Set up broker contracts [AX 2012]

Updated: June 10, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up a broker contract that specifies the commission that a broker vendor receives for the sale of items or groups of items. For example, you might have a contract with a broker that states that every time a specific model of television is sold, the broker receives a percentage of the sales price. Commissions can be calculated based on a fixed amount, a percentage, or an amount per unit.

Before you set up a broker contract, you must enable price details in sales orders and purchase orders. For more information, see Enable price details on orders.

Use this procedure to set up a broker contract. You can define a contract based on a single item, an item group, or all items. When a worker creates a sales order, a broker contract can be assigned to the sales order as necessary.

  1. Click Accounts payable > Common > Broker > Broker contracts.

  2. In the Broker contracts form, click Create a new record, and in the Broker contract ID field, enter a contract ID.

  3. In the Description field, enter a brief description of the contract and then, in the Broker vendor account field, select the account number for the broker.

  4. Select the start date and end date of the broker contract, and then, in the Charges code field, select the charge code to be applied to the contract.

  5. In the Category field, select whether the contact is based on a per-unit amount, a percentage of the sales price, or a fixed amount.

  6. In the Charges value field, enter the percentage or amount that the broker will receive and then, in the Charges currency code field, select the currency in which the broker is paid.

Use this procedure to add items to a broker contract.

  1. Click Accounts payable > Common > Broker > Broker contracts.

  2. In the Broker contracts form, select the contract to add lines to, and in the Contract details pane, click Add line.

  3. In the Item code field, select how items are added to the broker contract:

    • Table – The broker contract applies to a single item.

    • Group – The broker contract applies to an item group.

    • All – The broker contract applies to all items.

  4. If you selected Table or Group in the Item relation field, select the appropriate item or item group.

  5. In the Account code field, select the customer groups to which this contract will be applied, and then select the appropriate customer information in the Account selection field.

  6. In the Charges code field, select the charge code to be applied and then, in the Break type field, select whether the agreement is based on unit quantity or unit cost.

  7. In the Break field, enter the agreement amount or quantity for the selected break type.

  8. In the Category field, select the value that will be used to calculate the fee and then, in the Charges value field enter the percentage or amount that the broker will receive.

  9. In the Sales tax group field, select the appropriate sales tax group, and then, in the Charges currency code field, select the currency for the contract line.

  10. In the Broker contracts pane, in the Status field, select Approved.

Category

Prerequisite

Configuration keys

Call center, Broker

Security roles

Retail catalog manager, retail operations manager and retail sales manager


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