D365 finance and operations pricing9/13/2023 Here you can activate the exact types and combinations of trade agreements you would like to enable but usually I just enable everything unless there is a specific reason not to.īefore we go and set up a trade agreement let’s first discuss how the system evaluates trade agreements. For purchase trade agreements navigate to Procurement and sourcing > Setup > Activate price/discount. Don’t make this simple mistake.įor sales trade agreements navigate to Sales and marketing > Setup > Price and discount > Activate price/discount. If these are not active the system will not evaluate the trade agreement and you will be trying to figure out what you did wrong. Setupīefore we even begin, we need to make sure we activate all of the applicable trade agreement types. In this post we will go through each trade agreement type including prices, line discounts, multi-line discounts, and total discounts as well as how the system evaluates trade agreements. Trade agreements are commonly confused with sales and purchase agreements so don’t be one of them! The trade agreement form and the logic that the system uses to determine which price is used can also be confusing. Trade agreements are the primary means by which pricing and discounts are set up and applied in Dynamics 365 Finance and Operations.
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