If you`re working with Microsoft Dynamics AX 2012, you may come across the term “agreement header” when dealing with sales or purchase orders. The agreement header is a key element in managing agreements, contracts, and price negotiations with customers or suppliers.
In AX 2012, the agreement header is a record that stores information about the contractual agreement between your company and your customer or supplier. This information includes the terms of the agreement, such as pricing, payment terms, delivery schedules, and other key details.
One of the main benefits of using agreement headers in AX 2012 is that they help you to streamline your sales or purchasing processes. By specifying the terms of the agreement up front, you can speed up the process of creating orders and invoices, and reduce the likelihood of errors or discrepancies.
To create an agreement header in AX 2012, you`ll first need to navigate to the Sales or Purchasing module and locate the appropriate form. From there, you can select the “New” button to create a new agreement header record.
When creating an agreement header, you`ll need to provide a range of information, including the customer or supplier name, the start and end dates of the agreement, the payment terms, and the delivery schedules. You may also need to specify pricing information, including any discounts or promotions that are applicable.
Once you`ve entered all of the necessary information, you can save the agreement header and use it to create new sales or purchase orders. When creating these orders, you can simply select the appropriate agreement header and the terms of the agreement will be automatically applied.
In conclusion, the agreement header is a vital component of managing contractual agreements in AX 2012. By using agreement headers, you can streamline your sales or purchasing processes, reduce errors, and improve your overall efficiency. If you`re not already using agreement headers in AX 2012, it`s definitely worth exploring this powerful feature to see how it can benefit your organization.