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    Unified Pricing Management Enhancements
    In This Topic

    Enhances standard Microsoft Pricing Management features with several usability enhancements: 

    Remember Last Value — Filters When Viewing Pricing Records

    These features are part of the following products:

    Inherrit default values from trade agreement journal name

    To simplify the creation of trade agreement journals, default values can now be inherited from the selected journal name when creating a new journal header.

    Overview

    When working with Unified Pricing Management, the trade agreement journal header includes several key fields. Previously, these fields had to be manually entered each time a new journal was created. To improve efficiency and consistency, default values for these fields can now be defined at the journal name level. These values are automatically applied to the journal header when a new journal is created.

    Inherited Fields

    The following fields are inherited from the journal name to the journal header:

    How It Works

    1. Set default values in the trade agreement journal name for the fields listed above.
    2. When you create a new trade agreement journal header and select a journal name, the system will automatically populate these fields based on the default values configured in the journal name.
    3. You can review and modify these values on the journal header if needed.

    This feature helps reduce repetitive data entry and ensures consistent configuration across trade agreement journals.

    Show Margin component price adjustments and discount agreement names in price details form

    In standard Microsoft Dynamics 365 for Finance and Operations , the Price details form on sales order lines shows how the system calculates prices and discounts. However, it only displays the IDs of the Margin component price adjustments and discount agreements, not their names.

    The Unified Pricing Management Enhancements module of the Essentials product extends this functionality. The Price details form now shows both the ID and the name of:

    This enhancement makes it easier to identify the applied agreements and understand how the final price and discounts were determined.

    If the Price details form is not visible, open Pricing management parameters in the Pricing Management module, go to the General tab, and enable the Enabled price details parameter.

    Remember Last Value — Filters When Viewing Pricing Records

    When reviewing pricing data such as trade agreements, margin component price adjustments, or discounts, users often apply the same filter settings repeatedly.

    The Remember Last Value feature eliminates repetitive filter selection by automatically restoring the filter values that were used in a previous session — saving time and reducing the risk of viewing the wrong data due to accidentally changed filters.

    The Remember Last Value feature retains two filter parameters per view:

    These remembered values apply when opening the following views from a customer or item record:

     Note

    The last remembered values for Margin component price adjustments and Discounts are shared. Changing the filter in one view will also apply to the other.
       

    Setup

    License configuration

    System administration > Setup > License configuration

    All Unified Pricing Management Enhancements are linked to security configuration key HSO Shared Unified pricing management enhancements.

    ALF License

    System administration > Setup > ALF Licenses > ALF Licenses

    A valid license Essentials, gives you access to the Unified Pricing Management Enhancements.

    Trade agreement journal names

    Pricing management > Setup > Trade agreement prices > Trade agreement journal names

    On the journal names the following fields have been added and can be used as the default value for creating a new trade agreement journal: