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Journal lines, price/discount agreement (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. In the Price/discount agreement journals form, click New to add a new line, or click an existing line. Click Lines to open the Journal lines, price/discount agreement form.

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Click Procurement and sourcing > Journals > Price/discount agreement journals. In the Price/discount agreement journals form, click New to add a new line, or click an existing line. Click Lines to open the Journal lines, price/discount agreement form.

Use this form to create, edit, or copy trade agreements.

To create a new journal line, select the type of relation in the Relation field.

Important

The value that you select in the Relation field determines the fields that are available in the rest of the form.

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

Tabs

Tab

Description

Overview

View and enter information about the journal lines.

Error log

View the errors that are registered for journal lines.

Buttons

Button

Description

Post

Post the journal. The lines from the posted journal are then used as trade agreements.

Validate

Validate the journal lines.

Select

Open the Select dialog box to select the trade agreements that you want to extract to journal lines. You can modify the selected trade agreements, and then post the changes to update the trade agreements.

Adjustment

Adjust the prices or line discounts for the selected trade agreements.

Copy line

Create a copy of the selected journal line. By copying a journal line, you can create many similar lines.

Copy and revise

Create a copy of all of the journal lines in the journal, and select the fields that must be updated in the copy.

Clear journal

Clear all journal lines from the journal.

Inventory

Select the inventory dimensions that are displayed on the line. You do not have to select inventory dimensions.

Select all agreements to be deleted

Select the journal lines that you want to delete. The associated trade agreements are deleted when you post the changes.

Fields

Field

Description

Changed

An icon indicates either that the journal line has been modified, or that the journal line is new and has not yet been posted.

Relation

The origin of the line that is created on the journal line of the trade agreement.

The following options are available:

  • Price (purch.) – New purchase orders use the price that is specified for the item that you select in the Item relation field. The price is evaluated when the journal is posted.

    • If Table is selected in the Account code field, specify the vendor that the line is valid for.

    • If Group is selected in the Account code field, specify the vendor price group that the line is valid for.

    • If All is selected in the Account code field, the line is valid for all vendors.

    You can specify the item only in the Item relation field.

  • Line disc. (purch.) – New purchase orders use the specified line discount when the journal is posted.

    • If Table is selected in the Account code field, specify the vendor that the line is valid for.

    • If Group is selected in the Account code field, specify the vendor line discount group that the line is valid for.

    • If All is selected in the Account code field, the line is valid for all vendors.

    • If Table is selected in the Item code field, specify an item in the Item relation field. The line is then valid only for that item.

    • If Group is selected in the Item code field, specify an item line discount group in the Item relation field. The line is then valid only for that item line discount group.

    • If All is selected in the Item code field, the line is valid for all items.

  • Multiline disc. (purch.) – New purchase orders evaluate the price that is specified for the item relations that you select in the Item code and Item relation fields. The price is evaluated when the journal is posted.

    • If Table is selected in the Account code field, specify the vendor that the line is valid for.

    • If Group is selected in the Account code field, specify the vendor multiline discount group that the line is valid for.

    • If All is selected in the Account code field, the line is valid for all vendors.

    • If Table is selected in the Item code field, specify an item in the Item relation field. The line is then valid only for that item.

    • If Group is selected in the Item code field, specify an item multiline discount group in the Item relation field. The line is then valid only for that item multiline discount group.

    • If All is selected in the Item code field, the line is valid for all items.

  • Total disc. (purch.) – New purchase orders evaluate the price that is specified for the item relations that you select in the Item code and Item relation fields.

    • If Table is selected in the Account code field, specify the vendor that the line is valid for.

    • If Group is selected in the Account code field, specify the vendor total discount group that the line is valid.

    • If All is selected in the Account code field, the line is valid for all vendors.

    • If Table s selected in the Item code field, specify an item in the Item relation field. The line is then valid only for that item.

    • If Group is selected in the Item code field, specify an item total discount group in the Item relation field. The line is then valid only for that item total discount group.

    • If All is selected in the Item code field, the line is valid for all items.

  • Price (sales) – New sales orders evaluate the price that is specified for the item that you select in the Item relation field.

    • If Table is selected in the Account code field, specify the customer that the line is valid for.

    • If Group is selected in the Account code field, specify the customer price group that the line is valid for.

