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Set up information for trade allowance agreements

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

The procedures in this topic explain how to set up the information that you need in order to create trade allowance agreements. A trade allowance agreement is an agreement between a producer and a distributor to temporarily reduce prices for items or services. This temporary reduction allows the distributor to offer a sale or promotion to customers for a limited time. The information that you enter by using these procedures becomes options that you can select in the form that you use to set up a trade allowance agreement.

Prerequisites

Before you set up trade allowance agreements, you must create customer category hierarchy groups. For more information, see Set up customer category hierarchies for trade allowance.

Set up periods for trade allowance agreements

Use this procedure to set up periods during which a promotion or sale will be active. For example, every year you may offer a New Year’s promotion that is available from December 26 through January 5.

  1. Click Trade allowance management > Setup > Trade allowance agreement period.

  2. In the Trade allowance agreement period form, click New.

  3. In the Trade allowance agreement period field, enter the name of the period. For example, New Year’s Celebration or Summer sale.

  4. On the Dates FastTab, in the Order field group, enter the first and last date on which a customer can order an item to qualify for the promotion.

  5. In the Request field group, enter the first and last date on which an item can be shipped to qualify for the promotion. For example, if the trade allowance agreement period is active between 1 May, 2014 and 30 June, 2014, your organization might determine that the ship dates can fall outside of the trade allowance agreement period.

  6. In the Requested receipt field group, enter the first and last date on which an order can be entered for receipt to qualify for the promotion. Following the example above, with a trade allowance agreement period between 1 May, 2014 and 30 June, 2014, your organization might determine that the customer receipt dates can extend the period end date by two weeks, or 14 July, 2014,

  7. In the Performance field group, enter the first and last date that any action can be taken in order to receive a lump sum payout from the promotion.

Set up marketing objectives

Use this procedure to set up marketing objectives or explanations of the promotions and sales that are offered by your organization. For example, you might create an objective called End of summer special that includes a description of Discounts for all summer apparel.

  1. Click Trade allowance management > Setup > Marketing objective.

  2. In the Marketing objective form, click New.

  3. In the Marketing objective field, enter the name of the objective, and then add a brief description or explanation of the objective.

Set up categories for merchandising events

Use this procedure to set up categories for the merchandising events held by your organization. For example, you might create a category for holiday discounts, a category for seasonal sales, and another for yearly discount savings.

  1. Click Trade allowance management > Setup > Merchandising event category.

  2. In the Merchandising event category form, click New.

  3. In the Category field, enter the category name for the event and then enter a brief description of the category.

  4. In the Default type field, select the category type for the event.

See also

Create a trade allowance agreement