Delete Posted Trade Agreement Dynamics 365

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Delete Posted Trade Agreement Dynamics 365

Are you looking to delete a posted trade agreement in Dynamics 365?

Well, you’ve come to the right place!

In Dynamics 365, trade agreements are used to specify prices, discounts, and other terms for products that are sold to customers or purchased from vendors. In some cases, you may need to delete a posted trade agreement due to a change in pricing or terms.

Here are the steps to delete a posted trade agreement in Dynamics 365:

1. Navigate to the “Trade agreements” form in Dynamics 365.

2. Select the trade agreement you want to delete.

3. Click the “Delete” button at the bottom of the form.

4. Confirm that you want to delete the trade agreement.

It’s important to note that once a trade agreement has been posted, it cannot be deleted in the traditional sense. Instead, you must reverse the posting of the trade agreement, which will effectively delete it.

To reverse the posting of a trade agreement in Dynamics 365, follow these steps:

1. Navigate to the “Posted trade agreements” form in Dynamics 365.

2. Select the posted trade agreement you want to reverse.

3. Click the “Reverse” button at the bottom of the form.

4. Confirm that you want to reverse the posting of the trade agreement.

By reversing the posting of a trade agreement, any transactions that were created as a result of the trade agreement will be updated to reflect the new pricing or terms.

In conclusion, deleting a posted trade agreement in Dynamics 365 is a simple process that involves reversing the posting of the agreement. By following the steps outlined above, you can effectively delete a trade agreement and update your pricing and terms accordingly.