Understanding the “Find Next” Option in Trade Agreements in D365 Finance & Operations
Introduction
When setting up trade agreements in Dynamics 365 Finance & Operations (D365FO), you may notice the “Find Next” option.
What does this Find Next flag do?
How does it affect discount calculations in the system?
This blog will break it down with a simple example!
What Does “Find Next” Do?
Find Next = ON → The system accumulates multiple applicable trade agreement lines and applies all eligible discounts.
Find Next = OFF → The system only applies the first best-fit discount and ignores other possible discounts.
Key Impact: When enabled, multiple discounts can be combined. If disabled, only the most specific discount is applied.
Step-by-Step Example: Trade Agreement with “Find Next”
Let’s walk through a real-world scenario to see how this setting changes discount application.
Step 1: Create a Trade Agreement
- Open D365FO and create a new trade agreement for discounts.
Step 2: Add Discount Lines
We add three discount lines for Item A:
| Line | Condition | Discount % |
|---|---|---|
| 1 | Basic discount for Item A | 5% |
| 2 | Quantity-based discount (10 – 100 units) | 10% |
| 3 | Quantity-based discount (101 – 500 units) | 20% |
Scenario 1: “Find Next” is OFF (Disabled)
Step 3: Create a Purchase Order
- Add Item A to the purchase order.
- The system applies the first best-fit discount → 5% discount only.
Step 4: Increase the Order Quantity
- Change quantity to 11 units.
- Despite qualifying for the 10% discount, the discount remains at 5%.
- Why? Because the system only applies the first matching discount when “Find Next” is OFF.
Scenario 2: “Find Next” is ON (Enabled)
Step 5: Enable “Find Next”
- Toggle ON the Find Next setting in the trade agreement.
Step 6: Recreate the Purchase Order
- Add Item A again.
- Enter quantity 12 units.
Step 7: How the Discount is Applied
- The system now cumulates the discounts:
- Basic discount → 5%
- Quantity discount (10 – 100 units) → 10%
- Total Discount Applied = 15%
Key Takeaways
Find Next OFF → The system applies only the first matching discount.
Find Next ON → The system adds up multiple applicable discounts.
Best Practice: Use Find Next when you want multiple discounts to be applied together.
Understanding how Find Next works helps businesses configure trade agreements properly and avoid unexpected pricing issues.
Need more D365 tips? Stay tuned for our next blog!
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