STRENGTHEN CUSTOMER RELATIONSHIPS AND BOOST REVENUE.

Advanced Trade & Pricing

A Microsoft Dynamics™ trade management software extension

Seamless integration with Dynamics 365 for Finance & Operations | AX2012

Red Maple’s Advanced Trade extension enables companies to manage complex trade and billing relationships by expanding and improving the existing functionality within Microsoft Dynamics. It works hard so you can accomplish more, exceed expectations and increase revenue.

Highlights

Product Requirements

Contract management and pricing
Revenue recognition for complex transactions
Recurring/subscription and volume billing and revenue recognition
Warranty management
Claims management/chargebacks
Industry specific functionality for Software Distributors and Retail

Required Modules:

Microsoft Dynamics 365 for Finance & Operations
Microsoft Dynamics AX 2012 (R2 or R3)

Optional Modules:

Red Maple Chargeback Claims

Compatible with Dynamics 365 and AX, our trade management software enables you to track contracts with all customers, from orders to service contracts to warranties, handle advanced and flexible pricing throughout the entire application, meet advanced billing needs, set up billing schedules and complex revenue recognition and more.

Learn more about the three key areas of extended functionality, Advanced Pricing, Recurring Billing and Revenue/Expense Recognition, below or schedule a demo.

Advanced Pricing: Advanced Pricing introduces enhanced trade allowance features in D365 | AX 2012, as well as other capabilities necessary to handle complex computations and adjustments. It includes the flexibility to calculate pricing based on a range of methods (List price, Cost plus, MAP, GSA, etc.) and contexts.

Recurring Billing: For companies with more complex billing requirements, our Microsoft Dynamics 365 | AX trade management and billing extension goes beyond basic sales orders and projects to encompass subscription services. This advanced functionality includes the ability to create contracts and provide individual pricing, and to mix and match delivery methods. Advanced Trade can also provide volume billing based on schedules and/or usage based agreements or on established contract pricing.

Revenue/Expense Recognition: Companies can also 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. Likewise, VSOE or SOP 97-2 rules are covered out of the box.
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Manage Your Contracts

With Red Maple Advanced Trade, a Microsoft Dynamics Trade Management software extension, companies can administer trade agreements through contracts. 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.

Within the contracts, companies can outline agreements that specify the products, prices, volume discounts, commitments and other terms and conditions that govern future orders. Orders placed against the pricing contract are automatically governed by the negotiated terms and do not require any manual lookup or processing, thus reducing overall administrative costs.

Identify Buying Patterns

With Red Maple’s Dynamics 365 trade management software solution, companies can negotiate customer purchase commitments for either the entire contract or for specific items in the contract. You can also track accumulated order totals and compare them quickly and easily against contractual commitments. This added functionality enables sales teams and trade managers to proactively negotiate better deals based on customer buying patterns and notify customers of outstanding commitments well in advance.

Focus on the Customer

Red Maple’s Advanced Trade, a Dynamics 365 trade management extension, enables sales teams to focus more on customers and not pricing by providing pricing controls over the lifetime of an agreement. When a customer places an order for goods, Advanced Trade governs the pricing of the order based on past purchases. If the quantity of the order surpasses a contractual price break, the extension automatically modifies it to honor the pricing set within the trade agreement.

Advanced Trade & Pricing Contracts also increases the functionality of Dynamics 365 warehouse management module. These added features enable merchants to automatically create sales orders to ensure goods are delivered on time, automatically fulfill sales orders, and allow customers to place orders for goods filled regularly over time. Likewise, you can also generate orders based on a billing schedule, charging the customer a regular amount over time, or based on usage of goods.

Flexible Revenue Recognition

For trade agreements to be effective, they must enable revenue recognition at appropriate times. With Advanced Trade for Dynamics 365 F&O, revenue accruals are generated directly from trade agreements to ensure revenue recognition occurs when you want it.

Companies can create amortization schedules and assign them to an individual trade agreement, creating a flexible financial schedule, or on a customer-by-customer basis. Businesses can also record revenues using the milestone or deliverables methods. This added flexibility ensures GAAP and Sarbanes-Oxley compliance no matter if you are recognizing revenue on an accrued or a deferred basis.

For companies that have VSOE or FASB “performance obligation” requirements, you can even re–class entire orders for revenue recognition purposes.

Our Microsoft Dynamics trade management and pricing software also includes the ability to create amortization journals at regular intervals in order to recognize revenue that’s already arrived. It attaches each entry to a trade agreement so that both the financial and sales teams can accurately track the results of each order over the life of the contract.

Find out if our Microsoft Dynamics Trade Management and Pricing software for D365 and AX is a good fit for your retail organization by scheduling a free demo.

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Advanced Extensions

Horizontal Additions

Industry Solutions

Advanced Extensions

Horizontal Additions

Industry Solutions

STRENGTHEN CUSTOMER RELATIONSHIPS AND BOOST REVENUE.

Find out if our Microsoft Dynamics Trade Management and Pricing software for D365 and AX is a good fit for your retail organization by scheduling a free demo.