Dynamics 365: Trade and pricing management

MANAGE COMPLEX TRADE AND BILLING RELATIONSHIPS WITH EASE.

A Microsoft Dynamics^TM extension that seamlessly integrates with all versions of Dynamics 365 for Finance and Operations | AX2012.

Advanced Trade and Pricing from Red Maple^TM easily tracks contracts with every customer and expands your trade and billing functionality. It enables you to manage everything from service contracts to warranties, handle flexible pricing, meet recurring billing needs, and utilize flexible revenue recognition. It works hard so you can accomplish more and focus on customers.

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of our simple, secure solutions with customizable pricing and features used by 70k+ users worldwide.

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ADVANCED TRADE AND PRICING EXPANDS YOUR BILLING FUNCTIONALITY

Simplify, enhance and expand your trade and billing functionality in three keys areas: advanced pricing, recurring billing and revenue recognition.

Advanced Pricing

Calculate pricing based on list price, cost plus, BOGOs, special pricing incentive fund (SPIFs), MAP, GSA and contexts. This feature enables you to handle complex computations and adjustments.

Recurring Billing

When paired with Red Maple Advanced Credit Cards for F&O, invoices can be paid automatically using the product’s “Autopay” feature. That means you can automatically charge customers every month or annually, depending on your needs. It’s simple and easy recurring billing.

Subscription Billing

Subscription billing provides companies a means of invoicing customers on a regularly scheduled basis. Each billing line in a contract may have a different schedule and billing type to meet your requirements. Subscription billing includes features like contract-specific pricing, volume discounts, and usage-based agreements.

Revenue Recognition

Accrue and amortize revenue or expenses based on the sale or purchase of goods. For items that require revenue recognition after the sale, our Dynamics 365 trade management solution tracks and provides amortization journals to speed up the process. Also, FASB ASC 606 rules are covered out of the box.

FAVORITE FEATURES

Manage Your Contracts

Manage customer performance on one order or contractual commitments. Trade administrators can manage individual accounts quickly and easily through a robust contract management interface, create contracts for a one-time sale or long-term sales agreements.

Identify Customer Habits

Identify buying patterns to negotiate better deals for a contract or for items within the contract. Also, track accumulated order totals quickly and easily to keep customers on track with their commitments.

Get the Goods Out in Time

Enhance automatic warehouse fulfillment and order processes to deliver goods on time. This feature lets merchants automatically fulfill sales orders. Customers can also place orders for goods filled regularly over time.

Recognize Revenue on Demand

Get flexible revenue recognition for complex transactions. Generate revenue accruals directly from trade agreements to ensure revenue recognition occurs when you need it. Companies can also create amortization schedules and assign them to an individual trade agreement, creating a flexible financial schedule, or on a customer-by-customer basis.

Manage Service Contracts and Warranties

Our comprehensive system allows you to track and manage service contracts and warranties, track customer and vendor purchases and obligations, process customer and vendor claims, validate claims, set thresholds for approvals, and automate financial aspects in an easy-to-use workflow.

FAQS

We like our current credit card processor. Are we able to use Advanced Trade and Pricing for subscription billing without changing processors?

Yes, at Red Maple we understand that many companies do not want to change their processor. You can use Advanced Trade and Pricing for subscription billing with your current processor. You can easily invoice customers on a regularly scheduled basis that meets your needs. If you bundle it with Red Maple Advanced Credit Cards for F&O, you can pay invoices automatically with the autopay feature. Our subscription billing includes contract-specific pricing, volume discounts, usage-based agreements, and many other features.
Do I have to host anything?

No, it is all hosted in Microsoft Azure.
What are the product requirements?

You need Microsoft Dynamics 365 for Finance and Operations or Microsoft Dynamics AX 2012 (R2 and R3). Optional modules include Advanced Warranty for F&O, Red Maple Advanced Credit Cards for F&O, Red Maple Advanced Commissions for F&O, and Red Maple Clever Division.

Required Modules

Microsoft Dynamics 365 F&O
Microsoft Dynamics AX 2012 (R2 or R3)

Optional Modules

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Find out what 70K+ users worldwide already know about Red Maple products. Maximize your Microsoft Dynamics 365 software and safeguard your brand and customers.

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Solutions

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Schedule a free demo.

Solutions

STRENGTHEN CUSTOMER RELATIONSHIPS
AND BOOST REVENUE.
Schedule Free Demo

MANAGE COMPLEX TRADE AND BILLING RELATIONSHIPS WITH EASE.

SCHEDULE FREE DEMO

of our simple, secure solutions with customizable pricing and features used by 70k+ users worldwide.

ADVANCED TRADE AND PRICING EXPANDS YOUR BILLING FUNCTIONALITY

Advanced Pricing

Recurring Billing

Subscription Billing

Revenue Recognition

FAVORITE FEATURES

Manage Your Contracts

Identify Customer Habits

Get the Goods Out in Time

Recognize Revenue on Demand

Manage Service Contracts and Warranties

FAQS

We like our current credit card processor. Are we able to use Advanced Trade and Pricing for subscription billing without changing processors?

Do I have to host anything?

What are the product requirements?

Required Modules

Optional Modules

Schedule A Free Demo

MORE RED MAPLE SOLUTIONS

Advanced Credit Cards

Advanced Credit Cards

Clever Division

Clever Division

Advanced Trade & Pricing

Advanced Commissions

Advanced Warranties

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Not ready to commit?

Schedule a free demo.

STRENGTHEN CUSTOMER RELATIONSHIPS AND BOOST REVENUE. Schedule Free Demo

SCHEDULE FREE DEMO

of our simple, secure solutions with customizable pricing and features used by 70k+ users worldwide.

Advanced Pricing

Recurring Billing

Subscription Billing

Revenue Recognition

Manage Your Contracts

Identify Customer Habits

Recognize Revenue on Demand

Manage Service Contracts and Warranties

We like our current credit card processor. Are we able to use Advanced Trade and Pricing for subscription billing without changing processors?

Do I have to host anything?

What are the product requirements?

Required Modules

Optional Modules

GET TIP SHEETS AND LEARN ABOUT NEW INDUSTRY TRENDS AND SOLUTIONS IN OUR KNOWLEDGE CENTER

STRENGTHEN CUSTOMER RELATIONSHIPS
AND BOOST REVENUE.
Schedule Free Demo

GET TIP SHEETS AND LEARN ABOUT NEW INDUSTRY TRENDS
AND SOLUTIONS IN OUR KNOWLEDGE CENTER