Managing and applying sales and purchase agreements in Microsoft Dynamics ® AX 2012

Sales and Purchase Agreements Sales and Purchase Agreements hold terms and commitments that are agreed with your trading partner. Microsoft Dynamics ® AX 2012 offers the following features:  Agreed terms are applied to purchase or sales order when using the agreement – e.g., prices, discount, payment terms.  The agreement is applied during order creation process – Manually apply the agreement during order creation, or create orders directly from the agreement; the agreement is automatically selected during indirect order creation as, e.g., firming planned orders or direct delivery purchase orders.  Tracking the fulfillment of the commitments – Full visibility into the sales and purchase orders that are using the agreement, tracking actual trading against the commitment.  Commitments – Can be for a quantity or an amount of a specific product, or for products within a category.  Valid period – The period for which the commitment is valid.  On hold – Ability to disable the agreement from being used during order creation.  Intercompany sales and purchase agreements – Mirror the agreement in the buying and selling company, and use in the intercompany order chain.

Using the Sales or Purchase Agreement Valid From Valid To For orders where the agreement is used, terms are applied: payment, price/discount, address Committed amount or quantity The agreement can allow the committed amount or quantity to be exceeded Tracking fulfillment

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