Business value

In some cases companies have different sales prices for direct deliveries versus delivery from stock. For some companies there is also a price difference between goods that are taken by the customer from the shop or warehouse (pick up) or goods that are delivered to the customer by the company.

The feature Affiliations per delivery mode supports both cases. The mode of delivery on the order header will be used to determine which affiliations are added to the order.

This feature does not impact the code of the retail pricing engine. Only the way affiliations are added to a sales order or quotation is being influenced..

Since standard Microsoft Dynamics 365 for Finance and Operations always searches for the applicable prices and discounts using the affiliations (price groups) on the order- or quotation header the correct prices and discounts will be found.

In this feature settings have been added to the affilation can be setup for which type of mode of delivery they are applicable:

• Pick up (customer will pick up the goods from the warehouse)
• Delivery (goods will be shipped from the warehouse to the customer)
• Direct (the suppliery will ship the goods to the customer)

When an order is created all affiliations from the following sources are added

• Call Center affiliations (the possiblity to add affilations on the call center is part of this feature)
• Customer
• Customer object (depending on parameter replacing the customer affiliations or added to these affiliations)

Then the system will remove the affiliations that are not applicable based on delivery method on the order header. This is driven by the parameter Delivery mode type on the mode of delivery. The ones that do not match with the settings on the affiliation will be removed.

When the delivery method is changed on the orderheader, quotation header, the system will execute the logic again. So all affiliations will be removed and according to the described logic added again.

As the price groups on the affiliations drive the prices and discounts on the order, it's now possible to make price lists and discounts specific for the mode of delivery.

It's also possbile to enabled all checkboxes on the affilation and link only one price group, in this way you can exclude one customer from this logic.

Assumptions

• The method of delivery from the order header is leading for the added affiliations. If there are different methods of delivery within one order which should lead to different prices the order has to be split into separate orders with different methods of delivery on the header.
• In standard Microsoft Dynamics 365 for Finance and Operations the Delivery method is mandatory on the sales order header , on the quotation this is not mandatory, but to get the correct prices the user should always fill in the method of delivery on the header.

Setup

Commerce parameters

Retail and Commerce > Headquarters setup > Parameters > Commerce parameters > Tab: DYS Retail

Affiliations

On the affiliation three checkboxes have been added to control for which develivery mode they are applicable.

Based on the mode of delivery of the order header, affiliation will be removed from the order. The system will evaluate the Delivery mode type of the mode of delivery and it will remove those affiliations that do not have enabled the corresponding check box.

Retail and Commerce >  Customers > Affiliations

Create and add a corresponding price group to the affiliation, via the menu item Price groups on the affiliation.

Modes of delivery

Based on the mode of delivery of the order header, affiliations will be removed from the order. The system will evaluate the Delivery mode type of the mode of delivery and it will remove those affiliations that do not have enabled the corresponding check box.

Sales and marketing > Setup > Distribution > Modes of delivery

Call center affiliations

Retail and commerce > Channels > Call centers > Affiliations

In standard Microsoft Dynamics 365 for Finance and Operations there is no option to add affiliations to a call center. By setting up affilations on the call center it's now possible to setup 3 base price lists (one per Mode of delivery type) which are applicable for all customers without having to add those affiliations to all customers.

Based on the mode of delivery of the order header, affiliations will be removed from the order. The system will evaluate the Delivery mode type of the mode of delivery and it will remove those affiliations that do not have enabled the corresponding check box.

Customer affiliations

Accounts receivable  > Customers > Retail > Affiliations

Setup 3 base price lists (one per Mode of delivery type).

Based on the mode of delivery of the order header, affiliations will be removed from the order. The system will evaluate the Delivery mode type of the mode of delivery and it will remove those affiliations that do not have enabled the corresponding check box.

Price list and or discounts

Set up one or more price lists or discounts which relate to the corresponding Mode of delivery types and link the price groups of the corresponding affiliation.