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Problem with line discount

Posted on by Microsoft Employee

Hi All,

I have a question in regard to trade agreements in AX12 R3 CU10.

We normally set the discounted sales price for a particular customer and item through posting trade agreement journals. We also use line discount percent for customer groups. In case there is no discounted sales price in trade agreement, the system should apply the discount percent to the item base price.

All products and variants in our system have base sales price which is also posted as a trade agreement journal (blanket TA).

The line discount trade agreement, associates the item line discount group to customer line discount group.

There is an issue with how the line discount percent applies to sales order line:

When adding sales lines, the system always applies the customer discount percent, regardless of whether a special sales price for that customer exists or not. The discounted sales price in trade agreement is supposed to override the line discount percent. However, the system applies both discount percent and discounted sales price to the order line.

The logic says where there is a discounted sales price for a customer against an item, the search for a lower price should stop once the trade agreement is found. I have tried various combinations of “Find Next” flag in trade agreements, but to no avail.

We need to apply the line discount percent to group of items and link that to customer groups. It makes the changes much easier when updating the discount levels.

Any other combinations in “Activate price/discount” works just fine, but item group to customer group.

Any help with this, would be highly appreciated.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Problem with line discount

    Thanks guys. We’re not utilising retail pricing because we have no retail store.

    The only solution I can think of would be this:

    If the account code in price agreement which has been found for that specified item in sales line is equal to “All”, then apply the line discount percent to the sales line. Otherwise, do not apply the line discount percent.

    Any idea how I can achieve that through coding?

  • Guy Terry Profile Picture
    Guy Terry 28,452 Super User 2024 Season 2 on at
    RE: Problem with line discount

    I do not believe it is possible to direct AX to use a particular Line discount, based upon the sales price it has decided to use. At least, I don't know of a way to do this in the sales module. It might be possible using Retail pricing.

  • Mark Prouty Profile Picture
    Mark Prouty 1,310 on at
    RE: Problem with line discount

    The sales price record is processed first, followed by line discounts, followed by multiline, finally total discount. The "Find next" should be on the sales price record. This should stop the pricing logic chain there. If no sales price record, the next available record for processing should be Line discount.

    I wonder if you have pricing tables cached (preloaded)? They should not be, but I otherwise don't know why changing discount settings would not be effective.

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