Special prices for the customer

Dynamics 365 for Finance and Operations/AX Technical Forum
1

Hi All

we have one special customer for whom we have special price as we are selling the item on the margin of 10% of the cost. Now i want to configure a setup like whenever this customer is choossen for creating the sales order. this prices(10% margin) will call.

can u tell me the set how can set this. please tell me the step procedure if possible. This to be applied for all the items.

thanks

2

This functionality does not exist as standard to base a selling price automatically on a 10% margin. You can set this by item, but not by customer. Part of teh issue is the continual moving nature of the sales price based upon a moving cost, which is why it is item based. You could set this on the item and set every other customer in a price group that does not get this and the customer you want get the base item price which is 10% margin.

3

That mean on item i have to define but i have the same item for each customer, if the price are same for all that i can achieve from the misc percent option on the item master .

Can u explain me in procedure mean steps that i have to follow in AX to achieve the above task.

thanks

4

Well considering I said you could not really that is difficult. However set the contribution ratio on the item record to get the 10% mark up. Then in the trade agreements attach every customer to a group except the one you want to get the price, then for the item assign a price to every group. This leaves the one customer to get the calculated price from the item card.

5

If we have more than one customer then how can we implement that, mean like two customers are there on which 10 % and on another 5% margin is to select.

6

You need to modify it to achieve percent markups to the sales price from a base cost for a % based increase that differs across multiple customers.

7

Thanks Adam

can u explain me little bit more and the procedure. As through the stepwise process i will get more clearity and i can easily understands it.

thanks

8

Well it is a modification, so you sit with the client, look at all of the requirements and then design a solution to resolve it.

9

the client requirement is just they have two client on which they want the sales price of 10% margin and on one they want 5 % and on rest they have the same.

10

It is still a modification, the suggestion worked ONLY by excluding everyone except the one customer wanting 10%, now you introduce another you make the suggestion obsolete and now it is a modification.

11

@ ADam, no no i havent made it obsolete, actually earlier the client have only one customer like this but now they have one more, that is why i asked you. Suggest me how can i implement this in the AX.

thanks

12

here i found one option, that is, in Accounts Recevables/setup/price-discount/customer price-discount group here i can define the group and under trade aggrement i will select the sales price and import the whole item master with the prices(10% increased). and attached that group to the customer.

13

Yes but that does not satisfy your original needs - 10% + cost, you are assuming you cost never moves, or perhaps I assumed it did. If it does your margin is no longer 10% which should become a big issue for your client.