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Set up trade allowance templates

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up trade allowance templates that you can use to create trade allowance funds that are based on a predefined set of values. For example, you can specify the currency to use, the marketing objective, and agreement period. By using a template, you can ensure that your organization’s marketing objectives remain consistent.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Setting up trade allowance

Set up trade allowance funds

Set up a trade allowance template

Use this procedure to create a trade allowance template.

  1. Click Trade allowance management > Periodic > Templates.

  2. On the Action Pane, in the New group, click Templates.

  3. In the Trade allowance templates form, on the Action Pane, click Header view.

  4. In the Description field, enter a description of the template, and then in the Details field, enter any additional details.

  5. In the Currency field, select the currency to be used with this template.

  6. Select the marketing objective and the owner for this template.

  7. In the Trade allowance agreement period field, select an existing agreement period or, in the Order from and Order to fields, enter specific dates.

  8. In the Unit field, select the unit type for the template.

  9. Add any additional default values that are required for the template, and then click Close to save the template.

Set up lump sum trade agreements

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Plan

Security roles

Marketing manager

See also

Set up information for trade allowance agreements

Set up trade allowance funds