D365 F&O: Create Trade Agreement Journals

Video transcript

00:00:01

In this video we will create a trade agreement. Journal trade agreements are fixed. Price or discount agreements that are set up for one or more customers to enable the sale of individual or multiple products. So to create a trade agreement journal, we'll go to sales.

00:00:20

Marketing prices and discounts. Trade agreement journals and we'll click new to create a new journal and we'll enter the name.

00:00:34

We'll select the sales price adjustment which is used to define a sales price.

00:00:44

And the description is entered automatically, though we can edit if necessary and to open the journal book, click Lines.

00:00:55

Now firstly, the account code refers to the customers to which this relation will apply. We can keep all customers or select a specific customer with table and this will allow us to choose from our customer accounts.

00:01:17

Or we can specify a group which will allow us to select from our predefined customer groups and we'll choose retail.

00:01:29

Now the item code specifies the set of items to which the agreement applies. Again, we can choose between all items.

00:01:39

A group of items or table which allows us to select a specific item from our list and we'll choose.

00:01:51

The HDMI cables.

00:02:01

If this item is set up with product dimensions, we will be able to specify configuration, size, colour and style.

00:02:12

And if it's inventory dimensions, our active will also be able to specify a specific site and warehouse.

00:02:25

In the from and two fields we set the quantity limits, so we'll enter.

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One in from.

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And we'll leave.

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The two field blank, so the agreement applies to all quantities.

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The inventory unit field defaults to pieces and for currency will enter 20.

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U.S. dollars

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And the rest.

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Or leave for now.

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The details Fast tab.

00:03:05

Allows us to enter a date range for exactly when the sales price will be effective.

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We'll choose today.

00:03:16

We can enter any additional charges to be able to be applied to the sales price and here are options regarding delivery time.

00:03:28

The Find next toggle allows us to find and also apply other relevant trade agreements.

00:03:39

Now, once we've finished, we can select validate.

00:03:45

And we're going to validate all lines.

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We'll click OK.

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And once the agreement is validated, we need to post the journal.

00:04:03

To put the trade agreement into effect.

00:04:07

And we will post.

00:04:17

We can also create a trade agreement journal by importing existing journal lines into the trade agreement. We do this by clicking select and here we can specify the selection criteria to import.

00:04:33

Existing journal lines such as relationship type and date range by selecting table. Here we can find all the journal lines for this particular supplier.

00:04:51

And will select.

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It will find and import all the lines according to our criteria.

00:05:00

And now we can manually update these lines as needed.

00:05:08

Or we can do a mass update by clicking adjustment.

00:05:15

And selecting adjustment from the drop down.

00:05:21

And here in.

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The price adjustment parameters. We can specify an adjustment as a percentage or a fixed amount.

00:05:31

And when we're finished.

00:05:34

We can batch update and validate and post as we did before.

00:05:42

We can also edit trade agreements direct from a customer record if we go to sales and marketing again and all customers will choose the customer and.

00:05:56

We'll go sell trade agreements agreements.

00:06:02

We'll find the line that we wish to edit.

00:06:07

And we'll select.

00:06:12

Edit selected lines.

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And click.

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OK.

00:06:22

And now we'll be able to edit.

00:06:26

Journal and once we finished.

00:06:32

Again, we'll validate and post.

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