Create Trade Agreements Dynamics Ax 2012

Creating trade agreements is an essential part of running a successful business. In Dynamics AX 2012, you have the ability to create trade agreements using several different methods.

One way to create trade agreements in Dynamics AX 2012 is by using the Trade Agreements form. This form allows you to create trade agreements with specific customers, vendors, or items. You can also set up discounts, prices, and charges for each trade agreement.

To create a trade agreement using the Trade Agreements form, follow these steps:

1. Go to Sales and Marketing > Journals > Price/Discount agreements > Trade agreements.

2. Click New to create a new trade agreement.

3. Select the type of trade agreement you want to create, such as a discount, price, or charge.

4. Select the customer, vendor, or item you want to create the trade agreement for.

5. Set the effective dates for the trade agreement.

6. Set the discount, price, or charge for the trade agreement.

Another way to create trade agreements in Dynamics AX 2012 is by using the Price/Discount agreement journal. This method allows you to create multiple trade agreements at once.

To create trade agreements using the Price/Discount agreement journal, follow these steps:

1. Go to Sales and Marketing > Journals > Price/Discount agreements > Price/discount agreement journal.

2. Click New to create a new journal.

3. Enter the header information for the journal, including the effective dates.

4. Enter the lines for the trade agreements you want to create.

5. Post the journal to create the trade agreements.

In addition to these methods, Dynamics AX 2012 also allows you to import and export trade agreements using Excel templates. This can be a useful way to create large numbers of trade agreements quickly.

To import trade agreements using an Excel template, follow these steps:

1. Go to Sales and Marketing > Journals > Price/Discount agreements > Import price/discount agreements.

2. Download the Excel template.

3. Fill in the template with the trade agreement information.

4. Upload the template back into Dynamics AX 2012.

5. Review and approve the imported trade agreements.

Creating trade agreements in Dynamics AX 2012 is essential for any business that wants to set up discounts, prices, and charges for specific customers, vendors, or items. By using the Trade Agreements form, the Price/Discount agreement journal, or Excel templates, you can create multiple trade agreements quickly and efficiently.