Set up a trade allowance agreement for a promotion [AX 2012]

Updated: June 24, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to create a trade allowance agreement. A trade allowance is similar to a monetary reward where the customer is paid based on their performance during the promotion and sales of an agreed upon item or items. When your organization has contracted the funds to provide a promotion for one or more customers, you set up and define the promotion as a trade allowance agreement.

The following table shows the prerequisites that must be in place before you start.



Setting up trade allowances

Set up information for trade allowance agreements

Set up trade allowance funds

This procedure explains how to create a trade allowance agreement.

  1. Click Trade allowance management > Common > Trade allowance agreements.

  2. On the Trade allowance agreements list page, on the Action Pane, in the New group, click Trade allowance.

  3. In the Trade allowance agreements form, verify that Header view is selected on the Action Pane.

  4. On the General FastTab, enter the following information:

    1. Enter a brief description and any additional details about the promotion.

    2. Select the currency and the marketing objective, and, in the Owner field, enter the name of the worker who is responsible for the promotion.

    3. In the Dates field group, select the trade allowance agreement period, or, in the Order from and Order to fields, enter the first and last dates that the trade allowance agreement is active.

    4. Enter additional date information in the remaining date fields.

    5. In the Analysis field group, enter the unit type of the item for the promotion. This is the unit type that will be used in the planned analysis of the promotion.

    6. In the Base units field, enter the quantity that is typically ordered by the customer when there is no promotion.

    7. In the Lift percent field, enter the planned net increase in sales that will result from the promotion.

    8. In the Promotional ship quantity form, enter the total number of items that will be shipped throughout the duration of the promotion.

  5. On the Customers FastTab, in the Hierarchy filter, select a customer hierarchy group.

  6. In the list that is shown, select the customers that you want to add to the promotion, and then click >.

  7. On the Items FastTab, click Add products to add one or more items to the promotion, and then enter or select the appropriate item information.

  8. On the Funds FastTab, click Add line to add a trade allowance fund. Select the fund for the promotion, and, in the Event cost allocation % field, enter the percentage of event costs that will be taken from the selected fund.


    You can use more than one fund to cover the costs of a promotion.

  9. On the Action Pane, click Line view to add more detailed line information about the promotion.

  10. On the Merchandising event FastTab, click Add line, and then enter a description of the merchandising event.

  11. In the Category field, select the merchandising event category.

    The corresponding merchandising event type is automatically added in the Default type field.

  12. Enter any additional information for the promotion.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.



Configuration keys


Call center

Security roles

Marketing manager

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