Product documentation
The trade agreement journals in standard Microsoft Dynamics 365 for Finance and Operations are used for maintaining the prices and discounts. In Dynamics Price and Margin Management the following features have been added to enrich the standard functionality:
On the trade agreement journals lines the function "Find and Close" will search for posted agreements based on the selected lines in the journals.
It will use the start date to find a posted agreement. It looks for active and open agreements for the start date of the new agreement. It will retrieve those agreements and will propose their end date to the start date -1 for the new retrieved line.
When an active line is found with the same start date and the end date will be set also to this date the retrieved line will be marked "Must be deleted" otherwise two agreements will be active on that and the lowest price of it will be applied.
When a record is retrieved but found in another open journal it is marked “Retrieved in other journal” to indicate that somebody else is also working on this retrieved record.
From of version 10019.43.1510 there is also a function "Find and Close" on the journal header. This function will execute the "Find and Close" function for all lines within the journal. This function has been added to be able to execute the function for journals with a large number of lines. The function based on the selected lines has a limitation of 2500 lines.
When you create a trade agreement journal line in standard Microsoft Dynamics 365 for Finance and Operations the value of the field Find next is always set to Yes.
With the parameter "Enable Default find next" on the Price and Margin Management parameters tab Trade agreement, standard behavior can be changed. When the parameter "Find next" is set to Yes, a new field Find next on a new customer, customer object or vendor will be set to Yes.
At creation of a line in the price/discount agreement journal it will look at the customer, customer object or vendor settings for records with the account code set to customer/vendor.
For all other relations it will look at the value of the Find next value in the Price and Margin Management parameters.
Note
When you open the trade agreements from an order, standard Microsoft Dynamics 365 for Finance and Operations will show the agreements of all the items in the order. Often you only want to view the agreements of a specific item in the order.
In our solution this is possible by selecting the order line(s) first and then click on the menu item to view the agreements.
When nothing is selected everything is shown.
In standard Microsoft Dynamics 365 for Finance and Operations when the specific (price or discount) trade agreements forms are opened from a customer or vendor record the columns Party code type and Account selection are not shown in the grid. When such a form is opened all trade agreements applicable for that customer or vendor are shown. But as these columns are hidden it's not clear on which level (table/group/all) those agreements have been setup.
A similar problem occurs when opening specific trade agreements from the released products form. In that case the columns Product code type and Item are hidden.
Within the Dynamics Price and Margin Management solution those hidden columns are shown in the grid. This has been implemented for customers, vendors, purchase orders, sales orders and sales quotations.
| Question: | Are purchase order lines marked as net purchase price or net exclusive purchase price excluded from multi line and total discount calculations? |
| Answer: | No, we assumed that total discount and multi line discounts are not used that often on the procurement side and if they are we assumed that those discounts should still be applied. |