“Find Next” Parameter in D365 Trade Agreement Journals?

Trade agreement journals in Dynamics 365 Finance & Operations (D365 F&O) enable you to manage pricing, discounts, and conditions for customers or vendors. One key feature that can make or break your pricing behavior is the “Find next” parameter.

Let’s explore:

  •  What “Find next” actually mean
  •  How to set it up
  •  Real-life use case
  •  Screenshot to guide your navigation

What Is the “Find next” Parameter?

The “Find next” parameter controls whether D365 continues searching for additional applicable trade agreement lines after finding a match during a sales or purchase transaction.

How It Works:

  • Checked (Yes): D365 continues searching for other applicable price or discount lines even after finding one match.
  •  Unchecked (No): D365 stops searching once a valid trade agreement line is found.

This is particularly useful when multiple applicable discounts or pricing rules exist across different combinations (e.g., specific customer-item + group-level discounts).

Setup Steps: Enabling “Find Next”

To configure the Find next parameter:

  1. Navigate to:
    Sales and marketing > Prices and discounts > Trade agreement journals
  2. Create or open a Trade agreement journal.
  3. Click Lines to enter line-level data.
  4. For each line:
    • Select Relation (e.g., Price (sales), Line discount)
    • Fill in Account code, Item code, pricing values, etc.
  5. On the far right, check the “Find next” box.


Example: Layered Discounts Scenario

Imagine you're setting up discounts for Customer A who is eligible for:

  • 10% discount for a specific item (Customer A – Item X)
  • 5% general discount for their customer group

You create two lines in your Line discount journal:

Account code

Item code

Discount

Find next

Table

Table

10%

Yes

Group

Table

5%

 

Result:

  • With Find next = Yes, both discounts apply.
  • With Find next = No, only the first 10% applies, and the second is ignored.

 

 Use Case: Ideal when you want to stack promotions or apply fallback logic (e.g., customer-specific first, then group-level).

Best Practices

  •  Use “Find next” = Yes if:
    • You expect multiple applicable price or discount rules.
    • You want to layer customer-specific and group-based pricing.
  •  Use “Find next” = No if:
    • You want to apply only the most specific match.
    • You're optimizing for performance in a large dataset.

Analysis

The Find next parameter may seem like a small checkbox, but it plays a powerful role in determining how your sales or purchase pricing is calculated. Understanding when and how to use it helps avoid pricing conflicts and gives you better control over your discounting logic.

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