This document provides information about setting up line discounts, trade agreements, and price matrices in Microsoft Dynamics AX 4.0. It discusses linking item and customer discount groups to items and customers, respectively, to apply appropriate discounts. It also outlines how to activate trade agreements and notes that Dynamics AX will search for the best matching agreement when a sales order is created.

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

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