Manual Import Sales Trade Agreement

Create and post a new trade agreement journal

1. Go to Sales and marketing > Prices and discounts > Trade agreement journals.

2. Select New.

3. In the Name field, select the drop-down button to open the lookup. In the list, find and select the desired record.

4. On Action Pane, select Lines.

5. In the Party code type field, select Table. In this example, you’re updating the price for a specific customer, which means you must choose Table. If you were updating the product’s list price, you would select All, so that the new price is valid for all customers. If you were differentiating prices among different customer segments, then you would select Group. To select Group, you must have set up customer price groups.

6. In the Account selection field, select the drop-down button to open the lookup. In the list, find and select the desired record for group or table.

7. In the Product code type field, select Table. When you’re entering a trade agreement of type Price (sales), you must select Table in the Product code type field. This is because a price is an absolute value and can’t be the same for all products or a group of products.

8. In the Item relation field, select the drop-down button to open the lookup. In the list, select the product you want to include in the agreement.

9. In the From field, enter a minimum quantity.

• If the customer must order a minimum quantity before they can qualify for the new price, then you need to specify that quantity here.

• Enter a value in the To field to specify the maximum quantity above which the agreement’s price won’t be valid. If you offer prices and discounts based on multiple quantity breaks, then specify each quantity bracket as a pair of minimum and maximum quantity in the From and To fields respectively.

10. In the Amount in currency field, enter a price.
11. Under the Details section, in the From date field, enter a date from which this agreement will be valid.
12. Select Save.
13. Select Validate.
14. Select Post. View trade agreements for a product
15. Go to Product information management > Products > Released products. In the list, find and select the product whose price you have just updated.
16. On the Action Pane, select Sell. Select View trade agreements. Review the details of the price trade agreement you have just created.