How to delete a Posted Trade Agreement Journal in Ax 2012


Post a new trade agreement journal by navigating to Sales & Marketing -> Journal -> Price/Discount Agreement Journal.

Steps:

  1. Click New
  2. Go to Lines
  3. Create a new line with the combination of Vendor and Item
  4. Post the journal.

Refer the screen print;

Posted TA

Once journal is posted, again navigate to Sales & Marketing -> Journal -> Price/Discount Agreement Journal and recall the previously posted journal.

Steps:

  • Create a new journal
  • Click ‘Lines’
  • Click action menu ‘Select’

A new Select query form is opened;

Select following criteria, and say ‘Select’

Select Query

 

 

 

 

 

 

 

 

System publish all the posted transactions with in the selected date interval with the above combination of Vendor and Item (in our case since we have only one posted transactions, it would publish only one record);

Select Posted Trans

 

Click Action menu ‘Select all agreement to be Deleted’;

Select Agree To Jo

 

 

Once ‘Select all agreement to be Deleted’ is clicked, system pop ups the following message;

Deletion Confir

 

 

 

Click ‘Ok’ and Post the journal.

To confirm that trade agreement is deleted, navigate to Released product details form (Product information management -> Common -> Released Products), select item 01.

Select Action menu ‘Purchase’ and Click ‘View Trade Agreements’, there should not be any record.

To double confirm that posted agreement is deleted, navigate to table ‘PriceDiscTable’ , and search TA transaction for the above said Vendor and Item combination, there should not be any record.

 

Note: The above functionality deletes the posted agreement, still the reference of deleted transactions remain in the system. To find out all¬†Posted trade agreement transactions (included deleted ones), navigate to table ‘PriceDiscAdmTrans’.

 

Happy Learning!

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