Once you’ve created the journal header, navigate to the lines form and enter the details of the journal. The journal name entered will be the keyword(s) used to search/filter journals after created/posted. When creating the header, make sure to select the appropriate journal name and overwrite the default description. The journal header relies on the journal names being set up in the system – please refer to this article for details. Like any journals in the system, the creation starts with a journal header. Keep your eyes out for a future post about discount journals. Some of the information might be relevant for setting up discount type journals but it does not detail the specifics of the different discount types. Please note that this article only details price type journals and not the different discount types.
This article will introduce them using a sales price example, but the mirror image of the functionality is available for vendor prices/discounts and all concepts are applicable. Trade agreement journals are available in both the procurement and sourcing as well as the sales and marketing modules. This means it covers a wide range of options, but requires understanding and extensive setup to perform as expected. The price engine in Dynamics 365 for Finance and Operations is very sophisticated and complex.
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