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Sales Agreement Process In Ax 2012

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Different companies set up distribution agreements in Microsoft Dynamics AX in different ways. Some companies have to create sales contracts for a number of products that need to be delivered free of charge. Therefore, they type 0 prices in the line of the sales contract. Other companies do not indicate the selling price and must sell a certain number of products, but at a price set by the trade agreement. The “Continue searching” flag in the sales/discount agreement indicates whether the system stops its search if it finds an agreement or continues its search. If more than one price/discount is found, the system gives the customer the lowest maximum price/discount they find. If the agreement is for a particular project, you can select the project in the Project ID field. Now that you know how sales contracts are created, sales contracts can be created in the same way in the Sales and Marketing module. Creating a sales contract is new in AX 2012 and replaces the “Package Order” feature in previous versions. Status: The default status of a sales contract is “Pending”.

Release orders (commands) cannot be created if an agreement is pending. The “default obligation” type commands whether you add item numbers or sales categories to the sales contract position and can specify a net amount, unit price, or percentage discount. I want to enter a percentage discount, so I used “Product Category Obligation” 9. Once trade agreements are entered, they appear under the group form under the Trade Agreement button. In the Quick Row Details tab, you can add more details to the row. An important option is for Max to be forced. This determines whether a user can exceed the agreed volume when creating a sales order. If defined, as in the example below, the agreed volume cannot be exceeded.

7. Multiple rows can be recorded in a single Trade Agreement Journal. The relational field allows the user to specify the type of business agreement to be established. A single journal can contain several types of agreements, including purchase and sale contracts. The account code and the article code define the customer or supplier relationship and article. 4. Trade agreements can be established in any group form mentioned above. The Trade Agreement button allows you to create trade agreements for any type of relationship. In some situations where customer orders are placed indirectly, you can control whether Microsoft Dynamics AX should automatically search for appropriate distribution contracts. For example, if you create credit or orders from intercompany customers. Each line of a sales contract expresses the obligation to sell something.

There are two types of obligations: Note, however, that if I use the client order form to create the client`s order (or if I initiate the order via the AIF), I am not asked to enter the sales contract and the discount for the sales contract will not be applied. A sales contract is a contract that requires the customer to purchase a product in a certain quantity or quantity over time for special prices and discounts. The prices and discounts of the sales contract exceed all the prices and discounts indicated in any existing commercial agreements. Details of the trade agreement indemnity (and the reduction of the sale/sale price and sales contracts) are available on the order line > form > price details: 11. To add a particular business agreement to an order or sales order, go to the lines and enter the item. The article is created automatically to meet the criteria of the existing trade agreement. If the customer order in Microsoft Dynamics AX is displayed as shipped and/or billing, the remaining quantity, released, delivered, or the amount is updated in the sales contract line details on the Execution tab. . .