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Business Central

Business Central Sales Prices and Discounts

The different Business Central Sales Prices and Discounts agreements that apply when selling to different customers must be defined so that the agreed rules and values are applied to the sales documents that you create for the customers.

When the special prices and line discounts for sales and purchases are recorded, Business Central ensures that your profit on item trade is always optimal by automatically calculating the best price on sales and purchase documents and on job and item journal lines.

Concerning prices, you can have a special sales price inserted on the sales lines if a certain combination of customer, minimum quantity, unit of measure, item or starting or ending date exists.

Concerning discounts, you can set up and use two types of sales discounts:

  • Sales Line Discount

An amount discount that is inserted on sales lines if a certain combination of customer, item, minimum quantity, unit of measure, or starting/ending date exists. This works in the same way as for sales prices.

  • Invoice Discount

A percentage discount that is subtracted from the document total if the value amount of all lines on a sales document exceeds a certain minimum.

Because Business Central Sales Prices and Discounts are based on a combination of item and customer, you can also perform this configuration from the item card of the item where the rules and values apply.

Business Central Sales Prices and Discounts Steps

1. To Set Up a Sales Price for a Customer

  • Choose the search icon, enter Customers and then choose the related link.
  • Open the relevant customer card and then choose the Prices action.

The Sales Type field is already filled with Customer and the Sales Code field is already filled with the customer number.

  • Fill in the fields on the line as necessary. Go over a field to read a short description. Fill a line for each combination that will grant a special sales price to the customer.

2. To Set Up a Sales Line Discount for a Customer

  • Choose the search icon, enter Customers and then choose the related link.
  • Open the relevant customer card and then choose the Line Discounts action.

The Sales Type field is already filled with Customer and the Sales Code field is already filled with the customer number.

  • Fill in the fields on the line as necessary. Go over a field to read a short description. Fill a line for each combination that will grant a sales line discount to the customer.

3. To Set Up an Invoice Discount for a Customer

When you have decided which customers are eligible for invoice discounts, enter the invoice discount code on the customer cards and set up the terms for each code.

  • Choose the search icon, enter Customers, and then choose the related link.
  • Open the customer card for a customer that will be eligible for invoice discounts.
  • In the Invoice Disc. Code field, select a code for the relevant invoice discount terms to use to calculate invoice discounts for the customer.

4. To Work With Sales Invoice Discounts and Service Charges

When you use invoice discounts, the size of the invoice amount determines the size of the discount that is granted.

On the Cust. Invoice Discounts page, to the invoices you can also attach a service charge over a certain amount.

Before you can use invoice discounts with sales, you must enter certain information in the program. You must choose:

  • Which customers will be granted this type of discount.
  • Which discount percentages you will use.

If you invoice discounts to be calculated automatically, you can specify this on the Sales & Receivables Setup page.

5. To Copy Sales Prices

If you want to copy sales prices, such as an individual customer’s sales prices to use for a customer price group, you must run the Suggest Sales Price on Wksh. batch job. You can an action for the batch job on the Sales Price Worksheet page.

  • Choose the search icon, enter Sales Price Worksheet and then choose the related link.
  • Choose the Suggest Sales Price on Wksh. action.
  • On the Sales Prices FastTab, enter the Sales Type and Sales Code fields with the original sales prices you want to copy.
  • In the top section of the request page, enter the Sales Type and Sales Code fields with the type and name you want the sales prices copied to.
  • If you want the batch job to create new prices, choose the Create New Prices check box.
  • Choose the OK button to fill in the lines on the Sales Price Worksheet page with the suggested new prices, indicating that they are valid for the selected sales type.

6. To Bulk Update Item Prices

If you want to bulk update item prices, such as increase all item prices by some percentage, you must run the Suggest Item Price on Wksh. batch job. You can find a link to the batch job on the Sales Price Worksheet page.

  • Choose the search icon, enter Sales Price Worksheet, and then choose the related link.
  • Choose the Suggest Item Price on Wksh. action.
  • On the Item FastTab, enter the No. or the Inventory Posting Group or other fields with the original item prices you want to update.
  • In the top section of the request page, fill in the Sales Type and Sales Code with the type and name you want the Business Central Sales Prices and Discounts copied to.
  • If you want the batch job to automatically adjust suggested item prices, enter adjustment in Adjustment Factor field.
  • If you want the batch job to create new prices, choose the Create New Prices field.
  • Choose the OK button to fill in the lines on the Sales Price Worksheet page with the suggested new prices, indicating that they are valid for the selected Item.

When you have recorded the special prices and line discounts for sales and purchases, MS D365 Business Central make sures that your profit on item trade is always optimal by automatically calculating the best price on the sales and purchase documents and on job and item journal lines.

Microsoft Dynamics Business Central automatically calculates this when it inserts the unit price and the line discount percentage for items on new document and journal lines. For more information on Business Central Sales Prices and Discounts, please contact us.

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