Configure and use agreements in Dynamics 365 Supply Chain Management

Functional Consultant
Business User
Dynamics 365
Supply Chain Management


You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

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.

Learning objectives

In this module, you will:

  • Maintain trade agreements.
  • Configure smart rounding.
  • Create sales agreements.
  • Use procurement policies.
  • Create purchase agreements.
  • Configure trade allowance.
  • Configure brokerage.
  • Configure royalties.
  • Configure rebates.
  • Learn about the Rebate management module.


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