Microsoft Dynamics™ AX 4.0 Rapid Configuration Tool PRICING Total 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 Total Discount? <ul><li>What is a total discount? </li></ul><ul><ul><li>Discount percentage deducted from the or...
Customer Price/Discount Groups Accounts receivable > Setup > Price/discount >Customer price/discount groups Inventory > Se...
Setting up Trade Agreements <ul><li>Accounts receivable > Setup > Price/discount > Customer price/discount groups </li></ul>
Link Price/Discount Group to a Customer <ul><li>Accounts receivable > Customer > Sales order tab > Total discount field </...
Link the Discount to the Item <ul><li>Inventory >  Item > Price/Discount tab > Total discount field  </li></ul>
Activate the Trade Agreement <ul><li>Accounts receivable > Setup > Price/Discount > Activate price/discount  </li></ul>
The Sales Order
© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes n...
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Pricing Total Disc

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  • Point size does not folllow template Product name incorrect I added headings (”PRICING”, ”Line Discounts”, ”Rapid Configuration Tool”) – not sure what the correct name of the tool is? (”Microsoft Dynamics AX Rapid Configuration Tool”?)
  • Note that a discount is not given on Item 1001 because the “total discount” box is not checked for that item on the item master. Also note you must click Calculation – Total discount and then go to Inquiries – Totals to see the total discount for the order.
  • ©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 05:58
  • Pricing Total Disc

    1. 1. Microsoft Dynamics™ AX 4.0 Rapid Configuration Tool PRICING Total 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 Total Discount? <ul><li>What is a total discount? </li></ul><ul><ul><li>Discount percentage deducted from the order </li></ul></ul><ul><ul><li>Discount amount deducted from the order </li></ul></ul><ul><ul><li>Discount can have effective dates </li></ul></ul><ul><ul><li>Discount can be based on the order amount </li></ul></ul><ul><li>How are total discounts calculated? </li></ul><ul><ul><li>Items are marked as eligible for a total discount </li></ul></ul><ul><ul><li>The customer or sales order must have a price/discount group for total discount </li></ul></ul>
    4. 4. Customer Price/Discount Groups Accounts receivable > Setup > Price/discount >Customer price/discount groups Inventory > Setup > Price/discount > Customer price/discount groups
    5. 5. Setting up Trade Agreements <ul><li>Accounts receivable > Setup > Price/discount > Customer price/discount groups </li></ul>
    6. 6. Link Price/Discount Group to a Customer <ul><li>Accounts receivable > Customer > Sales order tab > Total discount field </li></ul>
    7. 7. Link the Discount to the Item <ul><li>Inventory > Item > Price/Discount tab > Total discount field </li></ul>
    8. 8. Activate the Trade Agreement <ul><li>Accounts receivable > Setup > Price/Discount > Activate price/discount </li></ul>
    9. 9. The Sales Order
    10. 10. © 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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