Broker Commission / Broker Contract Management/ Brokerage in D365 F&O

Hello readers, In this post I am going to explain the broker contract management or broker commission / fee management in D365 F&O.

In broker contract management, company enters into the contract with broker for receiving broker's service for selling of item(s). For example: company enter into the contract with broker for selling of particular brand of shoes.

In this case, broker will sell the item(s) on behalf of company and earn the commission against each sell. Commission can be based on number of item sold or the amount of item sold. The commission will be calculated as a percentage of sell or fixed amount or amount per pcs (Per unit)

This is a good marketing strategy for boosting the sell of item(s) and having this functionality available in the system, certainly make the task easier for the company as managing the brokerage payment or broker fees will be easier through broker contract management which will reduce the burden

Setups:

You need to perform following setups in the system to manage the broker contract.

Accounts payable parameters:

1. Go to Accounts Payable > Setup > Accounts payable parameters

2. Click on Broker and royalty tab > Brokerage section 

3. Differential journal name: Select the journal name (Journal type 'Daily') from the dropdown . This journal is used to post the cancelled brokerage amount

4. Expense journal name: Select the journal name (Journal type 'Daily') from the dropdown . This journal is posted when broker claim is approved. This journal reverses the posting which is done in the form of charges when sales order is invoiced

5. Manual posting: Manual posting checkbox needs to be checked if you want expense journal to post automatically when brokerage claim is approved

6. Procurement category: select procurement category to which commission will be applied

Once this setup is done. Go to the Number sequence tab in Accounts payable parameter:

7. Select number sequence code in Broker claim invoice. It is the invoice id of the vendor invoice generated when approving the broker claim

Setup differential reason

1. Go to Accounts payable > Broker and royalties > Differential reasons

2. Select differential reason for broker commission such as order return and select the main account for posting this difference in differential journal.

3. Select reason code, description and main account

Setup charge code to calculate brokerage during sales invoice

These are the charges which are applied to sales order for broker fee calculations.

1. Go to Accounts receivable > Charge setup > Charge code

2. Select Charge code, Description, debit & credit ledger account and posting types as 'broker fee'.

3. Ticked prorate checkbox so that charge will applied on prorate basis

4. Select item sales tax group if you want tax to be applied on charges.

Once all the setups are done, it is the time to setup broker contract in the system.

Setting up the broker contracts

Broker contract is like an agreement with vendor/broker that specifies the fee or commission, a broker will receive against the sale of item(s) when claim is settled.

1. Go to Accounts payable > Broker and royalties > Broker contract

2. You can see there are two sections: upper pane and lower pane. 

• Broker contract: Upper pane maintains the broker contract status, broker account (Vendor account), validity period etc. 
• Contract details: Lower pane maintains the items details, charge code, brokerage value in terms of percentage, fixed value or per unit, currency etc.

3. Here we will create a new brokerage and for that click on 'New'

In the upper section, enter broker contract information:

4. Status: You can see status of the broker contract is 'Planning'. It is the first state where all the planning and agreement happen with vendor/broker

5. Broker contract ID: Enter broker contract id and description which will uniquely identified the broker contract

6. Broker vendor account: Select vendor account from the dropdown. This vendor is nothing but a broker who is responsible for selling the item(s) for earning the commission

7. From date and To date: Select validity of the broker contract. It is the duration during which broker contract will be valid and brokerage will be calculated against the sell of item for the broker. Select 'From date' and 'To date'

8. Charge code: Select the charge code which was created during the setup. It will be applied to sales order for generating the brokerage amount

9. Category: Select category. It is nothing but the way brokerage will be calculated. 

• Pcs: This can be based on quantity i.e. broker fee will be generate based on the quantity of item(s) sold.
• Percentage: If this is a percentage, the brokerage will be calculated as a percentage of total amount of item sold in the sales order line
• Fixed value: It is a fixed amount, broker will receive against the sale of item in the sales order

10. Charge value: Once category is selected, enter the value in charges value field. It is the value which will be used for calculating the brokerage

11. Charge currency code: Select charge currency code as well for applying the charges in that currency

Once values are entered in the upper pane, go to the lower pane to select contract details which are applicable to this contract such as specify the product code type, Item relation and customer or customer groups to which this contract is applicable etc.

