Product documentation
On the customer in standard Microsoft Dynamics 365 for Finance and Operations it's possible to setup price and discounts groups. This makes it possible to create trade agreements for a group of customers.
Often prices and discounts are setup on a group level to reduce amount of work and indicates such a group the type of customer (e.g. Gold, Silver and Bronze, where Gold customer get more discount or lower prices).
The problem however is that a customer is not always a Gold customer for the whole assortment. To address this issue you can use the price discount segmentation feature of the Price and Margin Management solution.
Per price discount segmentation group it's possible to setup a specific customer price group, net price group, net exclusive price group or a line discount group. This can be done on the level of a product category. A specific category hierarchy role association Price segmentation has been introduced.
On the sales order and sales quotation lines the customer price group, net price group, net exclusive price group and line discount group have been added. On creation of the order line the system will check whether for the selected customer a price segmentation group and category combination can be found. If found the groups from this record will be inserted into the order line and the price and discounts are calculated based on those groups instead of the ones on the order header.
Retail > Headquarters setup > Parameters > Price and margin management parameters > Trade agreements
Sales and marketing > Setup > Price and margin management parameters > Trade agreements
| Field | Description |
| Enable Price segmentation | The price segementation group and menu item for price segmentation on the customer will become visible and the logic is executed on the sales order and quotation lines |
Product management > Setup > Category and attributes > Category hierarchy role association
| Field | Description |
| Category hierarchy type | Select the type Price segementation |
Sales and marketing > Setup > Prices and discounts > Price discounts segmentation group
| Field | Description |
| Name | Name and id of the price discount segmentation group |
| Description | Description of the price discount segmentation group |
| Menu item Price discount segmentation | Opens the setup form for the selected price discount segmentation group |
Sales and marketing > Prices and discounts > Price discount segmentation
| Field | Description |
| Price segmentation group | Id |
| Valid for | All or table, with this option it's possible to set an override on the price segmentation group for a specific customer or customer object |
| Account number | The account number for which an override has been setup |
| Category | For products of the selected categergories and subcategories the defined price and discount groups will be applied |
| Price group | Customer price group |
| Net price group | Customer net price group |
| Net exclusive price group | Customer net exclusive price group |
| Line discount group | Customer line discount group |
| Sub nodes excluded | When enabled only for products of the selected categories the defined price and discount groups will be applied |
|
Menu item Search price discount segment |
With the menu item Search price discount segment test it's possible to validate your setup. Based on the selected item, segmentation group and customer the focus will be set to the record in the grid which will be used for caclulating the price and discount on the orders. |
Note
Accounts receivable > Customers > All customers > Sales order defaults
| Field | Description |
| Price discount segmentation group | When this group is set, the menu item Price discount segmentation becomes active on the customer from which it will show the setup for this customer. When order lines are created the discount groups on the order lines are populated based on the segmentation group. |
Sales and marketing > Customer object > All customer objects
| Field | Description |
| Ignore customer price settings | Customer price settings will be ignored when this customer object is used (only price segmentation atm) |
| Price discount segmentation group | When this group is set, the menu item Price discount segmentation becomes active on the object from which it will show the setup for this customer. When the customer object is added to the order, the price segmentation of the customer object is applied instead of the segmentation of the customer. When order lines are created the discount groups on the order lines are populated based on the segmentation group. |