Dynamics AX 2012 Trade Agreements – How to Set Up Discounts

By Wally Carr | June 11, 2018

Trade agreements in Dynamics AX 2012 allow for setting up prices and discounts for Products, Vendors, and Customers (or groups of Products, Vendors, and Customers). Trade agreements can be set up in a lot of different ways, with varying results. In a previous post, I showed how to set up a price for an item that applied to a vendor group. In this post, I will set up a discount in Dynamics AX 2012 for an item that applies to a vendor group. Trade agreements are managed by setting up price/discount agreement journals.

Navigate to Sales and marketing > Journals, or to Procurement and sourcing > Journals, and select Price/discount agreement journals and select “New.” We will be creating a discount journal:

Trade Agreements - Discounts

We create a journal line assigned to a Vendor Group and to an Item: The discount is 10% and we must buy 10 to get the discount. We will have this apply to all items:

Trade Agreements - Discounts

Now we validate and post the journal, then we will create a PO for a vendor in Line discount group 02 to show how the discount behaves

Find a vendor in Line discount group 02:

Trade Agreements - Discounts

We picked Datum Receivers, US-105.

Enter a PO: Order 4 different items, 4 each

A0001, Unit Price $10.00.

A0002, Unit Price $20.00

C0001, Unit Price $39.95

C0002, Unit Price $49.95

Note that the full price is charged on each line:

Trade Agreements - Discounts

Now, let's bump the quantities up past 10 on a couple of lines:

Trade Agreement - Discount

As we can see, line quantities below the discount level retain the full price for that line. Line quantities at or above the threshold have the discount applied. Note that this same approach applies to the sales side as well.

The next blog in this series will deal with multi-line discount setup and processing.

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