Suggested by Renato Gattai – Under Review
Hi,
I'd like to suggest a feature to the Trade Agreements functionality. Sometimes Trade Agreement lines are created without specifying a value in the "To date", meaning that these prices will be active indefinitely. I suggest that a check box is available in the Trade Agreement Journal Line and if such option is set to 'Yes' the system will then retire any existing active trade agreement for the given scenario.
The objective is to allow users to deactivate existing active trade agreements by posting a new one. The new feature (if developed in form of a checkbox/option) must also be available in the data entity "Open Sales Price Journal Lines".
This feature should also be extended to all Trade Agreement relations:
Purchase Price and Discount
Sales Price and Discount
Status Details
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Voted up. Should be doable; please refer to existing 'Expire previous trade agreements' slider in retail Category pricing rule functionality.
This is a great suggestion and much needed. I have seen many clients customize this.
This has been a need for our users also! They spend a lot of extra time searching to find existing trade agreements with the same criteria, bringing them into the journal using the "Select" button, then use "Copy and Revise" to make a new journal line with new From date, and then they have to changie the TO DATE on the selected ones manually. If it's not done precisely correctly, you end up with another new Trade Agreement instead of an update to the old one, so you have not two but three in the end! It's impossible to tell in the journal which are the lines that were "selected" and which are the lines that were "copied". The users would like the system to find the existing TA's and end-date them automatically to save time and avoid mistakes.