D365 Finance & Operations and Dynamics AX Forum

Hello,

I'm working on trade agreement and really miss something like a "item price group".

We can group items regarding line discount, but not regarding prices...

I would love too though, because we have many items with the same price, and it would be great not to have to set a trade agreement for each.

I feel like raising this as an "Idea" to Microsoft, but I'd like to be sure I'm not missing something major here...

Thank you by advance for your feedbacks!


Regards,

------------------------------
Alexandra Cadet
Camfil
------------------------------

Hi Alexandra,
We had this need in AX R/3 2012, so we have a customization for it.  As we are looking to move to D365, we are grappling with each customization.  This one appears to again be a gap.  This customization in D365 is hard to justify because, as you said, you can just create more trade agreement journal lines to get around the lack of a grouping option for price trade agreements.  And data management in D365 is easier than it was in AX.   So, we will probably have to do without.   I don't recall searching the Ideas page on this, but if there is an entry I will vote for it!

Our customization for Item Price Group in AX went hand in hand with a customization to allow a different unit of measure (UOM) to be on the trade agreement than is used on the sales order line.   These two things together gave us the capability to price certain kinds of items by the Sq Ft or M2 that are sold by the EACH.  This greatly cut down on the number of trade agreements required in our AX solution.
(The second customization I mention also solved the issue that we had EDI orders coming in with UOM such as Case or Pallet, but we had the trade agreement in EA.  The customer wouldn't get their special price!   Without it, we will have to maintain multiple trade agreements with different UOM, predicting what UOM the EDI customers might want to use.  Or do a UOM conversion in the EDI mapping.)

------------------------------
Lynn Kinsman
Senior Systems Analyst, AX 2012 and D365 F&O
Kodak Alaris Inc.
Rochester NY
------------------------------

Original Message:
Sent: Jul 08, 2020 04:25 AM
From: Alexandra Cadet
Subject: Item price group

Hello,

I'm working on trade agreement and really miss something like a "item price group".

We can group items regarding line discount, but not regarding prices...

I would love too though, because we have many items with the same price, and it would be great not to have to set a trade agreement for each.

I feel like raising this as an "Idea" to Microsoft, but I'd like to be sure I'm not missing something major here...

Thank you by advance for your feedbacks!

Regards,

------------------------------
Alexandra Cadet
Camfil
------------------------------

Hello Lynn,

Many thanks for your answer, feel good to be understood!

I've logged the idea at Microsoft.

Please vote!

https://experience.dynamics.com/ideas/idea/?ideaid=a0caa116-70c7-ea11-bf22-0003ff68c5af

You may enrich my post with your needs regarding UOM :)

------------------------------
Alexandra Cadet
Camfil
------------------------------

Original Message:
Sent: Jul 14, 2020 04:37 PM
From: Lynn Kinsman
Subject: Item price group

Hi Alexandra,
We had this need in AX R/3 2012, so we have a customization for it.  As we are looking to move to D365, we are grappling with each customization.  This one appears to again be a gap.  This customization in D365 is hard to justify because, as you said, you can just create more trade agreement journal lines to get around the lack of a grouping option for price trade agreements.  And data management in D365 is easier than it was in AX.   So, we will probably have to do without.   I don't recall searching the Ideas page on this, but if there is an entry I will vote for it!

Our customization for Item Price Group in AX went hand in hand with a customization to allow a different unit of measure (UOM) to be on the trade agreement than is used on the sales order line.   These two things together gave us the capability to price certain kinds of items by the Sq Ft or M2 that are sold by the EACH.  This greatly cut down on the number of trade agreements required in our AX solution.
(The second customization I mention also solved the issue that we had EDI orders coming in with UOM such as Case or Pallet, but we had the trade agreement in EA.  The customer wouldn't get their special price!   Without it, we will have to maintain multiple trade agreements with different UOM, predicting what UOM the EDI customers might want to use.  Or do a UOM conversion in the EDI mapping.)

------------------------------
Lynn Kinsman
Senior Systems Analyst, AX 2012 and D365 F&O
Kodak Alaris Inc.
Rochester NY

Original Message:
Sent: Jul 08, 2020 04:25 AM
From: Alexandra Cadet
Subject: Item price group

Hello,

I'm working on trade agreement and really miss something like a "item price group".

