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Pricing Line Disc

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  • Follow template with respect to point size I guess it’s a matter of taste… but I find this one too much..
  • Sample slide that I inserted to illustrate
  • Sample slide that I inserted to illustrate
  • Sample slide that I inserted to illustrate
  • ©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

Transcript

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