• Two new period jobs to restore retaildiscount lines have been added one for sales order and one for quotation lines
• DYSREP field DYSAPCInvoiceQtyInPriceUnit added to SalesInvoice DP class
• The field margin for in the price and margin management form part is now made editable by default

10039.24031900

Before upgrading to the 10.0.38 version of Price and Margin Management, Finance and Operations needs to be on version 10.0.38 (build 10.0.1777.78 or higher). Within this version of Price and Margin management a breaking change caused by Microsoft has been fixed by HSO Innovation. After installation of Price and Margin Management ask Microsoft to to enable the flight 

VendInvoiceMarkupTransCopyPerformanceEnableSysDaFlight, if you previously asked Microsoft to enable the PurchOrderInvoiceMarkUpTransCopyPerformanceFlight_KillSwitch, you can aks MS to disable it at the same time.

• New parameter Use dynamic sales price markup search added to price and margin management parameters
• Apply retail discounts when sales price is calculated automatically
• Existing Price and margin management hierarchy menu items for cost markup, price segmentation, sales margin and sales tier template hierarchies now points to the category hierarchy role associations which allows you to create a new record
• Sales price in order line is now updated when a new automatic sales price has been recalculated in the cost price details tab
• Menu item Category hierarchy role associations per company has been removed as it does not add any value, instead the form Category hierarchy role associations should be used
• It is now possible to add the current company to the category hierarchy role associations
• When customer object is cleared from the order header reinitialize the sales markup from customer
• The label packages DYSAPCLabels, DYSMMQLabels and DYSNPPLabels have been placed in their respective base package
  

10038.62.1910

• New parameter Calculate sales price added: when no price has been found a automatic calculated sales price can be added to the order
• Added the possibility to determine to which component the coverage charges are added
  
  It is IMPORTANT to run the Data upgrade job in the Price and Management parameters form.  The new field Add coverage to will be populated with the value of the field Coverage calculation input in order to maintain the current way of working. This will be done on both the sales markup and the sales markup template.
  
• New parameter added: Line amount based on net price in price unit
• New field group Automatic creation added to the Price and Management parameters form
• Extension fields APC and DPD are added to SalesOrderHeaderV3
  

10036.60.1900

• Added menu item to view and edit Cost price recalculation triggers
• The trigger table has been extended with additional date fields
• Added Purchase trade agreement date to Trade agreements lines
• Added purchase trade agreement date to Retail price adjustments and discounts lines
• The function Recalculate existing sales price list lines has been extended to pick up dates from the trigger table
• The function Recalculate existing and close sales price list lines has been extended to pick up dates from the trigger table
• The function Cost / Sales price calculation has been extended to pick up dates from the trigger table
• Purchase trade agreement date has been added to the price compare form details
• Modified the class for calculation of the line amount in preparation to support a different line amount calculation which will be based on net price per price unit.
• It's not possible anymore to enabled multiple is mandatory in the default order settings when multiple = 0
  

10034.58.1850

• The type of cost price recalculation can now be selected when recalculating existing sales price list lines
• The type of cost price recalculation can now be selected when recalculating existing and close sales price list lines
  

10033.57.1840

• Changing the site/warehouse/mode of delivery on a purchase order line did not trigger a recalculation of the cost to sales price calculation markup
• Cost price recalculation trigger table has been extended with additional fields
• Added (direct delivery) contact for delivery fields to purchase confirmation document

10032.56.1831

• Sales price markup had been added to customer object and will be initiated on the sales order header when object is selected

10032.56.1830

• Fall back to Gross Price Price and margin information in case of net / net exclusive trade agreement price without Price and margin information
• Several menu items have been re-arranged in the Price and Margin management module

10031.55.1820

• First release of Drop shipment order price and discount
• Site and warehouse have been added to the cost component value setup
• Use new extension points on RetailPeriodicDiscountPublishService to divide the prices / discounts by price unit. This is needed for the V3 version of the retail pricing engine:
  
  From of version 10.0.31 it's now allowed to enabled the feature Improve discount computation performance by using flattened discount tables.