In the lower section, enter broker contract details information:

12. Once details are added in the upper pane, go to lower pane and click on Add line to add item(s) and other details for setting up the contract

13. Product code type: Select product code type as 'Table' (For single item), 'Group' (Group of items) or 'All' depending on to which item(s) you want this contract to be applied i.e. for single item, or for specific group of items or for all items sold by the company

14. Item relation: Once value is selected in product code type, select item relation value accordingly i.e. If table is selected in  product code type then select a item number in the item relation field. It means broker contract is applicable to this single item. If Group is selected in  product code type then select item group in the item relation field. it means broker contract is applicable to this particular group of item. If 'All' is selected in product code type then item relation field is disabled as it means brokerage is applicable to all items in that legal entity

15. Party code type: Select party code type as 'Table' (For single customer), 'Group' (Group of customers) or 'All' (All customers) depending on to which customer(s) you want this contract to be applied

16. Account selection: Once value is selected in party code type, select account selection value accordingly i.e. If table is selected in party code type then select a customer in the account selection field. It means brokerage contract is applicable to sales order created for this single customer. If Group is selected in party code type then select customer group in the account selection field. It means brokerage contract is applicable to sales order created for this particular group of customers. If 'All' is selected in  party code type then account relation field is disabled as it means contract is applicable to all the customers in that legal entity

17. Break type: In the Break type field, select either quantity or amount which act as a basis for calculating the brokerage amount

18. Break: In Break field, we can specify the break value for the quantity or amount as selected in the Break Type field. Value entered here will act as a minimum quantity or amount for calculating the brokerage as per the break type selected

19. Values for other fields such as category, charges value, charges currency code will be flow automatically from the header which can be overridden as needed.

20. Once details are entered in the lower pane, status of the broker contract should be changed from planning to approved. Once status is approved, no further changes to contract terms are allowed.

Note: Contract terms cannot be applied to sales order unless the status of the broker contract is changed to approved.

21. There are other statuses as well which can be used as needed for the broker contract:

• Canceled: when contract with the broker is cancelled, the status should be changed to canceled
• Closed: when contract with the broker is over, the status should be changed to closed.

22. Once status is changed to approved, the contract is ready to be applied to sales order for calculating the commission/ fee for the broker.

Create Sales order 

1. Now create sales order by taking same customer and item(s) which was the part of broker contract

2. To view the commission calculated as per the broker contract, click on sales order line > Broker commission

3. You can see commission will be calculated for item 1000 as below:

In this 5 quantity is selected in the sales order line. and in the broker contract 10 percent brokerage is promised for minimum of 5 quantity.

         Net amount = 9500 for the sales order line 

         10 % of net amount = 9500 * (10/100) = 950

Note: Here minimum 5 quantity is required in order to generate the commission for broker as that is the break quantity for this item in broker contract.

4. Similar is the case with other brokerage calculations as well:

 For item 4401: (Fixed amount 5 USD is applied)

For item 4402:

5. This is the as on commission based on the current values (quantity, net amount) on each sales order line. Value of the commission can be changed in case values from the sales order line are changed. This can be possible unless sales order is not invoiced

6. Once sales order is invoiced, we can see commission is available for claim for the broker. Until this time, commission is only calculated based on the current sales order line values. Once sales order is invoiced, the calculated commission is posted in the ledgers defined in the broker charges and is also available in the broker claim form for realizing it for the broker.

7. You can view the posted commission in the ledger account defined in the broker charges during setup and from the trail balance as well. This amount will then be reversed when broker claim amount is actually settled.

Broker claim

1. Go to Accounts payable > Broker and royalties > Broker claim

2. We can see broker payment is available for the sales order in the open status in broker claim form. We can see the total amount of brokerage generated against the sales order along with other details such as broker (vendor) id against which this brokerage is generate, total qualified amount for brokerage, total invoice amount and charge code etc.as seen above.

