Procurement, sales, and trade

How IFS customer orders, sales pricing (price lists, campaigns, rebates), customer agreements, purchase orders, supplier agreements, charges, intercompany, and the IFS supply chain matrix translate into D365 sales and purchase order lifecycles, trade agreements, purchase agreements, charges, and intercompany.

What you will be able to do

• Map IFS customer order types and statuses to D365 sales order document flow
• Translate IFS price lists and campaign pricing to D365 trade agreements
• Describe the IFS supply chain matrix concept and its D365 equivalent
• Model IFS intercompany trade in D365 without bespoke code

Introduction

IFS's commercial capabilities span the full order-to-cash and procure-to-pay cycles, with rich pricing (price lists, campaign pricing, rebate agreements), customer and supplier blanket agreements, and a distinctive concept called the supply chain matrix — a rule-based engine that defines how internal demand in one site or company is…

IFS customer orders and sales pricing

The IFS Customer Order (CUSTOMER_ORDER) is the sales document. It carries an order type (normal, direct delivery, project, intercompany), delivery terms, payment terms, currency, and requested delivery date.

Purchase orders, requisitions, and supplier agreements

The IFS Purchase Order (PURCHASE_ORDER) mirrors the Customer Order on the supply side. Purchase Orders carry vendor, terms, currency, and lines for items, services, or charges. PO lifecycle statuses (Planned, Released, Partial Receipt, Received, Invoiced) map directly to D365 purchase order statuses.

Charges, intercompany, and the supply chain matrix

Charges in IFS (freight, handling, insurance, customs duty) are attached to order headers and lines as additional cost lines. Charges post to specific GL accounts and can be billable to the customer or absorbed by the selling company.

D365 trade agreements and the price evaluation model

D365 trade agreements are stored in PriceDiscTable and evaluated at document entry. The evaluation follows the trade agreement search criteria configured in the accounts receivable or accounts payable parameters:

Customer, payer and party mapping bridge

IFS customer data has both a global party shape and a company-specific trading shape. D365 makes that distinction explicit through the global address book and per-legal-entity customer records.

Knowledge check

Summary

IFS's commercial capabilities map cleanly to D365 with one significant design task: the supply chain matrix. The matrix is IFS's most distinctive commercial concept, and translating it into D365's distributed intercompany and direct-delivery configuration requires deliberate design work before Wave 3.