11.08.2016, 19:11 | #1 |
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stoneridgesoftware: Setup for Trade Agreement Journals in Microsoft Dynamics AX
Источник: https://stoneridgesoftware.com/setup...t-dynamics-ax/
============== There are many white papers and blog postings about trade agreements in Microsoft Dynamics AX. They describe the details of the decision which need to be made in order to set up a trade agreement. But they are missing the basics. Where do you go to access the setup tables? Are all of the tables unique or are some of them shared? Types of Trade agreements in Dynamics AX Trade agreements are available in Dynamics AX for Price, Line discount, Multiline discount and Total Discount. I will outline each of these throughout the post. Enable your trade agreements in (activate them on a shared screen) Paths: Procurement and sourcing->Setup->Price/discount->activate price/discount Sales and marketing->Area page->Setup->Activate price/discount Setup Price / discount in Dynamics AX NOTE: Most of the setups can be accessed through multiple modules. That means that one form is shared between the various modules those are noted by “(shared)”. Trade agreement journal names (shared) Paths: Procurement and sourcing->Setup-> Price/discount->Trade agreement journal names Sales and marketing->Setup-> Price/discount->Trade agreement journal names Item group (shared) Item discount groups need to be set up differently for each type of trade agreement. Choose an option from the “Show” dropdown box. Paths: Procurement and sourcing->Setup->Price/discount->Item discount groups Sales and marketing->Setup->Price/discount->Item discount groups Inventory management->Setup-> Price/discount->Item discount groups Item price tolerance groups group Path: Inventory management->Setup-> Price/discount->Item price tolerance groups Vendor group Vendor groups need to be set up differently for each type of trade agreement. Choose an option from the “Show” dropdown box. Path: Procurement and sourcing->Setup->Price/discount->Vendor price/discount groups Inventory management->Setup-> Price/discount->Vendor price/discount groups Customer Group (shared) Customer groups need to be set up differently for each type of trade agreement. Choose an option from the “Show” drop-down box. Path: Sales and marketing->Setup->Price/discount->Customer price/discount groups Inventory management->Setup-> Price/discount-> Customer price/discount groups Retail->Setup->Pricing and discounts->Price groups Smart Rounding Path: Sales and marketing->Setup->Price/discount->Smart rounding Attribute-based pricing data (shared) Paths: Procurement and sourcing->Setup->Price/discount->Attribute-based pricing data Sales and marketing->Setup->Price/discount->Attribute-based pricing data Inventory management->Setup-> Price/discount-> Attribute-based pricing data Trade Agreement journals You will notice that the options you have will change depending upon which choices you make as you enter the trade agreement journal. Relation “Price (purch.)” and “Price (sales)” i. Note that there is an option of Item code/Group from within the journal. This field is not set up in the standard discount forms. You would need to set it up from the view details form from within the journal. It is not recommended to use this feature. Group Setups used within the trade agreement journals Источник: https://stoneridgesoftware.com/setup...t-dynamics-ax/
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