Creating and posting Trade Agreements through X++ code in Microsoft Dynamics AX 2012    

  • By Aleks Azarchankau
  • 28 Nov, 2017
In this blog, we will be discussing how to create and post trade agreements in Microsoft Dynamics AX via X++ code. This will be done via the PricePriceDiscJournalService , which is an AIF service.

Step 1: 

In the Procurement and sourcing module, click on “Procurement and sourcing parameters”

Step 2: 

Under the AIF tab, ensure you have selected the name of the Price/discount agreement journal. This will be the name of the journal that is used by default when we create out trade agreement.

Step 3:    

The following piece of code will handle the creation of the trade agreement. Make sure you substitute the placeholder values in this example with your own (InventDimId, ItemId, Currency, etc)

Step 4:

To get your trade agreement to Auto-Post, you will want to modify the “priceDiscAdmCheckPost” method in the “AxdPriceDiscountJournal” class:

Set the Boolean parameter value to “false” and you’re all set!

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Inventory planners have a tough job, they need to make decisions on inventory based on incomplete data, for multiple items and warehousing locations. AX Forecasting is designed to help remedy some of the guess work by allowing customers to inform you of their expected needs, avoiding supply headaches and surcharges for late deliveries.

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Convenience:  We give you an opportunity to learn from the comfort of your home, office, or client location. If you have an internet connection you are ready to learn!


Clarification:  Opportunity to ask questions with interactive, hands on answers.


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Knowledge: Gaining knowledge on something you weren’t familiar with before can always be beneficial whether it be applicable in the present or the future: Knowledge is power!


Learn from the Pros: Since webinars are time saving, companies are able to get their most knowledgeable employees to participate/ present these online presentations.


Just the beginning:  After attending a webinar, you are able to see if the topic is suitable for you. If so, we are able to simply schedule a more in-depth call or webinar with you individually.


Relevant Topics: You are able to know exactly what we will be discussing in the webinar before attending, if you see that you are not suitable for the webinar it is much easier exiting a tab than driving back to the office.

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When it comes to taxes in Sage 300 ERP, there are 4 main steps that need to be done

1. Tax Authorities – This is where you create the individual tax code with a configuration that will define whether the tax amount is to be added to the cost or has to be expensed out with it comes to purchasing. We also assign the liability account that will be used for transactions

2. Tax Classes – This is where you define the classes for each individual authority which is setup in step 1. Typically, it will have two classes one will be “taxable” and the other “non-taxable” this will be setup for Sales/Purchases, Customers/Items and Vendors/Items

3. Tax Rates – This is where you will define the rate of which the authority will calculate at for both Sales and Purchases

4. Tax Groups – This is where we can assign multiple tax authorities together as some transactions may need to have multiple tax codes calculate at once. This will also need setup for both Sales and Purchases

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This report can be used to view the Gross Margin per Customer. It can also be used to view Sales for a particular day or date range. You can filter the report to show all customers, specific customer, Sales Order or even Item.

By Aleks Azarchankau 28 Nov, 2017
In this blog, we will be discussing how to create and post trade agreements in Microsoft Dynamics AX via X++ code. This will be done via the PricePriceDiscJournalService , which is an AIF service.
By Semra Tuzin 23 Nov, 2017

1.     General ledger  > Periodic  > Journals  > Periodic journals .

2.     Click on New.

3.     In the dropdown under Name click GLRECURRIN journal type.

4.     In the top ribbon click Lines.

5.     Click New.

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command, Ctrl T.

Take Customer Transactions as an example:

Navigate to the ALL Customers – Highlight the customer account to review the Transactions. And Select the Transaction Button

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When Implementing a new solution like Sage 300 or Microsoft Dynamics look at funding options for your business in Canada.

A funding program we partner with is the Canada Job Grant (CJG),  it helps cover training costs during an implementation based on the number of employees on staff and involved in the ERP Software training.  

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1.       Accounts Receivable > Common > Customers > All Customers

2.       Double click the “Child” Customer. In this example the child is ABC Company 2 and the parent is ABC Company.

3.       Click Customer > Edit

4.       Scroll to the bottom and select the Invoice and Delivery tab

5.       Click on the dropdown menu and select the “Parent” Company

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