All about the Find Next option in the trade agreement in Dynamics 365 for Finance & Operations

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This post is very specific and is dealing with a check box which looks like mysterious for some of us, the Find Next option. If you want to go deeper in the trade agreement you can find some content here for you. This works for Ax 2012 and D365FO.

Don’t you have notice we have a Find Next option available when we setup a trade agreement line ?

So here is the Microsoft official definition of the Find Next option : « The criteria that are used to continue searching for discount combinations.»

Basically, I was thinking when the Find Next option is enabled, D365FO will cumulate the trade agreement lines if there is several eligible.

Thanks and see you soon.

And in real life, how does Find Next works?

You can imagine, otherwise this post would be useless, it’s not that simple. We’ll try to figure it out. No example in this post, it would make you headake. But here is what you need to know.

First thing that is not explained in the official definition, it’s the behavior is not the same when you’re on a Price or Discount (multiline or line) trade agreement journal line.

There is in fact several variables : the type of trade agreement journal line (price, discount), the level of the trade agreement journal line (All, Group, Table), and if the Find Next option is ticked, or not.

What result ?

First test : on price trade agreement journal lines

With the Find Next option enable, several trade agreement journal line flagged Price have been created and posted, at different level (one to Group, the other to Table for instance). The result is that the system will apply the best price, regardless the level of the trade agreement journal lines.

Without the Find Next option, the system will search the trade agreement journal line which has the finest level (Group is prior to All; Table is prior to Group), and, from those lines, if there is some which are exactly at the same level, the system will apply the first one created.

Second test : on discount trade agreement journal lines

With the Find Next option enable, the system will cumulate all discount, regardless the level of the existing trade agreement journal lines.

Without the Find Next option, the system will search the trade agreement journal line which has the finest level, and, from those lines, if there is some which are exactly at the same level, the system will apply the first one created.

To conclude, with the Find Next option enable, D365FO is looking for the best based price and cumulate all discount. Without, D365FO apply the priority of the finest trade agreement journal lines and select the first one created if there is a conflict between two lines at the same level.

I have tested it deeply, and without going deeper in details, the system applies a mix of the two behaviors if you try to setup same trade agreement journal lines (Price, or Discount) with and without the Find Next option. We’ll understand the logic at the end, but I urge you to handle this with care. It’s a better option to setup all of your trade agreements with or without the Find Next activated.

Yohann

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