Trade Agreements Purchase Prices in D365 Finance and Operations

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Trade Agreements Purchase Prices in D365


Setting up trade agreements for purchases in Dynamics 365 Finance and Operations requires careful configuration to ensure pricing and discounts apply correctly. Below is a detailed breakdown for both scenarios:

 1. Trade Agreement for Purchase (Not Depending on Site & Warehouse)

This setup ensures that pricing and discounts apply universally, regardless of site or warehouse.

Steps to Configure:

  • Procurement and Sourcing > Setup > Price/Discount Agreements > Trade agreement journal names
  • Add name, Description, and Relation (Price (purch.) for the purchase Agreement.

A screenshot of a computer AI-generated content may be incorrect.

Trade agreement journal names

  • Procurement and Sourcing > Price/Discount Agreements > Activate price/discount
  • Enable the Price Check boxes

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Activate price/discount

  • Procurement and Sourcing > Price/Discount Agreements > Trade agreement journals
  • Create a New Trade Agreement: Click New and select Purchase Price Agreement.
  • Define the Agreement Scope: Set Party Code Type to All or Group (if applicable). Set Product Code Type to All or Group (if applicable).
  • Enter Pricing Details: Define Unit Price, Discounts, and Validity Period.
  • Ensure No Site/Warehouse Dependency: Leave Site and Warehouse fields blank.
  • Activate the Agreement: Click Validate and Activate to apply the agreement.

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Trade agreement journals

  • View the agreement in following forms
  • Item Master Form

ü  Item > Purchase > Trade Agreement > View Trade Agreement

  • Vendor Master Form

Scenario Testing on Purchase Order

2. Trade Agreement for Purchase (Depending on Site & Warehouse - Storage Dimension Setup)

This setup ensures that pricing and discounts vary based on site and warehouse.

Steps to Configure:

  1. Procurement and Sourcing > Price/Discount Agreements > Trade Agreements.
  2. Create a New Trade Agreement: Click New and select Purchase Price Agreement.
  3. Define the Agreement Scope: Set Party Code Type to Table (specific vendor) or Group (vendor group). Set Product Code Type to Table (specific item) or Group (item group).
  4. Enter Pricing Details: Define Unit Price, Discounts, and Validity Period.

“Configure Site & Warehouse Dependency: In the Storage Dimension Group, ensure that Site and Warehouse are enabled. Assign specific Site and Warehouse values to the agreement.”

A screenshot of a computer AI-generated content may be incorrect.

  1. Activate the Agreement: Click Validate and Activate to apply the agreement.

A screenshot of a computer AI-generated content may be incorrect.

Scenario Testing on Purchase Order

A screenshot of a computer AI-generated content may be incorrect.

Key Considerations:

  • Hierarchy of Trade Agreements: The system prioritizes the most specific agreement first (e.g., vendor-specific before group-level).
  • Validation & Testing: Always test agreements with sample purchase orders to ensure correct application.
  • Integration with Procurement Policies: Ensure agreements align with company procurement policies for consistency.

 

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