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Customer Pricing - Net Price vs. List/Discount

  • 1.  Customer Pricing - Net Price vs. List/Discount

    Posted 26 days ago
      |   view attached
    Hello!
    High level explanation of my issue is that we need to break out a sub-set of customers from the standard List/Discount structure to a straight Net sales price. From what I understand, Customer/Price Group is how you would typically setup a NET price. Customer/Line Discount Group is where you would set any discounts off a LIST price. Here is the setup:

    Customer A
    Customer Group; 30 - TED
    Line Discount Group; 300 - TED
    Price Group; None

    Customer B
    Customer Group; 30 - TED
    Line Discount Group; 300 - TED
    Price Group; MUNI - Upfitter

    • Item A has a Price (sales) setup for All at $50. This is what I consider LIST price.
    • Item A is also assigned to a product group S-HDMI.
    • We setup a Line discount (sales) for Customer Line Discount Group 300 to get 20% off the $50 LIST price. 
    If we stop here, everything works fine from a List/Discount perspective. I enter an order and Unit Price shows $50 with a 20% discount giving me a NET price of $40. However, even though Customer B is in the 300 line discount group, they require a special yearly contracted NET price for Item A. So I tried setting them up in Price Group MUNI and created another agreement for Price (sales) Group MUNI for $30. It now simply registers the LIST as $30 and still gives them the 20% discount.

    In the end, how do I break certain customers out of the List/Discount structure to provide them a straight NET sell price on specific items or item groups? Any guidance is very much appreciated!

    ------------------------------
    Mike Clark
    Business Analyst
    FORCE America
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Customer Pricing - Net Price vs. List/Discount

    SILVER CONTRIBUTOR
    Posted 25 days ago
    HI Mike,

    Can you try unchecking Find Next ? This will tell AX to stop searching for additional matching agreements.   AX searches the matching price agreements based on the order created ( based on RecId ), so you may need to end the current line discount of 30% and create a new one such that the fixed sales price agreement has a older RecId.

    I found this guy's blog post to be helpful when I was trying to get some price agreements to work:
    Abhijeet Hele's The "AX" Effect : Trade agreements (Price/ discount agreement) in D365 F&O - Setup

    Thanks,
    Barclay

    ------------------------------
    Barclay Hershey
    Financial Analyst
    Sugar Creek Packing Co
    Cincinnati OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Customer Pricing - Net Price vs. List/Discount

    GOLD CONTRIBUTOR
    Posted 25 days ago
    Mike:

    We are still in AX 2012 so I can't definitely testify for D365.  However we manage all of our customer pricing by using both the line discount group and the price group.  Our normal pricing is a tiered discount structure based on volume,  Customer tiers are adjusted annually.  In cases where there are special pricing needs by customer for a net price scenario, the net price is set on the item and a second line is inserted into the trade agreement for the line discount at 0% so that they system does not apply both the net price and the line discount at the same time.
    The override to 0% only affects the specific item with the net price and allows normal discounts to apply to everything else for the customer involved.

    Hope this helps.


    ------------------------------
    Debbie Parod
    Controller
    Montana Silversmiths
    Columbus MT
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Customer Pricing - Net Price vs. List/Discount

    Posted 18 days ago
      |   view attached
    Thank you so much for the replies! Debbie, your solution worked for us! We are currently in 2012 as well but have a special customization added to handle Net Pricing. We are trying to avoid that if possible moving to 365 and this solution just might work for us. I essentially setup a LIST Price for All Customers. I then setup standard discounts per Line Discount Group. I then setup another LIST Price for my Group of customers who require Net pricing. Finally, I setup a 0% discount per customer, per item. Now, getting that to scale could be the tricky bit. We have over 300 customers that require Net pricing on over 500 items!

    ------------------------------
    Mike Clark
    Business Analyst
    FORCE America
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Customer Pricing - Net Price vs. List/Discount

    GOLD CONTRIBUTOR
    Posted 18 days ago
    Mike:
    Glad to be of assistance!  The other tip I would offer is to utilize the DIEF to assist with import of a large volume of trade agreement lines.  I don't do the DIEF part myself, but my I.T. guys are great and I can set up all the fields needed in an excel spreadsheet and they import it for me to a trade agreement.  Then I can go in an review the lines, make sure everything is in order and then post.  It works great for lots of "table - table" type net prices and discount overrides.  If your net prices are consistent across multiple customers you can also assign them specific groups to manage the process.  Our net price requirements are mostly on specific SKUs and different by the customer so I most often use the import process at the lowest detail level.

    If you want to contact me offline, I would be happy to share a file format for the import.

    Deb

    ------------------------------
    Debbie Parod
    Controller
    Montana Silversmiths
    Columbus MT
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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