sales orders will be set with the specified line discount. If Tableis selected in the Account codefield, you must specify for which customer the line is valid. If Groupis selected in the Account codefield, you must specify for which Line discount group- Customerthe line is valid. If Allis selected in the Account codefield, the line will be valid for all customers.

• Multiline disc. (sales)If Multiline disc. (sales)is selected in the Relationfield, new sales orders will be set with the specified price for the item relations specified in the Item code- and Item relationfields. If Tableis selected in the Account codefield, you must specify for which customer the line is valid. If Groupis selected in the Account codefield, you must specify for which [Label: @SYS11440, Multiline discount] group - Customersthe line is valid. If Allis selected in the Account codefield, the line will be valid for all customers. If Tableis selected in the Item codefield, a specific item must be specified in the Item relationfield and a configuration if defined. The line will then be valid for that particular item only. If Groupis selected in the Item codefield, a specific Multiline discountgroup - Inventorymust be specified in the Item relationfield. The line will then be valid for that particular Multiline discountgroup - Inventoryonly. If Allis selected in the Item codefield, the line will then be valid for all items.

• Total disc. (Sales)If Total disc. (Sales)is selected in the Relationfield, new sales orders will be set with the specified price for the item relations specified in the Item code- and Item relationfields. If <Table> is selected in the Account codefield, you must specify for which customer the line is valid. If Groupis selected in the Account codefield, you must specify for which Total discount group- Customersthe line is valid. If Allis selected in the Account codefield, the line will be valid for all Customers. If Tableis selected in the Item codefield, you must specify a specific item in the Item relationfield, as well as a configuration, if defined. The line will then be valid for that particular item only. If Groupis selected in the Item codefield, a specific Total discount group- Inventorymust be specified in the Item relationfield. The line will then be valid for that particular Total discount group- Inventoryonly. If Allis selected in the Item codefield, the line will be valid for all items.

Note
What you select for the Relationfield from the above possibilities defines the options available in the following fields.

Account code

Select Table, Groupor Allto determine for which account or accounts the line is valid.

For additional information, see the Relationfield.

Account selection

For additional information, see the Relationfield.

Item code

Select Table, Groupor Allto determine for which item or items the line is valid.

For additional information, see the Relationfield. The Groupreference refers to item discount group.

Item relation

See the relation field for further help.

Configuration

Select an item configuration to specify an item with specific attributes.

More Help…

Size

Specifies the size of the item.

Quantity

Enter the amount in the currency specified in the following field.

Currency

Select currency that applies to the amount specified in the previous field.

From date

Select a From date. The trade agreement line will then be valid from that date on, or from that date and until the date specified in the To datefield.

To date

Select an end date for the trade agreement.

Quantity

Minimum quantity for the release of the trade agreement.

Days

Lead time in days.

Unit

Relevant unit ID for the selected line, for example, ft for feet. The units are created in the Units form.

Find next

Criteria for continued search for discount combinations.

Price unit

Quantity of internal units per purchase/sales price

Incl. in unit price

Fixed misc. charges on price, applied once for each invoice.

Discount percentage 1

Discount percentage 1 combined with discount percentage 2: Amount - pct. 1% - pct. 2%.

Discount percentage 2

Discount percentage 1 combined with discount percentage 2: Amount - pct. 1% - pct. 2%.

Log

Error log attached to the transaction.