Trade configuration key (LogisticsBasic)

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Trade configuration key controls access to all the main features for sales and purchase orders, procurement and sourcing, and products and items. The Enterprise Portal features that are associated with these areas of Microsoft Dynamics AX are also controlled by this configuration key.

The Trade configuration key also controls access to some features in the Call center module.

Note

This configuration key should always be enabled to support tasks in the trading industry. If the key is not enabled, fundamental tasks such as order processing and item and product maintenance cannot be accomplished.

You cannot enable or disable this key in the License configuration form.

Forms enabled by the configuration key

The forms that are enabled by this configuration key are located in the following areas of Microsoft Dynamics AX. The list of forms for each area is not exhaustive.

Accounts payable forms

Form

For more information

Charges transactions

Charges transactions (form)

Encumbrance summary

Encumbrance summary (form)

Open purchase order lines

(PM) Open purchase order lines (form)

Order lines

Purchase release order lines (form)

Pending vendor invoices

Pending vendor invoices (list page)

Purchase agreement

Purchase agreements (form)

(PM) Purchase agreements (form)

Purchase order

Purchase order (form)

(PM) Purchase order (form)

Select product receipt

Select product receipt - Purchase order (form)

Totals

Purchase line totals (form)

Totals

Purchase order totals (form)

Totals

Vendor invoice totals (form)

Accounts receivable forms

Form

For more information

Charges transactions

Charges transactions (form)

COD outstanding

C.O.D. (form)

Sales order

Sales orders (form)

(PM) Sales order (form)

Select packing slip

Select sales order packing slip (form)

Call center forms

Form

For more information

Detailed status

View sales order status

Notes

Add order notes

Order events

Set up order events

Override checked out user

Work with sales order holds

Sales orders on hold

Work with sales order holds

Enterprise portal forms

Form

For more information

Item

View items

Return order

Create or edit a return order

Sales order

Create or edit a sales order

Sales quotation

Create or edit a sales quotation

Product catalog

Add items to the shopping cart

Item transactions

View project transactions

Purchase order

View or modify purchase orders

Invoiced purchase orders

View or modify your vendor orders

Create credit note

Prepare a credit note

New vendor invoice

Create or maintain your vendor invoices

Signing limits

Create and maintain signing limit requests

Price agreements

View customer price agreements

Inventory management forms

Form

For more information

Box definitions

Set up boxing logic

Picking workbench

Release items to warehouse by using the picking workbench

Workbench profiles

Set up the picking workbench

Organization administration forms

Form

For more information

Locations

Hierarchy designer (form)

Signing limit parameters

Signing limit parameters (form)

Signing limit policies

Audit policies (list page)

Purchasing policies (list page)

Signing limits (list page)

Vendor invoice policies (list page)

Group

Number sequence groups (form)

Procurement and sourcing forms

Form

For more information

All requests for quotations

Requests for quotations (list page)

Backorder purchase lines

Backorder purchase lines (form)

(PM) Backorder lines-Purchase orders (form)

Delayed receipts

(PM) Backorder lines-Purchase orders (list page)

Open requests for quotations

Requests for quotations (list page)

Pending purchase orders

List pages

Purchase agreements

Purchase agreements (form)

(PM) Purchase agreements (form)

Purchase order

Purchase order (form)

(PM) Purchase order (form)

Purchasing policies

Purchasing policies (list page)

Rejected confirmation of product receipts

Rejected confirmation of product receipts (form)

Request for quotations

Request for quotation details (form)

(PM) Request for quotation details (form)

Vendor search

Vendor search criteria (form)

Product information management forms

Form

For more information

Attributes

Attributes (form)

Attribute types

Attribute types (form)

Category hierarchy

Category hierarchy (form)

Product details

(PM) Product details (form)

Product details (form)

Product dimension groups

Product dimension groups (form)

Product information management parameters

Product information management parameters (form)

Released products

(PM) Released products (list page)

Released products (list page)

Open product releases

Open product releases (form)

Released product variants

Released product variants (form)

Storage dimension groups

Storage dimension groups (form)

Tracking dimension groups

Tracking dimension groups (form)

Project management and accounting forms

Form

For more information

Item requirements

Item requirements (form)

Item transactions

Item transactions (form)

Sales and marketing forms

Form

For more information

Backorder lines

(PM) Backorder lines - Sales orders (form)

Delayed shipments

(PM) Backorder lines-Sales orders (list page)

In process sales orders

View sales order status

Item list

Set up item lists

Open sales orders for customers on hold

(PM) Sales order (list page)

List pages

Order event setup

Set up order events

Order hold

Work with sales order holds

Order hold codes

Work with sales order holds

Packing slip

Packing slip journal (form)

(PM) Packing slip journal (form)

Pending sales orders

View sales order status

Picking list

(PM) Sales history on update (form)

Quotation

Quotation journal (form)

(PM) Quotation journal (form)

Sales agreement

Sales agreements (form)

(PM) Sales agreements (form)

Sales order

Sales orders (form)

(PM) Sales order (form)

Additional information about this configuration key

The following table provides information about how this configuration key relates to other configuration keys and license codes.

Detail

Description

License code

Trade and Logistics

Parent key

None

Child keys

Bills of materials configuration key (BOM)

Charges configuration key (Markup)

Commission configuration key (Commission)

Delivery date control configuration key (SalesDeliveryDateControl)

Foreign trade configuration key (ForeignTrade)

Inventory forecast configuration key (Forecast)

Invoice matching configuration key (PurchInvoiceMatching)

Multiple ship-to configuration key (TradeMultiShipTo)

Over/Under Delivery configuration key (LogisticsOverUnderDelivery)

Packing Duty configuration key (InventPackaging)

Print management configuration key (TradePrintManagement)

Product dimension - color configuration key (EcoResProductColor)

Product dimension - configuration configuration key (Config)

Product dimension - size configuration key (EcoResProductSize)

Purchase and sales agreement configuration key (TradeBlanketOrder)

Registration/Picking configuration key (LogisticsRegistration)

Return orders configuration key (ReturnItem)

Shipments configuration key (SalesShipments)

Shipping carrier configuration key (ShipCarrier)

Transfer Orders configuration key (InventTransferOrders)

Warehouse and Transportation management configuration key (WHSandTMS)

Note

The configuration keys listed here may have additional child configuration keys. Click the link for more information about a configuration key.

For more information about how license codes and configuration keys work together, see About license codes and configuration keys.