Microsoft Dynamics™ AX 4.0Rapid Configuration Tool

PRICINGLine Discounts

Trade Agreements

• Sales price• Line discount• Multi-line discount• Total discount

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

Price Matrix Example

Customer price/discount groups(Attach group to customer)

Item discount groups

(Attach group to item)

Distributors

Retailers Employees

Customer 1

Hardware 3% disc. 2% disc. 2% disc. 4%

Appliances 7% 5% 6% 10%

Electrical 4% 3% 3% 5%

Household 1% 1% 1% 2%

Item Discount Groups

Accounts receivable > Setup > Price/discount > Item discount groups

Inventory > Setup > Price/discount > Item discount groups

• Select Line discount group

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

• 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

Setting up Trade Agreements

• Select the customer group • Select the Trade agreement button• Set up the line discounts

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

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

• 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

© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.