3. This form displays all the brokerage generated in the system along with its status (Open, Closed and All)

4. Once Broker claim is review, it needs be to approved and for that you need to enter the amount under 'Approving' field in broker lines 

5. Click on 'Approve'. Once approved, you can see the amount under approved field in the broker claim header and lines. Broker claim header displays the consolidated value of approved amount from broker claim lines

6. Also once you click on approve, system automatically creates the vendor claim invoice and post the expense journal in the general journal section.

Note: Manual posting checkbox is not ticked in the accounts payable parameter during setup hence you can see expense journal is posted automatically. If review is needed before posting then tick the manual posting checkbox.

7. Go to the expense journal, you can see the commission which was posted against the sales order in the form of charges will be reversed i.e. what was credit earlier is debited now and what was debited earlier is credited now in the expense journal. (You can also see these postings (debit/credit) in the trail balance or in those ledgers as well)

8. Apart from posting in the expense journal, it also generates the vendor liability in the form of vendor claim invoice. Go to the vendor invoice/ transactions to view the details

9. This broker commission which is now available as vendor liability will be settled either through payment (payment journal) or by other means as per the standard D365 F&O practices.

Close broker claim

1. Go to Accounts payable > Broker and loyalties > Broker claim

2. Marked the broker claim for closure

3. Click on Close

Note: you can also mark individual broker claim lines and close them instead of closing the entire broker claim.

4. Once closed, you cannot edit the broker claim further, Also you cannot open it again.

 

In this way broker contract is setup in the system and broker payment/ fee is managed.

Hope!! Everyone gets clear understanding of Broker Contract Management in D365 F&O

Please post if any queries and do let me know if any suggestions for improvement.

See you soon with new post :-)

Happy Daxing !!!

-------------------------------------------------------------------------------------------------------------------

Abhijeet Hele |  Dynamics AX Enthusiast | My Profile | 

The information provided on this site represents my own opinion/view and does not represent the opinion/view of my employer or Microsoft.

Correction or cancellation of product receipt/Packing slip in D365 F&O

Hello readers, Thank you for an amazing responses to my previous posts. Hope those are helpful for you.

Topic for this post is correction or cancellation of either sales order packing slip or purchase order product receipt. This functionality has been introduced in AX 2012 and earlier versions of AX does not have this facility.

We often come across a situation where it is important to make correction or cancellation to the product receipt posted in the system against the material received from vendor (in purchase order). or to the packing slip posted against the material delivered to the customer (in sales order). To facilitate this correction or cancellation, there is a out of box functionality available in AX / D365 F&O.

Corrections:

The corrections can be made due to many reasons such as 

1. Posting the product receipt or packing slip for wrong quantities than the quantity already received or delivered

2. Posting the product receipt or packing slip for wrong dates than the date on which it is actually received or delivered

3. Posting the product receipt or packing slip with other wrong values (other than date or quantity)

Like wise there could be many reasons which require businesses to correct the product receipt in purchase order or packing slip in sales order.

Cancellation:

Like corrections, cancellations can also be made due to many reasons such as:

1. When posting has been done mistakenly without actually receiving products from vendor or delivering products to customer

2. Or when product receipt/ packing slip is posted for wrong purchase order/ sales order

2. Likewise there could be any other business reasons as well.

Note: 

It is important to note that this correction or cancellation of packing slip/ Product receipt are only possible when sales order or purchase order is not invoiced. Upon fully invoicing, this option is not available. In that case posting the credit note/debit note is the possible option for the reversal. 

In case of partially invoiced order, product receipt cannot be cancelled, instead the non invoiced quantity of that product receipt can be corrected i.e. non invoiced quantity of that product receipt can be reversed through correction. 

