Dynamics Community Forum Thread Details

Default customer price group in Sales based on F&O defaults

In D365 Sales there doesn't seem to be a default in the Accounts table that handles the Price Customer Group, Line Discount Group, etc. fields that are set on the F&O side. We're using Dual Write with Prospect to Cash and Supply Chain as price master. We can select the Price and Discount groups in Sales, run the Price Order function, and successfully pull the right prices for those groups. But in F&O we've set each Customer up with their default Price and Discount groups and this doesn't pull through to Sales.

If we generate a new sales order in Sales, don't change the Price and Discount groups, we can go into F&O and see the defaults selected, but these values do not pull back into the Order in Sales. It seems like the write is triggered Sales -> F&O with no feedback on those fields from F&O -> Sales from default values for the Customer. If I edit one of the default fields in F&O and save it, then it will feed back to Sales.

How do I trigger Dual Write to pull the default values from F&O back into Sales without editing them in F&O (defeats the purpose)?

If that isn't an option, do I need to create new columns in the Accounts table in Sales so that we can hold all the default values on both side (sync'd with Dual Write) and calculate the defaults in Sales?

I should note the same issues are on other default fields that we have set up in F&O but aren't options in Accounts in Sales.

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