Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / AX2012 R3 Price Discou...
Microsoft Dynamics AX (Archived)

AX2012 R3 Price Discount Change Policy

(0) ShareShare
ReportReport
Posted on by lispyj 108

When converting quotations to sales orders, the prices on certain items on our quotes are being deleted.  I believe the problem lies with the Price Discount Change policy.  I have a manual entry in the Trade Agreement Evaluation table to prevent prices from being deleted from the quote lines, but this seems to only work on items that are on the trade agreement.  If the quote header has a price group entered, but contains items that are not group members, the manual prices are deleted.    We pretty much don't want it to search for prices at all, but we do need to have the Price Disc Tables available.  How can I stop the price change process from happening?

Thanks in advance for any assistance.

LisaJ

*This post is locked for comments

  • Suggested answer
    ZvikaR Profile Picture
    ZvikaR 125 on at
    RE: AX2012 R3 Price Discount Change Policy

    There seems to be some rounding issues related to the calculation of sales tax in your case:

    On the sales tax codes, check the setup on the code - what do you have in the "Rounding Precision" and "Rounding Method"?

    Rounding method needs to be "Normal" for you not to have these kind of rounding differences.

    In addition, is this invoice quoted in accounting currency or in a foreign currency?

  • Guy Terry Profile Picture
    Guy Terry 28,684 Super User 2025 Season 1 on at
    RE: AX2012 R3 Price Discount Change Policy

    If the price initially came from lookup to a Trade Agreement, then when you change the ship date, I believe AX will always try to look up a new price, and there is no way you can get it to prompt you (in standard).

  • shuhaib Profile Picture
    shuhaib 335 on at
    RE: AX2012 R3 Price Discount Change Policy

    can we have a policy for requested ship date change prompting to change price on Header view ?

  • Guy Terry Profile Picture
    Guy Terry 28,684 Super User 2025 Season 1 on at
    RE: AX2012 R3 Price Discount Change Policy

    Hi Lisa,

    Where you have setup Trade Agreement Evaluation for 'Manual entry', you can also add 'Copied from Sales quotation' and 'Sales quotation'. I wonder if one of those would protect the prices you manually enter onto quotations.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,234 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,994 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans