How AX 2012 sales orders, purchase orders, trade agreements, charges, intercompany trade, and party master data upgrade to D365 — and how to handle partially delivered and partially invoiced open documents at Wave 3.
Procure-to-pay and order-to-cash are the highest-volume transactional areas in most AX 2012 estates. Sales orders, purchase orders, trade agreements, charges, and delivery documents flow through SalesTable, PurchTable, PriceDiscTable, and MarkupTable — tables that survive the upgrade with identical names and nearly identical schemas.
The posting journals are the same. The status model on SalesTable.SalesStatus (Open order, Delivered, Invoiced, Cancelled) is unchanged.
This is identity-mapped. The three-way match (order → receipt → invoice) is unchanged in concept, but D365 enforces it more strictly through the invoice-matching policy framework. If the AX 2012 estate tolerated price/quantity variances informally, the D365 matching policy will flag those variances and potentially hold invoices.
AX 2012 trade agreements sit in PriceDiscTable with journal types for price, line discount, multiline discount, and total discount. Each record carries a customer/customer-group/all scope, an item/item-group/all scope, a unit, a currency, a quantity break, and effectivity dates.
Auto-charges (MarkupAutoTable, MarkupAutoLine) and manual charges (MarkupTrans) are identity-mapped. The data upgrade carries them forward.
AX 2012 intercompany trade works through InterCompanyTradingRelation, which links two legal entities as trading partners. When a sales order is confirmed in the selling entity, the system creates a linked purchase order in the buying entity.
AX 2012 and D365 share the same party model: DirPartyTable holds the party (person or organisation), with role-based links to CustTable (customer role) and VendTable (vendor role). Postal addresses sit in LogisticsPostalAddress; electronic addresses (email, phone, URL) sit in LogisticsElectronicAddress.
At Wave 3 (canonical wave for open sales orders and open purchase orders), any document that has not been fully invoiced and closed is considered open. This includes:
Trade is the highest-volume area of the AX 2012 to D365 upgrade and the most identity-mapped. The tables, the document flows, and the trade-agreement model all survive. The work is in the gaps that hide beneath the identity: workflow rebuild, pricing-model decision, partial-state handling at Wave 3, and data-quality remediation on the…