Trade Agreement - Discounts

HI

I’m trying to build a trade agreement in AX 2012 and can’t see how to do it. So here is an example.

  • Customer ‘ABC01’ is a great customer with High discounts.
  • Customer ‘XYZ8’ is a ok customer with medium discounts.
  • Customer ‘MNO12’ is a ok customer with low discounts.

I thought I might use price groups for this since price group is on the customer record. So somthing like this:

Price Groups:

  • 010 High
  • 020Medium
  • 030Low

Different Items groups get different discounts for each customer. So say the following Item groups are assigned to the items:

010,020,030,040,050 and 060.

If a customer in price group 01 (High) places an order the discounts will be as follows:

  • Price Group 01 and Item group 010 for 25%
  • Price Group 01 and Item group 020 for 20%
  • Price Group 01 and Item group 030 for 15%
  • Price Group 01 and Item group 040 for 15%
  • Price Group 01 and Item group 050 for 20%
  • Price Group 01 and Item group 060 for 10%

If a customer in price group 02 (Medium) places an order the discounts will be as follows:

  • Price Group 02 and Item group 010 for 20%
  • Price Group 02 and Item group 020 for 10%
  • Price Group 02 and Item group 030 for 12%
  • Price Group 02 and Item group 040 for 10%
  • Price Group 02 and Item group 050 for 12%
  • Price Group 02 and Item group 060 for 5%

And for price group 03 it would also be a different discount.

I was trying to build a trade agreement with that was based on Price Group and Item Group or anything that identifies the customer and the item without it being too granular but I don’t see how.

Is there a way to do this?

You set the customer with customer price groups

You set the items with item price groups (Sell Fast Tab and Line Discount group - Price Group)

You create a trade agreement looking at the groups (Sales Order Defaults Fast Tab and Line Discount field - Price Group)

Am I over simplifying it?