10031.55.1810

10030.54.1800

• Button recalculate has been added for non-retail sales quotations
• Implemented price units in Retail price simulator
• Retail discount flattening is executed when APC calculation is run in batch or manual on an enabled price adjustment or discount

10028.52.1750

• Discount percentage 1 and 2 implemented on sales order and sales quotations
• Extended the data provider class for the sales confirmation, it now includes DYSAPC price related fields
• Extended the data provider class for the sales invoice, it now includes DYSAPC price related fields
• Extended the data provider class for the sales quotation, it now includes DYSAPC price related fields
• Extended the data provider class for the sales quotation confirmation, it now includes DYSAPC price related fields

10026.50.1740

• Depricated: Alternative line amount, has been replaced by Discount uses price quantity

• Skip price discount calculations on purchase orders
• APC Preserve now also works on sales charges
• Added the option to round the net price per unit before calculating the line amount
• Changed code so everything keeps running as expected when the configuration key 'DYSAPC' is turned off

10025.49.1730

• It is now possible to use edit in excel for modifying the additional agreement types of Price and Margin Management
• Added the ability to show linked quantity discounts that were created from a tier template and vice versa
• Cost value setup override enabled for percentage and fixed
• Adjustments made to the setup of the price margin worker group to ease the setup
• In case of retail when determining which sales markup to apply on auto create look at customer group on sales order header and if empty fall back to the customer
• It is not be possible any more to setup two role associations for the type price segmentation

10023.47.1720

• It is now possible to use edit in excel for modifying the additional agreement types of Price and Margin Management
• Parameter added to price margin worker group to control the visiblity of the cost break down
• In case of retail when determining which sales markup to apply on auto create do not look at customer group on sales order header but on customer
• When the delivery mode,- terms or date is not filled in the PurchRFQReplyTable, the cost price simulation now uses the values from the PurchRFQTable
• Recalculation of misc.charges is prevented when closing the charges form if nothing has changed
• Label adjustment for info message when no purchase price was found
• Set filter fields in cost to sales price calculation breakdown based on price margin worker group settings
• Enable discount amount in price unit for purchase and sales trade agreements when item relation is table
• Mode of Delivery Field has been added to the Show Cost Components From
  

10023.47.1710

• Implemented a new version of the Cost to sales price calculation engine
  IMPORTANT: Start using this new V2 engine as in a future release the old engine will be depricated
• Price and margin management details form implemented on purchase order lines
• Price and margin management details form implemented on request for quoation lines
• General parameter added to prevent the calculation of sales prices
• It now possible to update values of charges which were added based on the cost value setup
• Extended data entities for override settings in cost value setup
• When a Purchase order is created from the Sales order the cost record information of the sales order is shown on the Purchase order
• Price segmentation from customer objects are applied to sales order lines and sales quotation lines
• Price segmentation from customer objects are applied advanced quotation lines
• Logic to skip price disc calculation has been made extendable
• Made the resetPrice-function augmentable
• When V2 is enabled no dummy purchase order is created when cost price determination is based on cost or alternative cost
• Changed Dutch label Verkooopprijs to Verkoopprijs
• Cost price information of Sales price trade agreement is still shown when a price adjustment without cost price information is applied
• Added the entity priviliges to the correct duty
• Dialog addded on changing of the parameter Alternative line amount calculation parameter
• Change label of warning "Deleting global hierarchies is only allowed by specific users" in "Turn off Global first if you want to delete this record"
• Error message implemented "It's not allowed to creat this record as this category hierarchy type has been marked as global" also on manual entry
• Changed label of configuation key Dynamics Retail into DYS Retail

10022.46.1700

• Recalculate prices and discounts function added for non-retail sales orders
• Added the possibily to setup charges based on volume and weight
• Implemented configuration key Volume weight based charges
• Mode of delivery added to cost component setup

10021.45.1610

IMPORTANT: When applying this version to an existing environment you have to run de Data Upgrade job from the Price and Margin management parameters!!!

