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Finance | Project Operations, Human Resources, ...
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Customer Price/Discount Groups and the actual percentage value

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This question is technically about ax 2012, but I believe it works the same in D365F&O.

In a customer record, there is a setting for "Line Discount" under "Discount" in the "Sales order defaults" section.

This setting points to a record in the "Customer Price/Discount Groups" (Inventory Management->Setup->Price/Discount->Customer price/discount groups).

I'm having a problem where the discount percentage in a sales line is NOT populating for certain item numbers for certain customers, which use a particular customer price/discount group.

What I can't figure out is how a price/discount group actually relates to a specific percentage discount value. This has got to be some kind of setup issue, because the discount amount fills in fine on my development system, but not in production (again, only for certain customers, for certain items, that use this specific price/discount group).

Could someone point me to where to see what actual percentage value relates to a particular price/discount group?

Tried looking for table relationships to the customer price/discount group that would point me to where the actual value is. No luck.

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  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,608 Super User 2025 Season 2 on at
    Customer Price/Discount Groups and the actual percentage value
    Please check following blog post on Microsoft Learn on Trade agreement Create a new trade agreement - Supply Chain Management | Dynamics 365 | Microsoft Learn. There is a white paper that you can download for more info about this functionality.
  • Suggested answer
    Danny Bilodeau Profile Picture
    4,685 Super User 2025 Season 2 on at
    Customer Price/Discount Groups and the actual percentage value
    Hi, 
    The link between that Discount Group on customer and released product is a Sales Trade Agreement journals.  
     
    You will find the Trade Agreement journal here; it was the same in AX2012, but located in another menu grouping under Sales and Marketing.
     
     
    Here is a blog from the Community that explains how to setup and create these journals: https://community.dynamics.com/blogs/post/?postid=9efee295-5a61-4d84-b54f-3bfafa318203.  All the details are there. Some setups need to be enabled to use discounts groups and the like in a journal.
     
    All comes together like so (in sequence):
     
     
     
     
     

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