How to correct the packing slip/ product receipt

1. Correct Packing slip

Consider a scenario where sales clerk has identified the mistake in the packing slip posted for the sales order. It is identified that the quantity posted is more than quantity of items actually delivered to the customer. Now as the mistake is identified at the correct stage i.e. before posting the invoice, it is now possible to make corrections to that packing slip so that packing slip is available with correct quantity in the system. This will help in getting the correct inventory and financial impacts in the system for this packing slip.

To correct such a packing slip, below steps can be performed:

1. Go to the sales order --> On the action pane, on the Pick and pack tab

2. Click on packing slip journal 

3. Select the packing slip which was wrongly posted. You can see Correct and cancel buttons are enabled

4. Click on voucher --> You can see existing postings with the original packing slip

5. Now close the voucher form and go back to the packing slip --> Click on 'Correct' button 

6. The packing slip correction form will open where you can edit the details which was wrong earlier

7. If you reduced the quantity, the quantity that is reduced will be visible in the 'Quantity to be reversed' field. The reverse posting will be done for this reduced quantity. In this case, I have reduced the quantity by 1, hence 1 is available in quantity to be reversed field

Note: If you try to increased the quantity than total packing slip quantity, system will throw an error:

Note: 

In correction case, only reduction is possible. It is recommended to post another packing slip for the additional quantity.

 

9. Once required changes are done, the packing slip can be posted

10. Upon correction, go to the same packing slip journal --> you can see that the delivered quantity is reduced from 3 to 2 and 1 quantity is shifted to remaining quantity field.

Overall system Impact (When quantity is corrected): 

It reverses the postings of quantities which are getting reduced for the packing slip lines. It is as if new packing slip with reverse quantity for the corrected items is getting posted by the system automatically which will reverse the impact. Quantity which was supposed to be reversed (quantity to be reversed) for the item(s) will be reduced from the existing packing slip. This can be seen from the voucher of the same packing slip which was corrected where reversed postings will be visible for the corrected lines.

This reversing impact will also be visible from the inventory transactions for the corrected items. You can see inventory transactions that is posted to reverse the inventory impact.

Note:

During packing slip correction, when other fields are corrected (other than quantity), those new values will be a part of corrected packing slip.

Note: 

Similar way you can correct the product receipt of purchase order. The overall impact will also be in line with what has explained above for sales order packing slip.

Cancel product receipt

Consider a scenario where purchasing Manager has identified the purchase order which is wrongly posted in the system. Materials for this purchase order is not yet received in the warehouse but have wrongly posted the receipt for this purchase order. The material is actually received for another purchase order hence that another purchase order's product receipt should have been posted.

Once such order is identified, it is important to cancel the product receipt that is posted and to achieve that follow the below steps:

1. Go to the purchase order --> Receive fast tab --> Click on Product receipt journal

2. Select the appropriate journal --> Click on voucher --> you will see the postings against the product receipt which will be reversed with cancellation

2. Close the voucher transaction form and go back to same product receipt journal --> Click on 'Cancel' button

3. Message box appears asking for confirmation for cancellation--> Click yes if you want to proceed

4. System will cancel the product receipt (Here the entire product receipt will be cancelled at once)

5. An Infolog will appear with the confirmation of the cancellation

6. This will also disabled the correct and cancel button as it is no longer applicable for the cancelled product receipt

7. Upon cancellation, go to the same product receipt journal --> go to lines fast tab --> you can see that the received quantity is reduced to 0 and earlier received quantity is shifted to remaining quantity field for each line in the cancelled product receipt journal

Overall system Impact: 

It will reverse the impact of original product receipt. It is as if new product receipt with reverse quantity will be posted in the system automatically which will reverse the impact. This can be seen from the voucher transactions of the same product receipt where line with reverse quantity will be visible for each original line.

This reversing impact will also be visible in the inventory transactions for the items of the product receipt. You can see inventory transactions that is posted with reverse quantity than the original on the same date when original product receipt was posted.

Note: 

Similar way you can cancel the packing slip for the sales order. The overall impact will also be in line with what has explained above for purchase order product receipt.

