Complete integration between Dynamics AX and Trade+ modules means that the two systems operate as one with single-point data entry for base and master files, ensuring complete financial integration and robust management of critical business processes such as pricing and deductions.

An overview of the main functions provided by Trade+ for Dynamics AX along with the limitations of implementing Microsoft Dynamics AX in the Consumer Goods sector without Trade+ is available. Download the pdf

In summary the Trade+ solution comprises functions and processes in the following key areas:

• Business Structures: This refers to the Trade+ extensions of customer and product/item structures.
• Price Lists: This covers the functions and processes related to agreements that define all the list price (sale price), discount, upcharge, and free goods price lists.
• Promotions: This encompasses the functions and processes involved with agreements for promotions, deals, events, or contracts. Any number of ‘off-invoice’ amounts ($ or % based), free goods, ‘after the fact’ amounts ($ or %), such as bill backs or scans, or lump sum based components may be attached to any one agreement.
• Fees: This outlines the functions and processes of agreements for rebates, administration fees, commissions, and incentive programs. Fee allowances and payments are percentage or rate based, and may be fixed or have breaks according to the quantity or value of product sold.
• Pricing: This refers to the functions and processes of obtaining a correct price during sales order entry, invoicing, and when applying sales data to some percentage based Fees.
• Payments: This deals with the functions and processes for the entry of deductions (AR short pays) and claim based requests for monies, along with the allocation of these to general expenses such as spoils, Promotions or Fees.
• Accruals: This introduces the functions and processes related to the generation of general ledger journals for the expensing of Promotion and Fee related commitments in the general ledger.

Download White Paper:
Trade Promotion Management for Microsoft Dynamics™ AX