D365 Finance & Operations and Dynamics AX Forum

Hello!

New member / first post alert!

I am wondering if anyone here knows if its possible to set up item pricing by site, when using a Sales Discount trade agreement, whereby item groups, and customer groups are also being used....? I am in the Trade Agreement setup screen in our test environment trying to do this, but the site/warehouse fields are un-editable. Maybe there is a setting I need to adjust somewhere? We were able to successfully do this with an all customers / table relation on the item piece, so maybe it's just not possible with Customer/Item Groups? But I find that hard to believe...

An example of what I'm trying to do:
Customer Group A for Item Group B out of Site 1 = Sales Discount $X
Customer Group A for Item Group B out of Site 2 = Sales Discount $Y
Customer Group A for Item Group B out of Site 3 = Sales Discount $Z

Any suggestions if this is indeed impossible? We have a lot of customers and a lot of items, so trying to automate this setup with as little future maintenance as possible (i.e. when customer/items are added)...

Thanks for any help!

------------------------------
Kristin Spain
Director of Accounting
The Brooklyn Brewery
Brooklyn NY
------------------------------

Hello,

do you have sales price checked on your storage dimension assigned to the item you are using for these sales discounts?

regards,

------------------------------
Juan Sebastian Grijalba
Berkowitz Pollack Brant
Miami
------------------------------

Original Message:
Sent: Oct 29, 2019 10:02 AM
From: Kristin Spain
Subject: Pricing; Line Discount (Sales) by Site using Groups?

Hello!

New member / first post alert!

I am wondering if anyone here knows if its possible to set up item pricing by site, when using a Sales Discount trade agreement, whereby item groups, and customer groups are also being used....? I am in the Trade Agreement setup screen in our test environment trying to do this, but the site/warehouse fields are un-editable. Maybe there is a setting I need to adjust somewhere? We were able to successfully do this with an all customers / table relation on the item piece, so maybe it's just not possible with Customer/Item Groups? But I find that hard to believe...

An example of what I'm trying to do:
Customer Group A for Item Group B out of Site 1 = Sales Discount $X
Customer Group A for Item Group B out of Site 2 = Sales Discount $Y
Customer Group A for Item Group B out of Site 3 = Sales Discount $Z

Any suggestions if this is indeed impossible? We have a lot of customers and a lot of items, so trying to automate this setup with as little future maintenance as possible (i.e. when customer/items are added)...

Thanks for any help!

------------------------------
Kristin Spain
Director of Accounting
The Brooklyn Brewery
Brooklyn NY
------------------------------

Hello!

Yes, we have that setting toggled to YES for both site & warehouse under 'Sales Prices'. Still no luck. Screenshot attached.

It seems to be an issue w/ the 'Group' option under Product Code Type when the Item Relation is a Line Discount/Price Group. All other combinations between Party & Item allows the site/warehouse to be specified except when you switch the Item Relation to a Line Discount/Price Group...

Thanks,

------------------------------
Kristin Spain
Director of Accounting
The Brooklyn Brewery
Brooklyn NY
------------------------------

Original Message:
Sent: Oct 29, 2019 10:31 AM
From: Juan Sebastian Grijalba
Subject: Pricing; Line Discount (Sales) by Site using Groups?

Hello,

do you have sales price checked on your storage dimension assigned to the item you are using for these sales discounts?

regards,

------------------------------
Juan Sebastian Grijalba
Berkowitz Pollack Brant
Miami

Original Message:
Sent: Oct 29, 2019 10:02 AM
From: Kristin Spain
Subject: Pricing; Line Discount (Sales) by Site using Groups?

Hello!

New member / first post alert!

I am wondering if anyone here knows if its possible to set up item pricing by site, when using a Sales Discount trade agreement, whereby item groups, and customer groups are also being used....? I am in the Trade Agreement setup screen in our test environment trying to do this, but the site/warehouse fields are un-editable. Maybe there is a setting I need to adjust somewhere? We were able to successfully do this with an all customers / table relation on the item piece, so maybe it's just not possible with Customer/Item Groups? But I find that hard to believe...

An example of what I'm trying to do:
Customer Group A for Item Group B out of Site 1 = Sales Discount $X
Customer Group A for Item Group B out of Site 2 = Sales Discount $Y
Customer Group A for Item Group B out of Site 3 = Sales Discount $Z

Any suggestions if this is indeed impossible? We have a lot of customers and a lot of items, so trying to automate this setup with as little future maintenance as possible (i.e. when customer/items are added)...

Thanks for any help!

------------------------------
Kristin Spain
Director of Accounting
The Brooklyn Brewery
Brooklyn NY
------------------------------

Hello,

ok, do you have this turned on the activate price/discounts menu? between customer groups and item groups.

------------------------------
Juan Sebastian Grijalba
Berkowitz Pollack Brant
Miami
------------------------------

Original Message:
Sent: Oct 29, 2019 02:24 PM
From: Kristin Spain
Subject: Pricing; Line Discount (Sales) by Site using Groups?

Hello!

Yes, we have that setting toggled to YES for both site & warehouse under 'Sales Prices'. Still no luck. Screenshot attached.

