contract paper and a mans hand

October 27, 2017 - By Remington Hall

Price/discount agreement journals are one of the most powerful journals to be used in Dynamics AX and they are easy to setup and maintain.

When implementing Dynamics AX for a client the four fields in these journals that I get asked the most about are the Relation, Account Code and Item Code fields as well as the Find next option. I’ll group the Account Code and Item Code fields together for simplicity. Both the Account Code and Item Code fields have three options available to them All, Group and Table.

 All – This will make it so that the agreement applies to all customers or all items

        Group – This will make it so that the agreement applies to a specific group of customers, vendors or items.

The customer group can be setup in the Sales & Marketing module and then will be assigned to the customer in the Sales order defaults section of the customer setup. This can also be set on a sales order itself.

The vendor group can be setup in the Procurement & Sourcing module and then will need to be assigned to the vendor in the vendor setup or at the time of creating a purchase order.

Table – This allows you to select one specific customer, vendor or one specific item.

These three options can be used together in any combination to allow flexibility.

In the Relation field, there are nine options available. When one is selected it will determine which other fields are available for data entry in the form. For example, if you select Price (sales) then the Discount percentage 1 and Discount percentage 2 fields won’t be available for entry.

  1. Price (purch.) – New purchase orders use the price that is specified for the item that you select in the Item relationfield. The price is evaluated when the journal is posted.
  2. Line disc. (purch.) – New purchase orders use the specified line discount when the journal is posted.
  3. Multiline disc. (purch.) – New purchase orders evaluate the price that is specified for the item relations that you select in the Item code and Item relation fields. The price is evaluated when the journal is posted.
  4. Total disc. (purch.) – New purchase orders evaluate the price that is specified for the item relations that you select in the Item code and Item relation fields.
  5. Price (sales) – New sales orders evaluate the price that is specified for the item that you select in the Item relationfield.
  6. Line discount (Sales) – New sales orders evaluate the specified line discount.
  7. Multiline disc. (sales) – New sales orders are set to the price that is specified for the item relations that you select in the Item code and Item relation fields.
  8. Total disc. (Sales) – New sales orders evaluate the price that is specified for the item relations that you select in the Item code and Item relation fields.
  9. Postage discount – This will be covered in a future post.

Further details on these relations can be found at https://technet.microsoft.com/en-us/library/aa553463.aspx

The Find next checkbox will be used to find the lowest possible price. There are nine possible combinations that AX will search to find the lowest price. The table below lists the combinations and their priority. The lower the number the higher the priority.

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