We can group items regarding line discount, but not regarding prices...

I would love too though, because we have many items with the same price, and it would be great not to have to set a trade agreement for each.

I feel like raising this as an "Idea" to Microsoft, but I'd like to be sure I'm not missing something major here...

Thank you by advance for your feedbacks!

Regards,

------------------------------
Alexandra Cadet
Camfil
------------------------------

What types of items you have that have the same price, always?

Is that essentially the same item but in different colors/sizes/pattern/style etc.?

I think in such situation some users resort to using a single product ID (and hence one trade agreement line), and creating product variants - in order to keep the different items separately in inventory.

Could that work in your case?

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC
------------------------------

Original Message:
Sent: Jul 08, 2020 04:25 AM
From: Alexandra Cadet
Subject: Item price group

Hello,

I'm working on trade agreement and really miss something like a "item price group".

We can group items regarding line discount, but not regarding prices...

I would love too though, because we have many items with the same price, and it would be great not to have to set a trade agreement for each.

I feel like raising this as an "Idea" to Microsoft, but I'd like to be sure I'm not missing something major here...

Thank you by advance for your feedbacks!

Regards,

------------------------------
Alexandra Cadet
Camfil
------------------------------

Hello Svika,

Good point, most of the items sharing the same price are variants.

But we don't use variants in my company (I've been told it's not compliant with E-Con, the ISV product configurator we're using).

Regards,

------------------------------
Alexandra Cadet
Camfil
------------------------------

Original Message:
Sent: Jul 20, 2020 01:44 AM
From: Zvika Rimalt
Subject: Item price group

What types of items you have that have the same price, always?

Is that essentially the same item but in different colors/sizes/pattern/style etc.?

I think in such situation some users resort to using a single product ID (and hence one trade agreement line), and creating product variants - in order to keep the different items separately in inventory.

Could that work in your case?

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC

Original Message:
Sent: Jul 08, 2020 04:25 AM
From: Alexandra Cadet
Subject: Item price group

Hello,

I'm working on trade agreement and really miss something like a "item price group".

We can group items regarding line discount, but not regarding prices...

I would love too though, because we have many items with the same price, and it would be great not to have to set a trade agreement for each.

I feel like raising this as an "Idea" to Microsoft, but I'd like to be sure I'm not missing something major here...

Thank you by advance for your feedbacks!

Regards,

------------------------------
Alexandra Cadet
Camfil
------------------------------

You may see more success pushing your ISV to support variants, than to get Microsoft to change how trade agreements work.
You might have more leverage with an ISV than with Microsoft R&D....

After all, Microsoft "supports" your business case, they just do that in a way that is not compatible with the way your company has chosen to use the system...

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC
------------------------------

Original Message:
Sent: Jul 20, 2020 07:44 AM
From: Alexandra Cadet
Subject: Item price group

Hello Svika,

Good point, most of the items sharing the same price are variants.

But we don't use variants in my company (I've been told it's not compliant with E-Con, the ISV product configurator we're using).

Regards,

------------------------------
Alexandra Cadet
Camfil

Original Message:
Sent: Jul 20, 2020 01:44 AM
From: Zvika Rimalt
Subject: Item price group

What types of items you have that have the same price, always?

Is that essentially the same item but in different colors/sizes/pattern/style etc.?

I think in such situation some users resort to using a single product ID (and hence one trade agreement line), and creating product variants - in order to keep the different items separately in inventory.

Could that work in your case?

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC

Original Message:
Sent: Jul 08, 2020 04:25 AM
From: Alexandra Cadet
Subject: Item price group

Hello,

I'm working on trade agreement and really miss something like a "item price group".

We can group items regarding line discount, but not regarding prices...

I would love too though, because we have many items with the same price, and it would be great not to have to set a trade agreement for each.

I feel like raising this as an "Idea" to Microsoft, but I'd like to be sure I'm not missing something major here...

Thank you by advance for your feedbacks!

Regards,

------------------------------
Alexandra Cadet
Camfil
------------------------------