It seems to be an issue w/ the 'Group' option under Product Code Type when the Item Relation is a Line Discount/Price Group. All other combinations between Party & Item allows the site/warehouse to be specified except when you switch the Item Relation to a Line Discount/Price Group...

Thanks,

------------------------------
Kristin Spain
Director of Accounting
The Brooklyn Brewery
Brooklyn NY

Original Message:
Sent: Oct 29, 2019 10:31 AM
From: Juan Sebastian Grijalba
Subject: Pricing; Line Discount (Sales) by Site using Groups?

Hello,

do you have sales price checked on your storage dimension assigned to the item you are using for these sales discounts?

regards,

------------------------------
Juan Sebastian Grijalba
Berkowitz Pollack Brant
Miami

Original Message:
Sent: Oct 29, 2019 10:02 AM
From: Kristin Spain
Subject: Pricing; Line Discount (Sales) by Site using Groups?

Hello!

New member / first post alert!

I am wondering if anyone here knows if its possible to set up item pricing by site, when using a Sales Discount trade agreement, whereby item groups, and customer groups are also being used....? I am in the Trade Agreement setup screen in our test environment trying to do this, but the site/warehouse fields are un-editable. Maybe there is a setting I need to adjust somewhere? We were able to successfully do this with an all customers / table relation on the item piece, so maybe it's just not possible with Customer/Item Groups? But I find that hard to believe...

An example of what I'm trying to do:
Customer Group A for Item Group B out of Site 1 = Sales Discount $X
Customer Group A for Item Group B out of Site 2 = Sales Discount $Y
Customer Group A for Item Group B out of Site 3 = Sales Discount $Z

Any suggestions if this is indeed impossible? We have a lot of customers and a lot of items, so trying to automate this setup with as little future maintenance as possible (i.e. when customer/items are added)...

Thanks for any help!

------------------------------
Kristin Spain
Director of Accounting
The Brooklyn Brewery
Brooklyn NY
------------------------------

Hello,

Yup - all prices/discounts are activated (attached). Our implementation partner seems to think you cannot have site/warehouse unless it is specific to an item (table). I guess we will have to keep digging for a workaround, or see what we can do manually. Seems odd that you can assign for all combinations except a group though... for something so smart, this system can be so dumb sometimes. :(

Thanks,

------------------------------
Kristin Spain
Director of Accounting
The Brooklyn Brewery
Brooklyn NY
------------------------------

Original Message:
Sent: Oct 29, 2019 02:32 PM
From: Juan Sebastian Grijalba
Subject: Pricing; Line Discount (Sales) by Site using Groups?

Hello,

ok, do you have this turned on the activate price/discounts menu? between customer groups and item groups.

------------------------------
Juan Sebastian Grijalba
Berkowitz Pollack Brant
Miami

Original Message:
Sent: Oct 29, 2019 02:24 PM
From: Kristin Spain
Subject: Pricing; Line Discount (Sales) by Site using Groups?

Hello!

Yes, we have that setting toggled to YES for both site & warehouse under 'Sales Prices'. Still no luck. Screenshot attached.

It seems to be an issue w/ the 'Group' option under Product Code Type when the Item Relation is a Line Discount/Price Group. All other combinations between Party & Item allows the site/warehouse to be specified except when you switch the Item Relation to a Line Discount/Price Group...

Thanks,

------------------------------
Kristin Spain
Director of Accounting
The Brooklyn Brewery
Brooklyn NY

Original Message:
Sent: Oct 29, 2019 10:31 AM
From: Juan Sebastian Grijalba
Subject: Pricing; Line Discount (Sales) by Site using Groups?

Hello,

do you have sales price checked on your storage dimension assigned to the item you are using for these sales discounts?

regards,

------------------------------
Juan Sebastian Grijalba
Berkowitz Pollack Brant
Miami

Original Message:
Sent: Oct 29, 2019 10:02 AM
From: Kristin Spain
Subject: Pricing; Line Discount (Sales) by Site using Groups?

Hello!

New member / first post alert!

I am wondering if anyone here knows if its possible to set up item pricing by site, when using a Sales Discount trade agreement, whereby item groups, and customer groups are also being used....? I am in the Trade Agreement setup screen in our test environment trying to do this, but the site/warehouse fields are un-editable. Maybe there is a setting I need to adjust somewhere? We were able to successfully do this with an all customers / table relation on the item piece, so maybe it's just not possible with Customer/Item Groups? But I find that hard to believe...

An example of what I'm trying to do:
Customer Group A for Item Group B out of Site 1 = Sales Discount $X
Customer Group A for Item Group B out of Site 2 = Sales Discount $Y
Customer Group A for Item Group B out of Site 3 = Sales Discount $Z

Any suggestions if this is indeed impossible? We have a lot of customers and a lot of items, so trying to automate this setup with as little future maintenance as possible (i.e. when customer/items are added)...

Thanks for any help!

------------------------------
Kristin Spain
Director of Accounting
The Brooklyn Brewery
Brooklyn NY
------------------------------