Standard Microsoft Dynamics 365 for Finance and Operations purchase trade agreements support several price and discount types:

• Price
• Line discount
• Multi line discount
• Total discount

In the activate price/discount form you can control which agreements can be setup for vendors and items on several levels.

The discounts, if found, are always applied to the purchase price.

E.g. this makes it possible to define a vendor specific purchase price on an item level and a line discount % for a group of items.

However, it is not possible to exclude specific items from discounts. To make this possible HSO Innovation has added two additional price types:

• Net purchase price:
  
  The system will calculate the net amount of the applicable standard purchase price and line discount and compare this with the applicable net purchase price. The lowest net amount will be applied.
  
  For example: a net sales price applicable for all customers (relation type = All) (consider this setup as a ‘action price’ for a certain period) will be compared against a gross -/- discount sales price for a specific customer (relation type = table) and the cheapest of both will be applied.
  
• Net exclusive purchase price:
  
  If an applicable net exclusive purchase price is found it will be applied, even if there is an applicable lower net purchase price or applicable standard price minus line discount.

On the line details price and discount tab on the purchase order line, the user can see which price type has been applied.

The two new price types act as a regular price with the exception that the line discounts are not applied. This means that the trade agreements of the new price types can be viewed via the standard menu items for viewing purchase prices.

Examples

Item 0141 is linked to purchase order line discount group Shirts and vendor 1005.

Example Gross price minus discount

Example Gross price minus discount and lower Net price

Example Gross price minus discount and higher Net price

Example Gross price minus discount and higher Net exclusive price

Open in Excel

Standard Microsoft Dynamics 365 for Finance and Operations offers the possibility to open and edit trade agreement journal lines in Excel. The two new price types Net and Net exclusive purchase prices have been added to this function.

Pricing trace

Accounts receivable > Orders > All sales orders > Sales order lines > Sales order lines > Pricing trace

Sales and marketing > Sales quotations > All quotations > Lines > Sales quotation lines > Pricing trace

Accounts payable > Purchase Orders > All purchase orders > Purchase order lines > Purchase order lines > Pricing trace

A special form has been added to the order lines to show which trade agreements have been found and compared with each other in order to find the lowest price between the Unit (Gross) price minus discount and the Net sales price or whether a Net exclusive price has been applied.

This menu item is only enabled when net or net exclusive prices have been enabled.

Setup

Sales and marketing > Setup > Price and margin management parameters > Trade agreement > Price Types

Retail and commerce > Headquarters setup > > Price and margin management parameters > Trade agreement > Price Types

Activate (Purch)

Procurement and sourcing > Setup > Prices and discounts > Activate price / discount

Activate on the Net price and Net exclusive price tab for which combinations needs to be evaluated when the price discount logic is executed on purchase orders

Activate (Sales)

Sales and marketing > Setup > Prices and discounts > Activate price / discount

Activate on the Net price and Net exclusive price tab for which combinations needs to be evaluated when the price discount logic is executed on sales orders and quotations

Update order lines (Purch)

Procurement and sourcing > Setup > Procurement and sourcing parameters > tab:  General > Update order lines

Update order line (Sales)

Accounts receivable  > Setup  > Accounts receivable parameters > tab: Updates > Update order lines or Update quotation lines