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[Tom Carr]

Hello – 

We are new D365 for Finance & Operations users (just went live with our first plant in July) and our sales team is looking to implement a price increase.  As a result, we’re looking for a way to update our trade agreements en masse – but we’re struggling.  We’ve been able to use the Excel Data Connector to update records but we run into issues if we get above the ~10,000 record range (we have upwards of 200,000 trade agreements in our system).  And we’ve been able to use Data Management (DIXF) to export/modify/import trade agreement journals but it doesn’t seem to allow us to actually edit trade agreement records but rather only create new records.  

Is there a recommended way to update trade agreements in bulk?  Can I do this within D365 itself or is there a sysadmin level function that we should be looking to use?  Or is there another solution/ISV that I need to be looking at for this type of thing?

Thanks in advance for any suggestions!
Tom

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Tom Carr
HBD Industries
Dublin OH
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[Glenn Linaa]

Hi Tom.
In the old days in AX your could edit a trade agreement, but now a new record is created for a change. 

There are loads of ways to change bulk agreements. 

I think you could be inspired by looking at this:
https://community.dynamics.com/ax/b/galynafedorovaaxblog/archive/2018/01/11/d365-mass-purchase-sales-trade-agreements-update

Best regards

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Glenn Linaa
Tasklet Factory Mobile WMS
Aalborg, Denmark
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