• It is now possible to use margin percentage and fixed amount together in sales price markup and tier templates. New parameter 'Margin calculation' is introduced and field 'Fixed margin amount' is removed.
• Support setup of Price and Margin Management hierarchies per company

10022.44.1600

• Allow setup of Category hierarchy role associations per company

1020.44.300 DYSRetail

• As pricing depends on customer sites the configuration key has become a child of Customer Sites
• 'Sales price markup' configuration key removed, functionality linked to main configuration key
• Adjusted Tier template code to be compatible with PU43

10017.41.1502

IMPORTANT: When applying this version to an existing environment you have to run de Data Upgrade job from the Price and Margin management parameters!!!

• Update script: populate Net and Net exclusive parameter
• Update script: Update alternative line amount parameter
• Update script: Insert parameters for new sales quotation update header to line fields
• Pricing change log
• Price segmentation added
• Implemented a trigger frame work as base for periodic function of automatic recalculation of sales price lists
• Implemented gross and net (exclusive) trade agreement prices (non-retail)
• New parameter to show both Gross and Net price on order line (non-retail)
• Use pricing account to apply the trade agreement price and line discounts to another account (non-retail)
• Customer Site support in for trade agreements (non-retail)
• Indicator added shown whether price has been modified manually
• New parameter Disable overwrite: when price discount is change manually the parameter Skip price discount calculations is enabled on the order line
• Setting for default value of find next added to the customer object
• Added parameters for customer object to the activate price discount form (purch and sales)
• Parameter added to enable customer object pricing in trade agreements
• New update parameters added to recalculate prices and discounts when customer object or the new price discount groups are added or removed from sales order or quotation header
• When a purchase order is created from a sales order with a customer object, the object is tranferred to the purchase order header
• The customer object has been added to the purchase order list page
• The customer object has been added to the header of the line details tab
• View purchase agreements added on the customer object
• Function added to create a purchase order directly from the customer object
• A new parameter added to the customer object to enable the default Find next behavior
• Parameter added to enable pricing customer and vendor functionality
• Pricing customer and price segmentation work together
• Added support for net and net exclusive prices on the sales price lists
• Price segmentation and pricing customer integrated on Advanced Quotations
• Periodic function to create new sales price lists based on trigger frame work
• Data entity created for PriceSegmentation setup
• Data entity created for price segmentation groups
• Implemented configuration key "DYS Customer sites"
• Trigger frame work added which can be used to recalculate sales price list, price adjustments and retail discounts in batch
• Changes of default supplier added as trigger for recalculation of sales price lists
• Parameter Cost price determination added to the retail product hierarchy cost category and the item
• Alternative cost as base for cost price determination
• Added the field Cost price determination to the data entitiy of the release product and the commerce hierarchy
• Change of alternative cost added as trigger for recalculation of sales price lists
• Added a parameter to skip the creation of info log records during cost to sales price calculations
• New field price quantity for alternative cost
• Redesign price and management parameter form
• Changed the way the origin is determined for a sales line that is connected to a price adjustment or discount coming from a calculation
• Parameter Alternative line amount calculation moved to the Price and margin management parameters tab general
• Alligned the fields on the purchase order grid with sales order
• After posting of a trade agreement journal from a sales price list, refresh the factbox of the sales price list
• Updated data entity price and margin parameters added additional parameters

10017.41.1500

IMPORTANT: When applying this version to an existing environment you have to run de Data Upgrade job from the Price and Margin management parameters!!!

