Price and discount trade agreement in Avensia Storefront

Trade agreement allows for advanced price structures. A trade agreement is defined in Dynamics AX and Dynamics 365 for Finance and Operations and defines the price for one or more products related to one or more customer or vendor. Trade agreements are created through a trade agreement journal. A trade agreement has one or more lines that define a customer or a group of customers, a product or a category of products and the price for this combination. One trade agreement can have one or more lines.

Storefront 365 starter site supports all combinations of trade agreement in Dynamics ERP. Storefront 365 starter site uses Dynamics Commerce Runtime (for AX 2012 R3) and Dynamics Retail Server (for D365) for all price calculations, which means that all price logic is handled by Dynamics without any interference of the web portal.

When the product catalog is imported to the search index, the base price of each product is imported for instant access in search result pages and category pages. When a trade agreement is used that affects the logged in customer in a B2B scenario, the base price most certainly differs from the trade agreement price and can’t be used. In those cases, the search result must be extended to fetch the price from Dynamics using a method that gives the best performance possible. This scenario differs from every customer installation made.

Create a trade agreement

Open a released product that is available in the retail online channel, and click the Create Trade Agreement button. In the price/discount agreement journals form, click the New-button in the toolbar and select a Retail journal. Then click the Lines-option in the toolbar.

In the Journal lines form, the trade agreement options are created. The columns Account Code and Item Code determine how the trade agreement line will be related. There are three options in the Code-column that determines how the Account Selection and Item Relation will be filled.

All. Selecting all will create a line that will affect all customers, vendors or items.
Group. By selecting Group the selection of customer group or price group will be enabled.
Table. By selecting Table the selection of one customer, vendor or item will be enabled.

Depending on the item selection, the trade agreement line can be defined as a combination of variant dimensions. A trade agreement line can also be defined per site and warehouse and per unit or count of units and currency. The trade agreement lines then can be combined into a trade agreement that defines very complex price structures.

In the footer of the form, the trade agreement line can be defined to be valid a period of date.

Create a trade agreement for one customer and one product

To create a trade agreement for one customer, select Table in the column Account Code. This will enable the column Account Selection to display a list of all customers. Select the customer that will have the new price.

Select Table in the column Item Code to enable the item selection in column Item Relation. Select one product for the trade agreement.

Create a trade agreement for one customer group and one product

To create a trade agreement for one customer, select Group in the column Account Code. This will enable the column Account Selection to display a list of all price groups. Select the price group that will have a new price.

Select Table in the column Item Code to enable the item selection in column Item Relation. Select one product for the trade agreement.

Create a trade agreement for one customer and many products

Select Group in the column Item Code to enable the item selection in column Item Relation. Select one price group for the trade agreement.

Create a trade agreement for all customers and one product

To create a trade agreement for one customer, select All in the column Account Code. This will disable the column Account Selection.

Select Table in the column Item Code to enable the item selection in column Item Relation. Select one product for the trade agreement.

Send trade agreement to the channels

When the trade agreements are defined and the journal has been posted, the trade agreement information must be sent to the channel databases of all channels affected by the agreement. Execute Distribution schedule job 1100 to send the new trade agreements to the channels. When the trade agreements have been applied to the retail online channel, it will instantly be available in Storefront 365. There is no import needed since Storefront 365 starter site uses the Commerce Runtime or Retail Server for all price calculations.