This is really a powerful and helpful functionality which certainly provide good flexibility to business user.

Next post: Broker Commission / Broker Contract Management in D365 F&O

Please post if any queries or suggestions to be made regarding this topic !!!

Happy Daxing 😊

------------------------------------------------------------------------------------------------------------------------------------

Abhijeet Hele |  Dynamics AX Enthusiast | My Profile | 

Disclaimer: The information provided on this site represents my own opinion/view and does not represent the opinion/view of my employer or Microsoft.

Trade agreements (Price/ discount agreement) in D365 F&O :- Utilities (Functions)

Hello readers, This is the third post in the series for trade agreements and in this I am going to explain some utility functions which are very useful when dealing with trade agreements. These are used effectively to create error free trade agreements in less time which will ease the burden on end users.

Before we use these utilities, it is important to know the setups and creation of trade agreements in D365 F&O. Refer previous posts to get more information on trade agreements setups and creation:

Trade agreements (Price/ discount agreement) in Dynamics 365 for Finance and Operations - Setup 

Trade agreements (Price/ discount agreement) in D365 F&O - Creation and it's Usage

These utility functions are available in trade agreement journal lines. Go to trade agreement lines to explore more about these utility functions:

A. Edit trade agreement

It is possible to edit the posted trade agreements. It is required in case prices or discounts are changed or agreements are wrongly posted.

Go to view trade agreements from the item/ customer/ vendor forms. You will find all the posted agreements for a particular item or a customer or a vendor.

Path to view trade agreements from item/ customer/ vendor are given in the next section in this document.

Go to view trade agreement --> Click on 'Edit selected lines'

Select the journal name and Descriptions for the new journal. (Here lines will be copied to new journal for editing)

Press Ok, 

The line(s) selected for editing will come in the new journal lines, where we can make the required changes and post it.

Once posted, the existing lines will be replaced with the new lines with edited details in the view trade agreements from the item/customer/vendor forms.

B. Extract old journal to new journal

Creating trade agreement journals are time consuming when there are more products, customers and vendors combinations. To save time, we can copy the old trade agreement with certain criteria into a new trade agreement. This is in case where most of the details are same and only few details are going to be changed in the new journal. 

Go to new journal lines > Click on Select > You will get a query form where you can set different conditions to extract the data from old journals

We can select Relation, Currency, Date interval, Item code & item relations Account code & Account relation (for customers or vendors). The details given here will be matched with posted old trade agreement lines and the lines which are matching will be copied from the old journals and created into the new journals    

You can see I have selected values for different fields to extract the data.

Once these details are set, click Select to extract old trade agreement lines to a new journal as per the predefined conditions

Once lines are extracted, those can be updated with necessary details and new journal will be validated & posted. 

This option is only available for non posted journals as only in non posted journals we can copy the data.

C. Add products

Adding one product at a time in trade agreement is time consuming but when we have the possibility to add multiple products in trade agreement journal at the same time then this will certainly save lot of time.

Click on Add products Button, form will open.

You can see three sections in this form:

1. Category hierarchy and it's categories: Select appropriate hierarchy and all it's categories will be displayed in the first section

2. Available products: All the products pertaining to the selected category will be displayed in this section. If require, we can filter them further by selecting appropriate item group, buyers group and vendor account.

Once products are available in this section, it is time to select them so that those will be moved to trade agreement lines. 

Select multiple products --> Click on 'Add' button > Products  will be moved to 'Add selected products' section. 

In case of product master where variants exist, following things need to be done:

- Select the product  > Click on 'Add variants' button > Variant matrix form will open 

- Select the the required variants > Click ok > Products  will be moved to 'Add selected products' section. 

3. Add selected products: This section displays all the selected products, those are to be moved to trade agreement lines

Once Products are selected > click Ok > All the items will be moved to trade agreement lines

Those trade agreement lines will be updated further and new journals will be validated & posted.

This option is only available for non posted journals.

D. Copy line

It is to copy a selected line in the trade agreement and create a new line with the same details in the same agreement. Here only one line will be copied. 