• Enabled cost to sales price calculations on sales price trade agreements
• Copy function added to sales price lists
• Revise function added to the sales price list form
• New parameter "Exclude overridden order lines from MRP"
• New compare price agreements form has been introduced to compare a sales price lists
• New parameter Exclude sales price calculation on item for trade agreement
• Show cost components overview on order lines
• Purchase qty used during cost to sales price calculation added to the price and margin details tab (CostSalesPriceReference table)
• Show open trade agreement journal lines in fact box with possibility to delete
• Price and margin management parameters menu item added to sales and marketing setup menu
• Sales price list id added to trade agreement journal header
• Date filter added to the sales price list grid
• Cost to sales price simulation form informs user whether procurement parameter find auto charges for line is disabled
• In case of auto creation of APC line the default sales markup is found based on sales markup on the order / price group / call center / price and management parameter
• Sales site/warehouse and Qty from to data added to details tab in the price compare form
• Sales markup template, Sales markup and sales coverage charge group menu items addd to Sales and marketing menu setup menu
• Price and margin worker groups added to menu Sales and marketing > Setup > Prices and discounts
• Pricing worker group added to menu Sales and marketing > Setup > Price and discounts
• Option added to calculate all the cost and coverage levels without calculating the sales prices
• When reset price function is executed on a call center order the reason code was not cleared
• Info log button on cost price calculation lines moved to the tab instead of function button
• Show cost components on order lines
• On a recalculation of the cost margin the sales price in the cost margin detail information is updated
• In the new compare price agreements form the details tab can be left open and data is only refreshed when it's open

10014.38.1400

• Number sequence Temporary purchase Id added to Price and Margin management parameters, to prevent duplicate purchase id's while executing the cost to sales price calculation in batch.

IMPORTANT: When applying this version to an existing environment you have to setup this number sequence !!!

1010.35.1301

• IMPORTANT: There is data upgrade script that needs to be executed when you are installing this version on an existing environment (see price and margin management parameters

• Create release order from linked purchase agreement when creating a purchase order from sales order
• Copy override information to the sales order line when the quotation is confirmed
• New price and management parameter for default value of the field locked in the recalculate dialog
• When sourcing vendor is set on sales line the override price is transferred to purchase order
• Automatically create a cost / sales price line when nothing is found in an agreement Implemented a function to recalculate cost to sales price information on order lines
• Check box "Allow recalculation" added to the price and margin worker groups
• Added a new security privilege for the manual recalculation of the cost 2 sales price (DYSAPCCost2SalesPriceManualRecalculateProcess in duty DYSAPCSalesMarkupMaintain)
• Show margin per level (in cost price info tab) in a percentage
• Data entities DYSAPCParametersEntity and DYSAPCPriceMarginWorkerGroupEntity extended with new fields
• The standard field MCRMarginPercent is not populated with APC values anymore, our solution is not depending on this field

1010.34.1300

• Added APC fields to the released products V2 entity
• Updating purchase order charges did not reflect in the sales order cost price information

1010.34.1201

• Added the mandatory multiple fields to the Product Default Order Settings entity
• Pricing code is updated so it can handle the new RetailPricingDataManagerV2
• Price and discount compare form: Added the agreement name to the details section

1009.33.1200

• Changed the label of configuration key DYSAPCSalesMarkup, it showed the incorrect text

1008.32.1111

• Created extension point in discount tier creation so additional copying of fields can be performed
• Added the mandatory multiple field to the ProductDefaultOrderSettings data entity

1007.31.1110

• Align the price adjustment tab of APC in the price details with the standard Price adjustment tab which has been added by MS recently
• When no sales markup hierarchy was setup a strange error message appeared when using a category in the sales markup form
• Configuration keys added to several EDT's
• The purchase price in price unit is now editable

1005.29.1101

• Price groups linked to affiliations, which are linked to a call center, are now also found as Price groups, when the Retail price and discount overview is opened from a call center
• Added a parameter that controls the rounding of the discount price in the price adjustments
• It is now possible to filter on value 0 in the Compare prices and discounts form
• Added the possibility to use 'Gross purchase price' as coverage calculation input
• Data entity for retail affiliation sources for customers Data entity for retail price group sources for customers
• The field Sales markup template has been added to the open in excel function on the sales markup
• Possibility to execute cost / sales price calculation across multiple agreements
• Added the possibility to override cost value charge settings for units and price quantities and implemented a generic unit of measure conversion
• Added the possibility to set a coverage value charge for units and price quantities and implemented a generic unit of measure conversion
• Added the cost to sales price simulation to the quantity based discount tiers, so its easier to understand how tiers are generated
• Added the sales price calculation to the simulation results
• Added the possibility to simulate the sales price calculation from the simulator
• Added the inventory unit conversion menu item to the cost sales simulation
• Price unit fields have been added to the Open in Excel function on the price adjustments and discount form
• Go to main table on the product id in the compare prices and discounts form changed it now opens the released products form instead of the products
• Added field groups to price and margin management in order to make a better UI
• Extension request NN-2019-0151
• Reset price button has been moved from the button group Financials to the sales line action pane. Multiple select is now enabled.
• Moved event handlers from extension classes to new eventhandler classes as recommended by Best Practices
• Changed label of the field Locked on the sales line into Skip price discount calculations
• Removed functionality that allowed selecting trade agreements for deletion with end dates in the past, is now part of standard code base

