Configure and use agreements in Dynamics 365 Supply Chain Management

Intermediate
Functional Consultant
Business User
Dynamics 365
Supply Chain Management

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, seeĀ Dynamics 365 Licensing Update.

Companies negotiate and agree on certain terms to fix the price of items. These agreements help businesses make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies might be entitled to receive rebates or gain royalty rewards, which can be converted to a credit note.

In this module, you will learn how to:

  • Maintain trade agreements.
  • Configure smart rounding.
  • Create sales agreements.
  • Use procurement policies.
  • Create purchase agreements.
  • Configure trade allowance.
  • Configure brokerage.
  • Configure royalties.
  • Configure rebates.

Prerequisites

  • General knowledge of supply chain management
  • General knowledge of inventory procedures
  • Ability to use Dynamics 365 Supply Chain Management for basic processing