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Finance | Project Operations, Human Resources, ...
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Custom Pricing Attributes & Range-Based Matching in Unified Pricing Management (UPM)

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Hello Everyone,

I am currently exploring the Unified Pricing Management (UPM) functionality in Dynamics 365 Finance & Operations, specifically around pricing attributes. I have successfully created two custom pricing attributes (“From Length” and “To Length”) and added them to an attribute group. I then created a trade agreement using this attribute group and assigned the following values:

  • From Length: 1

  • To Length: 2

  • Price: 100 USD

On the sales order side, I created a sales order line for an item (e.g., XYZ) where the item’s product attributes have the following values:

  • From Length: 1.2

  • To Length: 1.8

Although these values do not exactly match the trade agreement attribute values, the values do fall within the defined range (1 to 2).

My requirement is that the pricing engine should evaluate the attribute values using this custom range logic, identify that the line values fall within the defined “From–To” range, and therefore return the price of 100 USD.

 

Question:

How can I extend or customize the UPM pricing engine so that my custom pricing attributes use this “range-based” evaluation logic when the system fetches prices from trade agreements? Is there a recommended extension point (CRT handler, pricing attribute evaluator, or pricing rule override) where this logic should be implemented?

 

Any guidance, examples, or best practices on extending the pricing engine to support custom range-matching for pricing attributes would be greatly appreciated.

 

Thank you!

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