ERP User GuideMicrosoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations

Sales Agreements



 NOTE

You cannot use sales agreements together with the Dynamics 365 for Finance and Operations Retail discounts. If you enable retail discounts for your Sana webshop, sales agreements will not be available.

A sales agreement is a contract that commits the customer to buy products in a specific quantity or for a specific amount over time, in exchange for special prices or special discounts.

A sales agreement could be used, for example, if a customer places an order of 1000 units of a product, and he or she wants the products to be delivered in 250 units every week over the next month.

Customers can use sales agreements created in Dynamics 365 for Finance and Operations in the Sana webshop. Sales agreements can be used in Sana only by B2B customers and sales agents.

On the Sales agreements page, a customer can see all sales agreements available to him or her and create an order based on the agreements that the customer has with the merchant.

A customer can see all the details of the available sales agreements by clicking View details.

This information is taken from the sales agreements in Dynamics 365 for Finance and Operations.

 NOTE

The prices and discounts of the sales agreement override the prices and discounts that are stated in any trade agreements that exist.

To allow your customers to create sales orders based on the sales agreements available in Dynamics 365 for Finance and Operations, you need to enable the option Sales agreements in Sana Admin: Setup > Ordering & checkout > Ordering.

For more information about how to use sales agreements in the Sana webshop, see "Sales Agreements".

Sales agreement limitations

Here are some limitations that you might need to know if you are going to use sales agreements.

  1. Sales agreements work with the Default order processing strategy only and are not available if you use one of the following strategies:
    • Optimize for fast ordering
    • Optimize for large orders
  2. B2B customers cannot edit sales orders created using sales agreements.
  3. Sales agreements are not supported for quotes.
  4. Sales agreements are not available when Sana is in the maintenance mode.

Create a sales agreement

In Dynamics 365 for Finance and Operations click: ModulesAccounts receivable > Orders > Sales agreements.

When you create a sales agreement, it is necessary to:

  1. Select a Customer account on the General FastTab in the header view with whom you have sales agreements and to whom the products will be shipped. When you enter the customer account, Dynamics 365 for Finance and Operations will retrieve information about this customer from the customer form.
  2. In the Default commitment field, select the type of commitment that you and the customer agree on for the sales agreement. The commitment type indicates whether the customer agrees to buy a specific quantity of products or products for a specific amount.
  3. In the Sales agreement lines, create separate lines for each sales agreement you have with your customer (shipment). For instance, if your customer wants 1000 units of a product split out equally between four weeks, you would enter four separate lines of 250 units each.
  4. In the Line details, on the General tab, select or leave the Max is enforced checkbox unselected for each sales agreement line. If this checkbox is selected, then when all agreements stated in the sales agreement lines are completely fulfilled by the customer (all products are shipped), the sales agreement will be closed, and the customer will not be able to create another order based on the sales agreement. If this checkbox is not selected, then even if all agreements stated in the sales agreement lines are completely fulfilled, a customer can still use the sales agreement and create orders using it.

Sales agreement commitment types:

  • Product quantity commitment - The customer agrees to buy a specific quantity of products. The lines that use this commitment type are defined by an item number, quantity and unit that were agreed on. The Amount field is not available.
  • Product value commitment - The customer agrees to buy products for a specific amount. The lines that use this commitment type are defined by an item number and the amount that was agreed on. The Quantity and Unit fields are not available.
  • Product category value commitment - The customer agrees to buy for a specific amount and from a specific sales category. The lines that use this commitment type are defined by a sales category in the hierarchy and an amount. The Quantity and Unit fields are not available.
  • Value commitment - The customer agrees to buy for a specific amount and from a sales category hierarchy. The lines that use this commitment type are defined by the top level of sales categories in the hierarchy and an amount. The Quantity and Unit fields are not available.

You can fill in all other fields of the sales agreement the way you need. For example, you can:

  • Select the Delivery address. It will be used as a default delivery address of a customer. It will be shown in the header of a sales agreement in the Sana webshop. A customer will be able to change it while placing an order based on the sales agreement.
  • Select the Invoice account on the General FastTab and enter payment and delivery information on the Terms FastTab.

When a customer creates a sales order based on the sales agreements, it will contain all the lines from the sales agreement in Dynamics 365 for Finance and Operations. There is a link between the sales order and the sales agreement from which it is created.

When the sales order is posted as shipped and/or invoiced in Dynamics 365 for Finance and Operations, the remaining, released, delivered, invoiced quantity or amount will be updated in the sales agreement line details, on the Fulfillment tab. Thus, the customer can always see the up to date information of the sales agreement in the Sana webshop.

For more information about how to set up sales agreements, refer to the official Dynamics 365 for Finance and Operations Guide: Sales agreements.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations