Price/discount agreement journals (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Journals > Price/discount agreement journals.

–or–

Click Procurement and sourcing > Journals > Price/discount agreement journals.

Use this form to create and maintain multiple trade agreement journals.

To create a journal, select a journal name and enter a description of the journal. When the journal is created, click Lines to open the Journal lines, price/discount agreement form. You can use this form to view, modify, or create trade agreements.

Price and discount information that is set up in the Price/discount form is used on sales orders and purchase orders. This information is used when you enter order lines and calculate discounts.

Before you set up prices and discounts in the Price/discount form, follow these steps:

  • In the Activate price/discount form, enable the combinations of price agreements to work with. For more information, see Activate sales price/discount (form).

  • Set up price and discount groups if you want to create prices or discounts for groups of customers, vendors, or items. You set up the price groups in the Customer price/discount groups, Vendor price/discount groups, and Item discount groups forms.

  • Assign the groups to customers, vendors, or items in the Customers, Vendors, or Released product details forms. For more information, see Customers (form), Vendors (form), or Released product details (form).

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview

View an overview of the trade agreement journals.

General

View a more detailed overview of the selected trade agreement journal.

Button

Button

Description

Lines

Open the Journal lines, price/discount agreement form, where you can view, modify, or create trade agreements when the journal is created.

Fields

Field

Description

Show

Select the journal names to display in the form. The following options are available:

  • All – Display all price and discount agreement journal names.

  • Open – Display the price and discount agreement journal names that have not been posted.

  • Posted – Display the price and discount agreement journal names that have been posted.

Name

Select a trade agreement journal name.

Price/discount journal number

The trade agreement journal number. This number is specified by the system.

Description

A description that explains the context of the journal name.

Posted

If this check box is selected, the journal has been posted.

Date

The date of the final entry for a journal that has been posted.

See also

Trade agreement journal names (form)

Trade agreements (form)

Select trade agreements (class form)

Journal lines, price/discount agreement (form)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).