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Microsoft Dynamics? AX 4.0 Rapid Configuration Tool PRICING Total Discounts
Trade Agreements Sales price Line discount Multi-line discount Total discount
What is a Total Discount? What is a total discount? Discount percentage deducted from the order Discount amount deducted from the order Discount can have effective dates Discount can be based on the order amount How are total discounts calculated? Items are marked as eligible for a total discount The customer or sales order must have a price/discount group for total discount
Customer Price/Discount Groups Accounts receivable > Setup > Price/discount >Customer price/discount groups Inventory > Setup > Price/discount > Customer price/discount groups
Setting up Trade Agreements Accounts receivable > Setup > Price/discount > Customer price/discount groups
Link Price/Discount Group to a Customer Accounts receivable > Customer > Sales order tab > Total discount field
Link the Discount to the Item Inventory >  Item > Price/Discount tab > Total discount field
Activate the Trade Agreement Accounts receivable > Setup > Price/Discount > Activate price/discount
The Sales Order
? 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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Pricing Total Disc

  • 1. Microsoft Dynamics? AX 4.0 Rapid Configuration Tool PRICING Total Discounts
  • 2. Trade Agreements Sales price Line discount Multi-line discount Total discount
  • 3. What is a Total Discount? What is a total discount? Discount percentage deducted from the order Discount amount deducted from the order Discount can have effective dates Discount can be based on the order amount How are total discounts calculated? Items are marked as eligible for a total discount The customer or sales order must have a price/discount group for total discount
  • 4. Customer Price/Discount Groups Accounts receivable > Setup > Price/discount >Customer price/discount groups Inventory > Setup > Price/discount > Customer price/discount groups
  • 5. Setting up Trade Agreements Accounts receivable > Setup > Price/discount > Customer price/discount groups
  • 6. Link Price/Discount Group to a Customer Accounts receivable > Customer > Sales order tab > Total discount field
  • 7. Link the Discount to the Item Inventory > Item > Price/Discount tab > Total discount field
  • 8. Activate the Trade Agreement Accounts receivable > Setup > Price/Discount > Activate price/discount
  • 10. ? 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Editor's Notes

  • #2: 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”?)
  • #10: 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.
  • #11: ?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