Multiline Trade Agreement Purchasing Discount in Dynamics AX 2012
In Dynamics AX 2012, Multiline trade agreements are used in purchasing multiple items to provide a discount for an individual, group or all items which apply to:
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- an individual client or vendor
- a group of clients or vendors
- or all clients or vendors
Multiline Trade Agreement Purchasing Discount Scenario:
For this example, company X wants its vendor discount to be automatically set in Dynamics AX 2012 before they complete their purchasing order. This company will be purchasing multiple items from a specific vendor and will receive a discount for the purchase of multiple items. For example, purchasing 0-100 units from this vendor will give them a 5% discount, if they purchase 100-500 items, they will receive a 10% discount and if they purchase over 500 items, they will receive a 20% discount. Keep in mind they have to purchase two separate items; hence the name multiline discount.
1. Activate Price Discount:
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- Path: Procurement and Sourcing -> Setup -> Price and Discounts -> Activate Price/Discount ->
- 2. Fast Tab to Multiline discount (Select what applies for discount)
3. Create Trade Agreement Journal:
- Path: Sales and Marketing -> Setup -> Price/Discounts agreement journals4. Select New5. Select Name and Select Multiline Purchase Discount
6 – Select Lines
7 – In Relation field, select Multiline disc. (purch.
8 – In Account code, select table
9 – In Account selection, select your Vendor
10 – In Item code, select all
11 – Find the discount
12 – In the To and from box’s input, enter the first interval (I entered the From as 0 units and the To as 100 units)
13 – In the bottom of the page, enter the discount percentage in Discount percentage 1
14 – Repeat steps 12 and 13 for the next intervals
15 – At the top of the page, validate all lines of the multiline discount
16 – Now post the multiline discount
To check your multiline discount posted:
- 17 – Path: Accounts payable -> Common -> Vendors -> All Vendors18 – Select the vendor from step 919 – Switch to the procurement fast tab20 – Select Trade agreements (Your Multiline discount should show up on this page)
Create Purchase Order on Multiline discount:
21 – Path: Procurement and sourcing -> Common -> Purchase orders -> All Purchase Orders
22 – New Purchase Order
23 – Select Vendor Account used in step 9 and step 18
24 – Under purchase order lines, Add line
25 – Enter item and fill in required fields
26 – Add a different item and fill in required fields (Can do this step as many times as you want)
27 – Go to Purchase fast tab
28 – Under Calculate, select Multiline discount (this creates the discount)
29 – Under the purchase fast tab, select Confirmation
If you are looking for more answers on multiline trade agreements or Dynamics AX in general, contact us at Stoneridge Software!
