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:

1. • • 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:

2. Path: Procurement and Sourcing -> Setup -> Price and Discounts -> Activate Price/Discount ->
3. 2. Fast Tab to Multiline discount (Select what applies for discount) 
   

   3. Create Trade Agreement Journal:

4. 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:

5. 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!