1
MURRAY FIFE
DYNAMICS AX 2012 TIPS & TRICKS
CONTROL PRICE
ADJUSTMENTS ON SALES
ORDERS
CONTROL PRICE ADJUSTMENTS
ON SALES ORDERS
BY MURRAY FIFE
Copyright © 2014 Murray Fife
All Rights Reserved
5
What you need for this Blueprint
All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012
...
6
7
Control Price Adjustments On
Sales Orders
You probably spend a lot of time trying to set up your pricing within Dynamics...
8
TIP & TRICKS FOR DYNAMICS AX 2012
Open up your Released Product that you want to control the price updates on and
within...
9
TIP & TRICKS FOR DYNAMICS AX 2012
When you place an order for that product, there will be no way that the user is able t...
10
TIP & TRICKS FOR DYNAMICS AX 2012
If you want to allow the users to change the price, then check the Allow Price Adjust...
11
TIP & TRICKS FOR DYNAMICS AX 2012
Now when you change the price on the order a Change Reason dialog box will be
display...
12
TIP & TRICKS FOR DYNAMICS AX 2012
You will be required to select a reason from the reason codes that have been assigned...
13
TIP & TRICKS FOR DYNAMICS AX 2012
After selecting the reason code, just click the OK button.
Control Price Adjustments ...
14
TIP & TRICKS FOR DYNAMICS AX 2012
Now the price has been updated, and also an icon will show up on the order line that
...
15
TIP & TRICKS FOR DYNAMICS AX 2012
Tip: If you want to change the default color for the price change highlighter, then c...
16
TIP & TRICKS FOR DYNAMICS AX 2012
Within the Display page of the Properties you will find a color field called Price
Ov...
17
TIP & TRICKS FOR DYNAMICS AX 2012
18
TIP & TRICKS FOR DYNAMICS AX 2012
19
TIP & TRICKS FOR DYNAMICS AX 2012
The Tips & Tricks series is a compilation of all the cool things that I have found th...
20
TIP & TRICKS FOR DYNAMICS AX 2012
21
TIP & TRICKS FOR DYNAMICS AX 2012
Murray Fife is a Microsoft Dynamics AX MVP, Author with over 20
years of experience i...
Control Price Adjustments On Sales Orders Within Dynamics AX
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Control Price Adjustments On Sales Orders Within Dynamics AX

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You probably spend a lot of time trying to set up your pricing within Dynamics AX so that it is just right, and then the salespeople come along and just change it willey nilley as they are taking the sales orders. If a price change feels like a needle piercing your heart then don’t worry, you can turn off the ability for the users to be able to update the price that you have set up, or at the very least, turn on reason codes so that when a price is changed, the user has to say why they made the change.
At least now when the users break your heart and ignore the suggested pricing, you will know why and receive a little closure.

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Transcript of "Control Price Adjustments On Sales Orders Within Dynamics AX"

