If you are using Microsoft Dynamics AX 2012 for your business, trade agreements are an essential aspect of managing your sales and purchases. Trade agreements help to define the pricing and discounts for your customers and vendors, making it easier to manage your transactions. In this article, we will discuss how to edit trade agreements in Excel using the AX 2012 Trade Agreement Edit in Excel feature.

What is AX 2012 Trade Agreement Edit in Excel?

AX 2012 Trade Agreement Edit in Excel is a feature that allows you to edit your trade agreements in Excel. This feature is handy if you have a large number of trade agreements to manage or if you prefer to work with Excel rather than the AX interface. By using this feature, you can quickly make changes to your trade agreements, such as updating pricing, discounts, and promotional offers, all from within Excel.

How to Use AX 2012 Trade Agreement Edit in Excel

To use AX 2012 Trade Agreement Edit in Excel, follow these steps:

Step 1: Install the Trade Agreement Edit Add-In

The first step is to install the trade agreement edit add-in. To do this, go to the AX menu and select Add-Ins. From the Add-Ins menu, select the Trade Agreement Edit Add-In and follow the installation instructions.

Step 2: Export Your Trade Agreements to Excel

The next step is to export your trade agreements to Excel. To do this, go to the Sales and Marketing module and select the Trade Agreements option from the navigation pane. From the Trade Agreements form, select the trade agreements that you want to export, and click on the Export to Excel button.

Step 3: Edit Your Trade Agreements in Excel

Once you have exported your trade agreements to Excel, you can edit them as needed. For example, you can change the prices, update the discounts, and add promotional offers. When you have finished making changes, save your Excel file and close it.

Step 4: Import Your Trade Agreements Back Into AX

The final step is to import your edited trade agreements back into AX. To do this, go to the Trade Agreements form and click on the Import from Excel button. Select the Excel file that you edited, and click on the Import button. AX will import the updated trade agreements, and you can verify the changes in the Trade Agreements form.

Benefits of Using AX 2012 Trade Agreement Edit in Excel

Using AX 2012 Trade Agreement Edit in Excel has several benefits, including:

1. Easy to Use: The Trade Agreement Edit in Excel feature is easy to use, and you don`t need to be an expert in AX to use it.

2. Efficient: This feature saves you time by allowing you to make changes to multiple trade agreements at once.

3. User-Friendly: If you`re more comfortable working in Excel, you can use this feature to manage your trade agreements, making the process more user-friendly and intuitive.

Conclusion

Managing your trade agreements in AX 2012 is an essential aspect of business management. By using the Trade Agreement Edit in Excel feature, you can manage your trade agreements more efficiently, save time, and have a user-friendly experience. Try it out today and enjoy the benefits!