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

Sales and Purchase AgreementsSales 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

ValidFrom

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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presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft

cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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