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Confirm AX 2012/D365 behavior when modifying Sales order after Sales TA pricing has changed

  • 1.  Confirm AX 2012/D365 behavior when modifying Sales order after Sales TA pricing has changed

    Posted Feb 25, 2020 02:43 PM
      |   view attached

    Hello!

    I'm hoping to:

    1. Confirm my understanding of the current behaviour/limitations in AX 2012 R3
    2. Inquire whether this behaviour is different or configurable in D365

     

    Business case

    CSR's will often change Sales order header information e.g., Requested ship date, after all lines have been added and a Sales Confirmation has been provided to the customer. The SO confirmation is one method we use to confirm products/quantities/pricing with the customer.

    Periodically, we create new Sales Trade Agreements where the effective dates do not overlap i.e., we end the original agreement prior to the start date of the new one. 

     

    Problem

    If a Sales order header value e.g., Requested ship date, is changed after new TA prices come into effect, the unit price on those lines are overwritten with the new TA price without warning or the ability to retain the original value*.  Since a confirmation was provided to the customer with the original TA price, we need to manually change each unit price back to reflect what was confirmed with the customer. 

    *Note: We are aware of the Trade Agreement evaluation parameter in AR parameters > Prices, however, this only allows you to prevent changes on unit prices that were derived from an 'external' source such as a Quote or if the unit price was manually entered/changed.

     

    We can appreciate that for some businesses this would be desired behaviour, however, our business uses the Sales order confirmation as an informal on-the-fly price agreement and therefore we do not want the prices to recalculate or at least automatically update when a header value is changed. I can appreciate that with some field changes e.g., Price group, you would expect the values to update or at least prompt for update which is where any potential solution gets complicated.

    Curious if anyone else has encountered this, found a way to work around it, or has any other insights.  Any and all feedback appreciated :)

    #FinanceandOperations
    #AX2012
    #Sales

    ​​

    ------------------------------
    Cordelle Todeman
    BGE Indoor Air Quality Solutions
    Edmonton AB
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    Attachment(s)

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    Steps to Repro.docx   57 KB 1 version


  • 2.  RE: Confirm AX 2012/D365 behavior when modifying Sales order after Sales TA pricing has changed

    D365UG/AXUG ALL STAR
    Posted Feb 26, 2020 02:22 PM
    Hi Cordelle,
    Yes there are settings in Accounts Receivable that control the warning or disabling of the price updates. For valid reason, prices change when the SO changes because there may be a date or quantity change that needs to have different pricing. AX is essentially re-validating what price should be used when the order changes. The problem for some companies is the price may have been manually entered, and now it's using standard logic to determine where the price should come from for the updated lines. In Accounts receivable parameters you have the option to choose which fields Prompt a message, never reapply price updates, or Always reapply price updates. Sorry for the D365 screenshots, AX2012 parameters should be the same:


    I would start by checking there and see what you have setup so that you can start getting prompts for if you want the prices to update or not. The prompt screens will have information like below for you to confirm before making updates:


    ------------------------------
    Andrew Lencsak
    Solution Delivery Manager
    Arbela Technologies
    Irvine CA
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  • 3.  RE: Confirm AX 2012/D365 behavior when modifying Sales order after Sales TA pricing has changed

    Posted Feb 26, 2020 04:53 PM

    Thank you for the quick and detailed reply Andrew 😊 I am familiar with those settings and currently we have them all set to 'prompt'.

     

    Always setting

    I've done some testing with 'Always' and the main reason we aren't using that is because when there is a line with a manually entered unit price you still receive the pop-up (presumably because it recognizes a manual price) but because the update setting can not be checked by the user (presumably it's system set because of the 'always' setting), the price and discount section is not editable and it defaults to the last selection, which may or may not be applicable this time (screenshot). At least in 2012, it's the user checking the update box that makes the price and discount fields editable*. As expected, if it is set to 'update all', any manually set prices are overwritten.

    *There are some fields which don't even do this (bug?), and even once checked, the user is still unable to edit the price/discount selection. E.g., Requested ship date makes it editable but Delivery terms does not. 

    In the scenario where the unit price was derived from a TA and that TA has been subsequently ended and a new one is effective, upon making a header change, it is overwriting the price with the new TA with no pop-up, as expected.

     

    Never setting

    I set Requested ship date to 'never' and while it did correctly retain the original TA price – it also doesn't update the lines with the header change I made (requested ship date). (Disappointing, but as expected).  

     

    Systematically, I understand, but it doesn't support our business which requires the line data to be updated and for the original price to be retained if the SO change being made doesn't impact the price.  E.g., if you changed 'Price group' you would want it to evaluate and update but if you changed 'Requested ship date' (at least in our business) the evaluation should result in no change.  Perhaps this is too specific to our business, but it seems to me that other companies would function in a similar way, no?  

    Thank you again for your response and suggestions – this is my first post, and I'm looking forward to getting involved in the UG community 😊



    ------------------------------
    Cordelle Todeman
    BGE Indoor Air Quality Solutions
    Edmonton AB
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