Microsoft Dynamics™ AX 4.0 Rapid Configuration Tool PRICING Line Discounts
Trade Agreements <ul><li>Sales price </li></ul><ul><li>Line discount </li></ul><ul><li>Multi-line discount </li></ul><ul><...
What is a Line Discount? <ul><li>Discount percentage </li></ul><ul><li>Discount amount </li></ul><ul><li>Discounts can hav...
Price Matrix Example 2% 1% 1% 1% Household 5% 3% 3% 4% Electrical 10% 6% 5% 7% Appliances 4% 2% disc. 2% disc. 3% disc. Ha...
Item Discount Groups Accounts receivable > Setup > Price/discount > Item discount groups Inventory > Setup > Price/discoun...
Customer Price/Discount Groups Accounts receivable > Setup > Price/discount > Customer price/discount groups Inventory > S...
<ul><li>Trade agreements can be set up from the “Item discount group” or from the “Customer price/discount group” </li></u...
Setting up Trade Agreements <ul><li>Select the customer group  </li></ul><ul><li>Select the Trade agreement button </li></...
Details of Trade Agreement <ul><li>Microsoft Dynamics™ AX will search the trade agreement for the currency and unit that m...
Accounts receivable > Customer > Sales order tab > Line discount field Link the Discount group to the Customer
Inventory Management > Item > Price/Discount tab > Line discount field Link the Discount group to the Item
Activate the Trade Agreement Accounts receivable > Setup > Price/Discount > Activate price/discount
The Sales Order <ul><li>Sales order entered for customer in line discount group:  Energy Saving Bulbs Main Customer  </li>...
© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes n...
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Pricing Line Disc

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  • ©2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 01/01/10 05:45
  • Pricing Line Disc

    1. 1. Microsoft Dynamics™ AX 4.0 Rapid Configuration Tool PRICING Line Discounts
    2. 2. Trade Agreements <ul><li>Sales price </li></ul><ul><li>Line discount </li></ul><ul><li>Multi-line discount </li></ul><ul><li>Total discount </li></ul>
    3. 3. What is a Line Discount? <ul><li>Discount percentage </li></ul><ul><li>Discount amount </li></ul><ul><li>Discounts can have an effective start and end date </li></ul><ul><li>Discounts can be based on the quantity purchased </li></ul>
    4. 4. Price Matrix Example 2% 1% 1% 1% Household 5% 3% 3% 4% Electrical 10% 6% 5% 7% Appliances 4% 2% disc. 2% disc. 3% disc. Hardware Customer 1 Employees Retailers Distributors Item discount groups (Attach group to item) Customer price/discount groups (Attach group to customer)
    5. 5. Item Discount Groups Accounts receivable > Setup > Price/discount > Item discount groups Inventory > Setup > Price/discount > Item discount groups <ul><li>Select Line discount group </li></ul>
    6. 6. Customer Price/Discount Groups Accounts receivable > Setup > Price/discount > Customer price/discount groups Inventory > Setup > Price/discount > Customer price/discount groups <ul><li>Select Line discount group </li></ul>
    7. 7. <ul><li>Trade agreements can be set up from the “Item discount group” or from the “Customer price/discount group” </li></ul><ul><li>Select the form with the least amount of groups </li></ul>Setting up Trade Agreements
    8. 8. Setting up Trade Agreements <ul><li>Select the customer group </li></ul><ul><li>Select the Trade agreement button </li></ul><ul><li>Set up the line discounts </li></ul>
    9. 9. Details of Trade Agreement <ul><li>Microsoft Dynamics™ AX will search the trade agreement for the currency and unit that match those entered on the sales order </li></ul><ul><li>Item code “Table” overrides “Group” and “Group” overrides “All”, unless “Find next” is checked </li></ul><ul><li>“ Find next” indicates that Microsoft Dynamics AX should search for the best price </li></ul>
    10. 10. Accounts receivable > Customer > Sales order tab > Line discount field Link the Discount group to the Customer
    11. 11. Inventory Management > Item > Price/Discount tab > Line discount field Link the Discount group to the Item
    12. 12. Activate the Trade Agreement Accounts receivable > Setup > Price/Discount > Activate price/discount
    13. 13. The Sales Order <ul><li>Sales order entered for customer in line discount group: Energy Saving Bulbs Main Customer </li></ul><ul><li>Sales order line entered for item in line discount group: General Bulb line discount group </li></ul><ul><li>A 3% discount is calculated based on the trade agreement </li></ul>
    14. 14. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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