Select a already existed line > Click on Copy line > A new line will be created with the same details as the line which was selected for copying.

Once lines are copied, we can make the required changes.

It is useful when only minor changes are required in the lines and to reduce the effort of entering the same details in the trade agreement lines again and again.

This option is only available for non posted journals

E. Copy and revise

This options is available for non posted journals. When lines are available in the journal and we want to copy these lines (with updating some details) then this option is good. Here multiple lines can be considered for copying.

Click on Copy and revise > below widow will open.

Select appropriate options among Relation, From date, To date, Item code, Item relation, Account code, Account selection, currency to revise the details from the trade agreements. Once certain options are selected, it's associated fields will be enabled to add new details such as 

if we tick relation then Price/discount type field will be enabled to add the new relation for the lines which are going to copy.

Note: Click on Select options to give further conditions in the query for copying and revising.

Once options are ticked and field (which is enabled) are changed, Click Ok.

Lines will be copied to the journal lines with updated details 

You can make further changes to the journal if require, then validate and post the journal to activate the trade agreement lines

Make sure we have lines available in the journal to copy and revise from. else system throw below error:

F. Clear journal

It is to clear the trade agreement journal lines for the non posted journals. This could be the when agreement lines are wrongly created and needs to be deleted.

Click on 'Clear journal' > below window will open where it will ask for the confirmation.

Click on 'Filter' > Query form will be open where we can give criteria for deletion (If require).

Click Ok to proceed for deletion else cancel.

Note: we can also delete the journal lines by simply selecting it and Pressing ALT+F9.

G. Adjustment

This option is for the price/discount adjustment and for applying smart rounding and to view smart rounding. 

Below three options are available:

1. Adjustment: 

It is for adjusting price amount or discount amount/percentage for the trade agreement lines

• Price adjustment

Select the line which has price relation, and click on Adjustment > Adjustment > Price adjustment dialog will open

As we have selected a line which has relation as price(sales) or price(purchase), we can make the price adjustment here. Price adjustment will be done based on the below formula:

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

Select Price type among the following options:

Current: It is the current price for the selected line in the trade agreement

Cost price: cost price of the item for the selected line in the agreement

Default sales price: default sales price setup for the item in the journal

0 (Zero): It takes the default price as zero.

Once appropriate option is selected in the price type. we can give price percentage and/or amount in the dialog.

Once all options are given, the adjusted price amount will be calculated as per the formula given and will be added to the existing price value for the selected line in the trade agreement.  

Here: Earlier price: 100

          Adjusted price: 115 (Input to the formula: Price type: Current, Percentage: 10, amount:5) 

•      Discount adjustment

Select the line which has the discount relation, and click on Adjustment > adjustment dialog will open

As we have selected a line which has a relation such as line, multiline or total discount for sales or purchase, we can make the discount adjustment here. Discount adjustment will be done based on the below formula:

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

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

Select discount type among the following options:

Current: It is the current discount for the selected line in the trade agreement

Cost price: cost price of the item for the selected line in the agreement

0 (Zero): It takes the default price as zero.

Once appropriate option is selected in the discount type. we can give discount percentage and/or amount in the dialog for the discount amount adjustment. For Discount percentage adjustment, we can given percentage and/or percentage point.

Once all options are given, Click ok. 

The adjusted discount amount/percentage will be calculated as per the formula given and will be added to the existing value for the selected line in the trade agreement.

Here: Earlier discount: 150

      Adjusted discount: 158 (Input to the formula: Cash discount amount: Current, Percentage: 2, amount:5) 

Calculation: 

          Discount amount = 150 * (1+ 2/100) + 5

2. Apply smart rounding: 

This option is enabled only for non posted trade agreement lines where relation is either price(Sales) or price (purchase). Click on this options and smart rounding will automatically applied on the price amount depending on the smart rounding setup done.

3. View smart rounding: It is to view the smart rounding setup available in the system for a legal entity.

All the above options are only available for the non posted trade agreement lines.

