D365 Finance & Operations and Dynamics AX Forum

Hi,

We have trade agreements set up for parts that we make with the individual price changing depending on how many the customer orders - e.g.

0 to 200 parts - £2.94 per part
201 to 400 parts - £2.69 per part
401 to 2500 parts - £2.62 per part

This is all setup and we are happy with it. My question is, we can have a customer who will order 1500 parts at £2.62 but will want them at 300 per month over 5 months. When we enter the 5 sales order lines onto the system the price comes through at £2.69 as we are creating a line for 300. We work in a busy office and sometimes the person putting the orders on miss the price anomaly and this then has to be sorted by the finance team further down the line.

Is there anyway that the trade agreement can be setup to take out the possibility of human error.

Thanks in advance
Fraser

------------------------------
Fraser Kidd
Livingston Precision Engineering (Ltd)
Livingston
------------------------------

Hi Fraser.
Have you tried to make a delivery schedule?

'Sales order line/New/Delivery schedule'

------------------------------
Glenn Linaa
Tasklet Factory Mobile WMS
aalborg, Denmark
------------------------------

Original Message:
Sent: Aug 21, 2019 03:49 AM
From: Fraser Kidd
Subject: Trade agreement call off

Hi,

We have trade agreements set up for parts that we make with the individual price changing depending on how many the customer orders - e.g.

0 to 200 parts - £2.94 per part
201 to 400 parts - £2.69 per part
401 to 2500 parts - £2.62 per part

This is all setup and we are happy with it. My question is, we can have a customer who will order 1500 parts at £2.62 but will want them at 300 per month over 5 months. When we enter the 5 sales order lines onto the system the price comes through at £2.69 as we are creating a line for 300. We work in a busy office and sometimes the person putting the orders on miss the price anomaly and this then has to be sorted by the finance team further down the line.

Is there anyway that the trade agreement can be setup to take out the possibility of human error.

Thanks in advance
Fraser

------------------------------
Fraser Kidd
Livingston Precision Engineering (Ltd)
Livingston
------------------------------

Hi Glenn,

Many thanks for the response, I have looked at using the Delivery Schedule and it looks like this is exactly what we are looking for.

Cheers
Fraser

------------------------------
Fraser Kidd
Livingston Precision Engineering (Ltd)
Livingston
------------------------------

Original Message:
Sent: Aug 21, 2019 03:56 AM
From: Glenn Linaa
Subject: Trade agreement call off

Hi Fraser.
Have you tried to make a delivery schedule?

'Sales order line/New/Delivery schedule'

------------------------------
Glenn Linaa
Tasklet Factory Mobile WMS
aalborg, Denmark

Original Message:
Sent: Aug 21, 2019 03:49 AM
From: Fraser Kidd
Subject: Trade agreement call off

Hi,

We have trade agreements set up for parts that we make with the individual price changing depending on how many the customer orders - e.g.

0 to 200 parts - £2.94 per part
201 to 400 parts - £2.69 per part
401 to 2500 parts - £2.62 per part

This is all setup and we are happy with it. My question is, we can have a customer who will order 1500 parts at £2.62 but will want them at 300 per month over 5 months. When we enter the 5 sales order lines onto the system the price comes through at £2.69 as we are creating a line for 300. We work in a busy office and sometimes the person putting the orders on miss the price anomaly and this then has to be sorted by the finance team further down the line.

Is there anyway that the trade agreement can be setup to take out the possibility of human error.

Thanks in advance
Fraser

------------------------------
Fraser Kidd
Livingston Precision Engineering (Ltd)
Livingston
------------------------------