1002.26.1000

• Prices/discounts per mode of delivery
• Retail affiliations on call center
• Added dataAreaId to creation of specific affiliations
• Added security elements

1002.26.200 DYSRetail

• Additional fields added to open in excel excel data entity for trade agreements
• Data entity for tier templates added
• Edit net price in order line
• Added a parameter to the call center to enable setting the price override reason code to mandatory when DYS Price override is enabled
• Security roles and privileges added for Retail prices and discounts overview form
• Added new fields to export to excel data entity on retaildiscountlines
• Optimized arrangement of fields on costprice and margin information tab
• Added advanced logic for showing and hiding fields on the Price and margin management tab of the sales order line details and the calculation line details
• Added field group 'sales price' to parameter 'hide
• Changed labels for margin and margin 1 to 5 in financial and commercial margin 1 to 5
• Added a validation to the apc margins. Now a default margin can not be selected if it is not setup

1002.26.901

• Application has been upgraded to the 2019 Spring release of Dynamics 365 for Finance and Operations

1000.24.900

• Change discount by entering a net price on order line
• When sales price unit of measure not set on the item it now uses default order unit as price unit when creating a sales order or quotation line
• New sales price calculation method added: Calculate sales price based on gross purchase price
• In case a sales markup is found during calculation an error is given
• Extension Request Class DYSAPCCostSimulation
• New field price per price unit information to price details form
• Two new display fields added to the order lines: Net price per unit in Price Unit and Sales qty in Price Unit
• Allow enabling of price adjustments and discounts with errors
• Generate quantity based retail discounts based on tier templates
• Charges include factbox has been removed from maintain charges from on sales and quotation line
• Enable recalculation of cost price and margin information while the offer is enabled
• Suppress the approval workflow when changing a price or discount
• Redesign PriceUnitHelper class
• Price and margin information tab have been redesigned it now shows the information in a tab instead of a grid

8.120.800

• Retail prices and discounts overview form added to the released products form
• Retail prices and discounts overview form added to the customers form
• Retail prices and discounts overview form added to the channels form

8.120.800 PBP

• Specific affiliations - Function to create a customer specific affiliation and price group and link them together
• Source type added to the affiliation forms - On the customer, sales order and sales quotations affiliations the source type of the affiliation is shown
• Adjust lookup of the price groups to be able to filter on specific price groups
• Add parameter to enable filter in lookups for specific price groups
• Add specific affiliation lookup parameter
• Data entity: Retail affiliations source setup

8.120.100 DYSRetail

• Added the possibility to show on-line help
• Product name has been change from Advanced price control into Price and Margin management
• Application has been upgraded to the 2018 Fall release

8.120.700

• Add products form added to the sales markup form
• Calculate different cost price in case of direct delivery or back to back purchase order
• Implement price unit in retail price adjustments and discounts
• Price unit implemented on purchase trade agreements
• Function to create additional unit conversions base on the inventory unit.
• Support both order and price unit of measure in purchase orders, sales orders and quotations
• Cost and margin information is stored in confirmation, packing slip, invoice, quoation, quotation confirmation and invoice journals
• Price qty implemented in retail price and discount agreements
• Find and close function implemented on trade agreement journal
• Indicator added in trade agreement journals which indicates that the same record has been retrieved in another open journal
• Mandatory sales and purchase multiples
• Alternative line amount calculation for non-retail orders
• Cost and margin information are displayed in a separate tab on the order lines
• Application has been upgraded to the 2018 Spring release
• Model description, ALF License name and Configuration name have been changed
• Function post for deletion now can delete all trade agreements
• New field 'Retreived in other journal' checkbox on Price agreement journal line
• Changed the label of PriceUnit EDT from Price unit into Price quantity
• Changed behavior of the price unit/qty in retail orders