    • If All is selected in the Account code field, the line is valid for all customers. You can specify the item only in the Item relation field.

  • Line discount (Sales) – New sales orders evaluate the specified line discount.

    • If Table is selected in the Account code field, specify the customer that the line is valid for.

    • If Group is selected in the Account code field, specify the customer line discount group that the line is valid for.

    • If All is selected in the Account code field, the line is valid for all customers.

  • Multiline disc. (sales) – New sales orders are set to the price that is specified for the item relations that you select in the Item code and Item relation fields.

    • If Table is selected in the Account code field, specify the customer that the line is valid for.

    • If Group is selected in the Account code field, specify the customer multiline group that the line is valid for.

    • If All is selected in the Account code field, the line is valid for all customers.

    • If Table is selected in the Item code field, specify an item in the Item relation field. The line is then valid only for that item.

    • If Group is selected in the Item code field, specify an item multiline discount group in the Item relation field. The line is then valid only for that item multiline discount group.

    • If All is selected in the Item code field, the line is valid for all items.

  • Total disc. (Sales) – New sales orders evaluate the price that is specified for the item relations that you select in the Item code and Item relation fields.

    • If Table is selected in the Account code field, specify the customer that the line is valid for.

    • If Group is selected in the Account code field, specify the customer total discount group that the line is valid for.

    • If All is selected in the Account code field, the line is valid for all customers.

    • If Table is selected in the Item code field, specify an item in the Item relation field. The line is then valid only for that item.

    • If Group is selected in the Item code field, specify an item total discount group in the Item relation field. The line is then valid only for that item total discount group.

    • If All is selected in the Item code field, the line is valid for all items.

Note

The option that you select in the Relation field determines the options that are available in the following fields.

Account code

Select the accounts that the line is valid for. The available options are Table, Group, and All.

For more information, see the Relation field.

Account selection

Select the account or the group for the type that you selected in the Account code field.

Item code

Select the items that the line is valid for. The available options are Table, Group, and All.

For more information, see the Relation field. The Group option is used for an item discount group.

Item relation

For information, see the Relation field.

Configuration

Select the item or group of the type that you selected in the Item code field.

Size

The size of the item.

Color

The color of the item.

Site

The site where the item is stored.

Warehouse

The warehouse where the item is stored.

From

Enter the smallest quantity that the price, line discount, and multiline discount are valid for. This value is also the lower limit for the order balance for the total discount.

To

Enter the largest quantity that the price, line discount, and multiline discount are valid for. This value is also the upper limit for the order balance for the total discount.

Unit

Enter the unit ID for the selected line. For example, pcs is the unit ID for pieces.

Amount in currency

Enter the amount, in the currency that is selected in the Currency field.

Currency

Select the currency that applies to the amount in the Amount in currency field.

Attribute-based pricing ID

Select the identification for a calculation formula to use attribute-based pricing.

Dimension validation

The results of the validation of the price search dimension. The inventory dimensions are evaluated based on the setup of the price search dimensions for the dimensions groups. This field displays any issues that are found when the journal line dimensions are evaluated.

Trade agreement validation

The results of the validation of the trade agreement. To validate the trade agreement, click Validate. The validation determines whether the journal contains gaps in the dates or quantities.

Log

The error log that is attached to the journal line.

From date

Select the first date that the trade agreement is valid.

To date

Select the last date that the trade agreement line is valid.

Price charges

The fixed charges on the price. These charges are applied one time for each invoice.

Price unit

The quantity of internal units per purchase price and sales price.

Discount percentage 1

Discount percentage 1 combined with discount percentage 2.

Amount - pct. 1% - pct. 2%

Discount percentage 2

Discount percentage 1 combined with discount percentage 2.

Amount - pct. 1% - pct. 2%

Lead time

The lead time in days.

Working days

Select this check box to indicate that the lead time is defined for working days.

Include generic currency

Select this check box to guarantee that the trade agreement can be converted from generic currency to other currencies.

Note

This field is available only if you select the value Price (sales) option in the Relation field, and only if the currency is the generic currency that is defined in the Generic currency field in the Accounts receivable parameters form.

Find next

The criteria that are used to continue searching for discount combinations.

See also

Price/discount agreement journals (form)

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