Product documentation
When the parameter X is enabled it will be possible to use Customer Objects within sales and purchase trade agreements.
The trade agreements fields Party code type and Account selection have been extended to support the Customer Objects. When the customer object is added to the order header the system will also evaluate the trade agreements of the selected object. When a customer object is removed from the order, the prices and discounts are recalculated.
When the system start searching for valid agreements it will start at the most specific combination. In standard it starts with Table, then Group and then All. When a Customer object is selected it will first find the Customer object as it's more specific than customer.
In some cases the object specific price or discount should always be applied even when the price is higher or the discount lower than the regular agreements. This can be achieved by disabling the Find next checkbox on the agreements.
See also the Default settings for Find next with which you can control the default value of Find next when creating new agreements for the Customer object.
When the one of the sales relations is selected, the lookup of the Account selection for Party code type Customer object will show all customer objects.
Important
When using Commerce:
When the one of the purchase relations is selected, the lookup of the Account selection for Party code type Customer object will only show those customer objects on which a vendor has been added as an additional relation.
Retail > Headquarters setup > Parameters > Price and margin management parameters > Trade agreements
Sales and marking > Setup > Price and margin management parameters > Trade agreements
| Field | Description |
| Enable Customer object pricing |
When this parameter is enabled, the option Customer object will become visible in the trade agreement field Party code type. And on the Activate price / discount forms the Customer object parameter becomes visible for activation. |
Procurement and sourcing > Setup > Prices and discounts > Activate price / discount
Activate for which combinations the customer object needs to be evaluated when the price discount logic is executed on purchase orders
Sales and marketing > Setup > Prices and discounts > Activate price / discount
Activate for which combinations the customer object needs to be evaluated when the price discount logic is executed on sales orders and quotations
Procurement and sourcing > Setup > Procurement and sourcing parameters > tab: General > Update order lines > Customer object
Enable the parameter for Customer object to Update Unit price, Discount, Discount percent in order lines when change of Customer object in the order header.
Accounts receivable > Setup > Accounts receivable parameters > tab: Updates > Update order lines or Update quotation lines > Customer object
Enable the parameter for Customer object to Update Unit price, Discount, Discount percent in order lines when change of Customer object in the order header.