Product documentation
In standard Microsoft Dynamics 365 for Finance and Operations it's possible to link the same invoice account to multiple order accounts. This makes it possible to ship goods to a different customer than the customer which gets the invoice. However when trade agreements are evaluated, the system will look only at the order account. In order to get the correct prices on the invoice, the same agreements need to be setup for all order accounts.
Pricing customer or vendor can be used to apply the trade agreement of that account to other accounts and reduces the maintainance drastically.
The pricing customer/vendor makes it possible to use price and discount agreements from other another order account than the order account connected to the sales or purchase order.
Important
The customer account from which the price and discount agreements will be used can be setup on the d in the customer form. It is not possible to select a pricing customer on a customer which itself has been setup as a pricing customer on another customer.
When orders are entered for this customer, the price and discount agreements of the pricing customer will be used, regardless the trade agreements connected to the customer. Therefore the pricing groups on the customer will become non-editable to indicate that they are not used anymore.
For example customer 1103 is connected to pricing customer 2001. If you choose [price discount agreements] from customer 1103, a message informs that you are now in the trade agreements of customer 2001.
Retail > Headquarters setup > Parameters > Price and margin management parameters > Trade agreements
Sales and marking > Setup > Price and margin management parameters > Trade agreements
| Enable pricing customer | Enables the pricing customer field on the customer. |
| Enable pricing vendor | Enables the pricing customer field on the vendor. |
Accounts payable > Vendors > All Vendors > Purchase order defaults
Accounts receivable> Customers > All Customers > Sales order defaults
| Field | Description |
| Pricing customer | When this field is populated the trade agreement of that account are applied when this customer is added as order account on a sales order or sales quotation |
| Pricing vendor | When this field is populated the trade agreement of that account are applied when this customer is added as order account on a purchase order |