8.015.600

• Coverage cost and margin fields added to the compare discounts form
• Possibility to setup item specific overrides of coverage charges in the sales markup
• New data entities added for APC and NPP tables
• New roles Advanced pricing clerk, Advanced pricing administrator, Price margin clerck and Price margin Administrator
• Setup options for price margin per category
• Possibility to choose a different base for price margin alerts
• Setup of different base for price margin alerts per worker
• Added the possibility to select a different price margin control value type
• Add Possibility to setup a default setting to Inherit margin alert settings from parent category nodePrice adjustments are applied when sales price on item is 0
• Customizations removed on category hierachy purpose enum
• Changed labels on tiles Price active and disabled, Markup active and disabled into Price active but disabled, Markup active but disabled
• Margin alert icon and estimated margin fields added to the price details form on the order line
• Extra filter fields added to the filter of Price adjustments and discount forms
• Changed label on price details form: "Price agreement" into Price adjustements
• Removed checkbox APC inserted from charges on PO en SO order header
• DYSAPC prefix added to RetailDiscountLineEntity
• New APC and NPP fields added to existing data entities
• Application has been upgraded to the 2017 Fall release
• Cost and margin fields for cost levels 1/5 and coverage levels 1/5 added to sales line and salesquotation line - Beta
• New option to calculate a sales price based on a price markup with multiple coverage levels
• Fixed amount has been added as an option to calculate the sales price
• Misc. charges can be added to the sales order based on the applied price adjustment - Beta
• Copy from function added to the sales markup agreements
• Edit in excel function added to the sales markup lines
• Validation added on the price adjustement lines: when price type <> none a product or variant is mandatory
• New menu item buttons added to the compare form to view details and the cost to sales price calculation values
• Data entity: Pricing worker groups
• Data entity: Advanced pricing parameters
• Data entity: Cost component templates
• Data entity: Cost component values
• Data entity: Commerical cost markup charge codes
• Data entity: Commerical cost component group
• Data entity: Sales price markup price group
• Improved the performance of the comparisson of large agreements
• Icons images in the compare form are changed
• Buttons save, edit, delete were removed from the compare price and discount agreements
• Layout of the parameters and filter tab in the compare prices and discounts has been optimized for showing more data on the form
• Cost to sales simulation form layout has been optimized to show the calculation structure more clearly
• Label of the compare against parameter has been modified
• Application has been upgraded to the 2017 July release
• Charges are recalculated when delivery date, delivery mode or variant is modified
• The product manager is able to compare the margins of two Price Adjustements or Discounts
• Cost to sales price calculation workspace
• Possiblity to open and edit the Net and net exclusive trade agreement journal lines via excel
• Applied price adjustment agreement shown in price details form
• Parameter added which controls the number of cost levels that are available within the solution
• The pricing maintenance clerc is able to export Cost price calculation information of price adjustements to Excel (no editing)
• The pricing maintenance clerck can edit the Retail price adjustements and discounts in Excel and publish the changes back into operations
• An additional margin field has been added to the cost price calculation tab showing the margin base on the cost value
• Parameter added which determines which type of markup is used
• First release of Net and Net exclusive purchase pricing
• Added German, Dutch, Frensch and Spanish labels
• New filter added to agreements to filter out lines that have not been calculated yet
  The field sales price markup has been made mandatory on a retail price or discount agreement
• Cost components per delivery term
• Sales price markup
• Calculation of retail prices based on selected cost level
• Adjusted markup caclulation on purchase orders
• Show additional discount information in price details form