Trade configuration key (LogisticsBasic)

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, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Trade configuration key controls access to all the main features for sales and purchase orders, procurement and sourcing, and products and items. The Enterprise Portal features that are associated with these areas of Microsoft Dynamics AX are also controlled by this configuration key.

The Trade configuration key also controls access to some features in the Call center module.

Note

This configuration key should always be enabled to support tasks in the trading industry. If the key is not enabled, fundamental tasks such as order processing and item and product maintenance cannot be accomplished.

You cannot enable or disable this key in the License configuration form.

Forms enabled by the configuration key

The forms that are enabled by this configuration key are located in the following areas of Microsoft Dynamics AX. The list of forms for each area is not exhaustive.

Accounts payable forms

Form	For more information
Charges transactions	Charges transactions (form)
Encumbrance summary	Encumbrance summary (form)
Open purchase order lines	(PM) Open purchase order lines (form)
Order lines	Purchase release order lines (form)
Pending vendor invoices	Pending vendor invoices (list page)
Purchase agreement	Purchase agreements (form) (PM) Purchase agreements (form)
Purchase order	Purchase order (form) (PM) Purchase order (form)
Select product receipt	Select product receipt - Purchase order (form)
Totals	Purchase line totals (form)
Totals	Purchase order totals (form)
Totals	Vendor invoice totals (form)

Accounts receivable forms

Form	For more information
Charges transactions	Charges transactions (form)
COD outstanding	C.O.D. (form)
Sales order	Sales orders (form) (PM) Sales order (form)
Select packing slip	Select sales order packing slip (form)

Call center forms

Form	For more information
Detailed status	View sales order status
Notes	Add order notes
Order events	Set up order events
Override checked out user	Work with sales order holds
Sales orders on hold	Work with sales order holds

Enterprise portal forms

Form	For more information
Item	View items
Return order	Create or edit a return order
Sales order	Create or edit a sales order
Sales quotation	Create or edit a sales quotation
Product catalog	Add items to the shopping cart
Item transactions	View project transactions
Purchase order	View or modify purchase orders
Invoiced purchase orders	View or modify your vendor orders
Create credit note	Prepare a credit note
New vendor invoice	Create or maintain your vendor invoices
Signing limits	Create and maintain signing limit requests
Price agreements	View customer price agreements

Inventory management forms

Form	For more information
Box definitions	Set up boxing logic
Picking workbench	Release items to warehouse by using the picking workbench
Workbench profiles	Set up the picking workbench

Organization administration forms

Form	For more information
Locations	Hierarchy designer (form)
Signing limit parameters	Signing limit parameters (form)
Signing limit policies	Audit policies (list page) Purchasing policies (list page) Signing limits (list page) Vendor invoice policies (list page)
Group	Number sequence groups (form)

Procurement and sourcing forms

Form	For more information
All requests for quotations	Requests for quotations (list page)
Backorder purchase lines	Backorder purchase lines (form) (PM) Backorder lines-Purchase orders (form)
Delayed receipts	(PM) Backorder lines-Purchase orders (list page)
Open requests for quotations	Requests for quotations (list page)
Pending purchase orders	List pages
Purchase agreements	Purchase agreements (form) (PM) Purchase agreements (form)
Purchase order	Purchase order (form) (PM) Purchase order (form)
Purchasing policies	Purchasing policies (list page)
Rejected confirmation of product receipts	Rejected confirmation of product receipts (form)
Request for quotations	Request for quotation details (form) (PM) Request for quotation details (form)
Vendor search	Vendor search criteria (form)

Product information management forms

Form	For more information
Attributes	Attributes (form)
Attribute types	Attribute types (form)
Category hierarchy	Category hierarchy (form)
Product details	(PM) Product details (form) Product details (form)
Product dimension groups	Product dimension groups (form)
Product information management parameters	Product information management parameters (form)
Released products	(PM) Released products (list page) Released products (list page)
Open product releases	Open product releases (form)
Released product variants	Released product variants (form)
Storage dimension groups	Storage dimension groups (form)
Tracking dimension groups	Tracking dimension groups (form)

Project management and accounting forms

Form	For more information
Item requirements	Item requirements (form)
Item transactions	Item transactions (form)

Sales and marketing forms

Form	For more information
Backorder lines	(PM) Backorder lines - Sales orders (form)
Delayed shipments	(PM) Backorder lines-Sales orders (list page)
In process sales orders	View sales order status
Item list	Set up item lists
Open sales orders for customers on hold	(PM) Sales order (list page) List pages
Order event setup	Set up order events
Order hold	Work with sales order holds
Order hold codes	Work with sales order holds
Packing slip	Packing slip journal (form) (PM) Packing slip journal (form)
Pending sales orders	View sales order status
Picking list	(PM) Sales history on update (form)
Quotation	Quotation journal (form) (PM) Quotation journal (form)
Sales agreement	Sales agreements (form) (PM) Sales agreements (form)
Sales order	Sales orders (form) (PM) Sales order (form)

Additional information about this configuration key

The following table provides information about how this configuration key relates to other configuration keys and license codes.

Detail	Description
License code	Trade and Logistics
Parent key	None
Child keys	Bills of materials configuration key (BOM) Charges configuration key (Markup) Commission configuration key (Commission) Delivery date control configuration key (SalesDeliveryDateControl) Foreign trade configuration key (ForeignTrade) Inventory forecast configuration key (Forecast) Invoice matching configuration key (PurchInvoiceMatching) Multiple ship-to configuration key (TradeMultiShipTo) Over/Under Delivery configuration key (LogisticsOverUnderDelivery) Packing Duty configuration key (InventPackaging) Print management configuration key (TradePrintManagement) Product dimension - color configuration key (EcoResProductColor) Product dimension - configuration configuration key (Config) Product dimension - size configuration key (EcoResProductSize) Purchase and sales agreement configuration key (TradeBlanketOrder) Registration/Picking configuration key (LogisticsRegistration) Return orders configuration key (ReturnItem) Shipments configuration key (SalesShipments) Shipping carrier configuration key (ShipCarrier) Transfer Orders configuration key (InventTransferOrders) Warehouse and Transportation management configuration key (WHSandTMS) Note The configuration keys listed here may have additional child configuration keys. Click the link for more information about a configuration key.

For more information about how license codes and configuration keys work together, see About license codes and configuration keys.