Waris Khan

  Trade Agreement in AX 2012 Today in this post we will discuss about the functionality of  Trade Agreements  in AX 2012. There are many organizations in the market who gives high priority to their certain vendors or customers. And as per the priority both of them deal with the agreements which we call it as Trade Agreements. Thus Trade Agreements are fixed price or discount agreements that are set up for customers or vendors for the sales or purchases of the products. Trade Agreement in AX 2012 is of four types which are applicable for both purchases and sales types. They are:- 1)      Price 2)      Line discount 3)      Multiline discount 4)      Total discount NOTE : Before studying it in details, we need some set ups.  Firstly  we have to activate the Trade agreements. To activate it go to Procurement & Sourcing  >  Set up  >...

  Sales and Purchase Price Trade Agreements in Microsoft Dynamics AX 2012 In Microsoft Dynamics AX 2012 the Trade Agreements feature allows predetermined pricing agreement prices to be automatically populated on the sales order or purchase order line. This document will also discuss groups which can be used to simplify and expedite the Trade Agreement creation process. Sales Price and Purchase Price Trade Agreements 1. In order to use Trade Agreements for purchase price they must first be activated. They can be activated by navigating to  Sales and Marketing > Setup > Price/Discount > Activate Price/ Discount for Sales Price and Procurement and Sourcing > Setup > Price/Discount > Activate Price/Discount for Purchase Price Agreements. 2. Mark the checkbox for each type of agreement across each tab that corresponds to a desired type of sales price trade agreement. 3. Groups can be created to make the allocation of items to a customer easier. Groups can be creat...

  Defining business process workflows for purchase requisitions Table of Contents Overview of purchase requisition review workflow .. 3 Purchase requisition workflow in Microsoft Dynamics AX . 3 Scenarios of purchase requisition review processes with Microsoft Dynamics AX   5 Importing predefined purchase requisition workflows . 5 Example: Leverage Microsoft Dynamics AX sample workflows . 5 Example: Reuse proprietary workflows . 6 Defining a purchase requisition workflow from scratch . 6 Example: Demonstrate workflow authoring . 6 Automatic purchase requisition approval 6 Example: Bypass purchase requisition review during initial implementation phase . 7 Example: Bypass purchase requisition review based on spending limits . 8 Document-level purchase requisition review .. 8 Example: Document-level review design-time experience . 8 Example: Document-level review run-time experience . 10 Line-item purchase requisition review .. 10 Example: Line-i...