H. Select all agreements to be deleted

Lock trade agreements

'Select all agreements to be deleted' allow user to marked the agreement for deletion hence it is no longer used. Once agreement is marked for deletion, system locks this agreement for further changes. 

Go to agreements lines for non posted trade agreements > click on 'Select all agreements to be deleted' > it will give you below message box > click ok to proceed.

Once all agreement lines are marked for deletion, all the fields will be disabled.

you can also see a message in the error log : 'Marked for deletion - the agreement was never posted.'

All other utility functions such as copy and revise, clear journal, copy line, adjustment are disabled as well. 

Note: Once agreement is locked, even if you try to post it, it is having no significance and there is absolutely no impact of such posting. No entry will go in 'PriceDiscTable' which is used to search the valid agreement to return the price.

Restore trade agreements

The agreement which is marked for deletion can be restored (if require) to make further changes and posting.

Go to the agreement which is locked (Marked for deletion) > Click on 'Restore trade agreements' > Trade agreement will be unlocked for further use.

I. Create/ View trade agreement

Apart from price/discount agreement journals, the trade agreements can also be created or viewed from other places in AX as well.

For item:

To create trade agreement or view all trade agreements created for a particular item, go to:

View Purchase trade agreement

Go to released products > Select Item > go to Purchase tab > click on View trade agreements.

Create Purchase trade agreement

Go to released products > Select Item > go to Purchase tab > click on create trade agreement

View sales trade agreement

Go to released products > Select Item > go to Sell tab > click on View trade agreement.

Create sales trade agreement

Go to released products > Select Item > go to Sell tab > click on Create trade agreement

For customers:

To create trade agreement or to view all the trade agreements created for a particular customer, go to:

Create sales trade agreement

Go to all customers > Select a customer > Click on Sell tab > Field group 'New' > Click on 'Trade agreement' 

View sales trade agreement

Go to all Customers > Select a customer > Click on Sell tab > Field group 'Trade agreements' > Click on 'Agreements' 

View sales trade agreement for price

We can also view only the price sales agreement and for that go to: 

Go to all Customers > Select a customer > Click on Sell tab > Field group 'Trade agreement' > Click on 'Sales Price' > select 'Sales price'

View sales trade agreement for discounts

We can also view only the discount sales agreement and for that go to:

Go to all Customers > Select a customer > Click on Sell tab > Field group 'Trade agreement' > Click on 'Discounts' > Click on Line discount or Multiline discount or Total discount to view

For vendors:

To create trade agreement or view all trade agreements created for a particular vendors, go to:

Create purchase trade agreement

Go to all vendors > Select a vendor > Click on Procurement tab > Field group 'New' > Click on 'Agreements' > select 'Trade agreements'

View purchase trade agreement

Go to all vendors > Select a vendor > Click on Procurement tab > Field group 'Agreements'> Click on 'Trade Agreements'

View purchase trade agreement for price

We can also view only the price purchase agreement and for that go to: 

Go to all Vendors > Select a vendor > Click on Procurement tab > Field group 'Agreements '> Click on 'Purchase Prices'

View purchase trade agreement for discounts

We can also view only the discount purchase agreement and for that go to:

Go to all Vendors > Select a vendor > Click on Procurement tab > Field group 'Agreements' > Click on 'Discounts' > Select Line discount or Multiline discount or Total discount to view

Note: You can also view a trade agreement created for a particular group from the Customer price/discount group, Vendor price/discount group and item discount group. Go to previous blog to know more about creation of the groups and create & view trade agreement from it.

Final Thought

This is how each of these utilities can be used effectively to create error free trade agreements in less time which will ease the burden on end users. 

Please post if any queries or suggestions to be made regarding this topic !!!

------------------------------------------------------------------------------------------------------------------------------------

Abhijeet Hele |  Dynamics AX Enthusiast | My Profile | 

Disclaimer: The information provided on this site represents my own opinion/view and does not represent the opinion/view of my employer or Microsoft.