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Dynamics AX Updates

AX 2012 Trade Agreements Setting Up Discounts

Trade agreements in Dynamics Axapta 2012 allow for setting up prices and discounts for Products, Vendors, and Customers (or groups of Products, Vendors, and Customers). Trade agreements can be set up in different ways, with varying results. In a previous post, I showed how to set up a price for the item that applied to the vendor group. In this post, setting up a discount in Microsoft Dynamics AX 2012 trade for an item that applies to a vendor group is mentioned.

Trade agreements are managed by setting up the price or discount agreement journals. In Dynamics AX, Trade Agreement can be thought of like an if this, then that”mechanism for applying discounts.  Essentially, you can create a rule for pricing and apply it to a particular product, the group of products, client, or group of clients.  You can apply all kinds of limitations and exceptions to these rules, such as date ranges. For example, trade agreements in the Dynamics AX allow you to realize the below scenarios:

  • If a client X purchases more than 100 widgets, they will receive the 12% discount.
  • If the client purchases 10 widgets or more between December 20-24, they will receive $5000 off their order.

Navigate to Sales and marketing > Journals, or to Procurement and sourcing > Journals, and choose Price or discount agreement journals and select “New.” We will be creating a discount journal:

We create the journal line assigned to a Vendor Group and to an Item: The discount is 10% and we must buy 10 to get the discount. We will have this apply to all items:

Now we validate and post the journal, then we will make a PO for the vendor in Line discount group 02 to display how the discount behaves

Find a vendor in Line discount group 02:

Enter the PO: Order 4 different items, 4 each

A0001, Unit Price $10.00.

A0002, Unit Price $20.00

C0001, Unit Price $39.95

C0002, Unit Price $49.95

Note that the full price is charged on every line:

Now, let’s impact the quantities up past 10 on a couple of lines:

As we can view, the line quantities below the discount level retain the full price for that line. Line quantities at or above the threshold for that discount applied. Note: this same approach applies to the sales side as well.

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