  1. 1. 1 MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS CONTROL PRICE ADJUSTMENTS ON SALES ORDERS
  2. 2. CONTROL PRICE ADJUSTMENTS ON SALES ORDERS BY MURRAY FIFE
  3. 3. Copyright © 2014 Murray Fife All Rights Reserved
  4. 4. 5 What you need for this Blueprint All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012 virtual machine image that was downloaded from the Microsoft CustomerSource or PartnerSource site. If you don't have your own installation of Microsoft Dynamics AX 2012, you can also use the images found on the Microsoft Learning Download Center. The following list of software from the virtual image was leveraged within this blueprint: • Microsoft Dynamics AX 2012 Even though all the preceding software was used during the development and testing of the recipes in this book, they may also work on earlier versions of the software with minor tweaks and adjustments, and should also work on later versions without any changes. Errata Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing murray@murrayfife.me. Piracy Piracy of copyright material on the Internet is an ongoing problem across all media. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy. Please contact us at murray@murrayfife.me with a link to the suspected pirated material. We appreciate your help in protecting our authors, and our ability to bring you valuable content. Questions You can contact us at murray@murrayfife.me if you are having a problem with any aspect of the book, and we will do our best to address it. Preface
  5. 5. 6
  6. 6. 7 Control Price Adjustments On Sales Orders You probably spend a lot of time trying to set up your pricing within Dynamics AX so that it is just right, and then the salespeople come along and just change it willey nilley as they are taking the sales orders. If a price change feels like a needle piercing your heart then don’t worry, you can turn off the ability for the users to be able to update the price that you have set up, or at the very least, turn on reason codes so that when a price is changed, the user has to say why they made the change. At least now when the users break your heart and ignore the suggested pricing, you will know why and receive a little closure.
  7. 7. 8 TIP & TRICKS FOR DYNAMICS AX 2012 Open up your Released Product that you want to control the price updates on and within the Price Adjust field group of the Sell fast tab, notice that there is a new field called Allow Price Adjust. To lock the price then uncheck this box. Control Price Adjustments On Sales Orders
  8. 8. 9 TIP & TRICKS FOR DYNAMICS AX 2012 When you place an order for that product, there will be no way that the user is able to change the default price. Control Price Adjustments On Sales Orders
  9. 9. 10 TIP & TRICKS FOR DYNAMICS AX 2012 If you want to allow the users to change the price, then check the Allow Price Adjust flag. Control Price Adjustments On Sales Orders
  10. 10. 11 TIP & TRICKS FOR DYNAMICS AX 2012 Now when you change the price on the order a Change Reason dialog box will be displayed. Control Price Adjustments On Sales Orders
  11. 11. 12 TIP & TRICKS FOR DYNAMICS AX 2012 You will be required to select a reason from the reason codes that have been assigned to price changes. Control Price Adjustments On Sales Orders
  12. 12. 13 TIP & TRICKS FOR DYNAMICS AX 2012 After selecting the reason code, just click the OK button. Control Price Adjustments On Sales Orders
  13. 13. 14 TIP & TRICKS FOR DYNAMICS AX 2012 Now the price has been updated, and also an icon will show up on the order line that indicates that the price has been adjusted. Also, the line details will be highlighted to give a visual cue that the price has been adjusted. Control Price Adjustments On Sales Orders
  14. 14. 15 TIP & TRICKS FOR DYNAMICS AX 2012 Tip: If you want to change the default color for the price change highlighter, then click on the Call Center Parameters within the Setup group of the Call Center area page. Control Price Adjustments On Sales Orders
  15. 15. 16 TIP & TRICKS FOR DYNAMICS AX 2012 Within the Display page of the Properties you will find a color field called Price Override Line that you can change to any other color you like for the line highlighting. Control Price Adjustments On Sales Orders
  16. 16. 17 TIP & TRICKS FOR DYNAMICS AX 2012
  17. 17. 18 TIP & TRICKS FOR DYNAMICS AX 2012
  18. 18. 19 TIP & TRICKS FOR DYNAMICS AX 2012 The Tips & Tricks series is a compilation of all the cool things that I have found that you can do within Dynamics AX, and are also the basis for my Tips & Tricks presentations that I have been giving for the AXUG, and online. Unfortunately book page size restrictions mean that I can only fit 50 tips & tricks per book, but I will create new volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  19. 19. 20 TIP & TRICKS FOR DYNAMICS AX 2012
  20. 20. 21 TIP & TRICKS FOR DYNAMICS AX 2012 Murray Fife is a Microsoft Dynamics AX MVP, Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant, a trainer, and now spend most of his days working with companies solving their problems with the Microsoft suite of products, specializing in the Dynamics® AX solutions. EMAIL murray@murrayfife.me TWITTER @murrayfife SKYPE murrayfife AMAZON http://www.amazon.com/author/murrayfife BLOG http://dynamicsaxtipoftheday.com http://extendingdynamicsax.com http://atinkerersnotebook.com SLIDESHARE http://slideshare.net/murrayfife LINKEDIN http://www.linkedin.com/in/murrayfife About the Author

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