Number circles automatically assign identification numbers to purchase agreements in the “sales agreement” or “sales agreements” form on the sales form. Before you create new purchase agreements or sales contracts, take the next steps to set up a numbering circuit. In the following example, I used the value commitment for the agreement. As you can see, if a position is added to the agreement, I can only enter a net amount representing the financial commitment for all products. Scenario: Automatically create a sales contract with a sales contract based on an IC relationship (in my case, USMF is the sales company and DEMF the buying company). 3) Access DEMF -> purchase and purchase -> installation – > sales contract – > classification of the sales contract and choose the type of agreement classification you want the automatic sales contract to be established – call it “General Purchases.” For purchase contracts, select the number number in the Purchase and Purchase Settings form: You establish a sales contract for a specific debiteur; For a range of dates of/to the other, you can use a title for agreement in the occupied Site field and a reference to an external document (the contract) in the external reference field s. Activate the manual checkbox so that purchase contract identifiers or sales contract identifiers can be manually entered. For more information on the fields of this form, see the number circles (list page). The purchase contract must be put in place on Status – Effective before being used by the system. Figure 7: Inquire about the order under the purchase agreement The UK price (list or trading price) comes from a sales agreement (or the scope of sale in the base of the item) and our position delivery comes from the online sales contract.
All sales (and purchase) price and discount agreements are stored in the same table and use the familiar “Table/Group/All” hierarchy. Purchasing agreement classification: Select a classification for the agreement. Depending on the company`s specific values, each classification may have different requirements for the agreement. B, for example, the registration of subcontractors in agreements, access to insurance policies, the requirement for direct billing and the prevention of the use of unlocking contracts. The article How to create a sales contract in AX 2012 was first posted on AXMentor. I tried to automatically create a sales agreement from a sales contract with the “Generate the Sales Agreement” button (to be found in the Intercompany section of the action zone in the event of a sale agreement announcement). 4) If selected, click on the external codes and you will find that the “IC” code is also available here because the table is global external codes. Select the “IC” code and click on the general tab and add the same value that was added previously in the “IC Sales Agreement” section: “IC Value.” To set contract types for a specific area scheme, click Translate to open a form in which you can create a name by language. The “standard commitment” type controls whether you add item numbers or sales categories to the contract line and if you can specify a net amount, a unit price or a percentage discount.