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Microsoft Dynamics AX (Archived)

How to have multiple pricelists

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Posted on by 90

Our business will work based on items having two prices: one for stockists and one for non-stockists.

Customers may be stockists for one product, and therefore be entitled to a lower price, and be non -stockists for another.

How can AX be adapted to this need, so that customers can be classified as stockists for defined products (e.g. for certain sort codes).

Many thanks in advance 

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  • jac_rod Profile Picture
    39 Moderator on at

    I'm not sure which version of AX you're on, but for 2009, here's what I'd suggest.

    Try using a combination of AX's standard customer price groups and trade agreement pricing.

    For example, try setting up a customer price group of  "Stockist".  You can then assign the "Stockist" price group to applicable customers.  This is done by clicking "Accounts receivable"-->"Customer details"-->"Sales order tab"-->"Price group".

    Next, in order to set a price on an item for the customers in this group, click "Accounts receivable"-->"Setup"-->"Price/Discount"-->"Customer price/discount group".  Once that form opens, select the "Stockist" price group and click the "Trade agreements" button.  On this form, you can use standard functionality to assign items with prices specific to the "Stockist" group.  You should also be able to create trade agreement pricing for the "Non-stockist" price group.

  • Paolo Roselli Profile Picture
    90 on at

    Thank you, that's fantastic. Although it only partially solves the problem:

    Customers are only stockists for a number of SORT CODES, and not for all products; so what i reckon is needed is the ability to assign to a customer those sort codes for which he is a stockist, so that when creating an order AX knows which price to assign to each item.

    Otherwise i would have to create two orders: one with the products for which the customer is a stockist and another with those products for which he is not.

    I know it sounds a bit confusing, but do you have any suggestions?

    Thank you again, very very much.

  • Suggested answer
    jac_rod Profile Picture
    39 Moderator on at

    Paolo,

    Unfortunately, I can't think of a 100% standard way to do exactly what you're asking, but there might be a way to save you some time, at least.

    Have you tried looking at the price/discount agreement journals?  You can find this in "Accounts receivable"-->"Journals"-->"Price/discount"-->"Price/discount journals".  These journals allow you to quickly set pricing for a large assortment of items.

    Although you won't be able to automatically set pricing by both customer AND sort code, you should at least be able to use the "select" functionality to create a journal with a large enough subset of items to save some time.

    For example, if you have a customer group that is a stockist for 10-15 different items, you could perform a selection that selects that customer group and the 10-15 items you'd like to set a price for.

    Again, as I don't really have that much information about your specific business processes, I don't know that I'll be able to help any further.  If you'd like, feel free to drop me an email to my personal account (which you can view via my profile) and we can talk more.

  • Mark Jelic Profile Picture
    80 on at

    Paolo, I need a bit more information...

    1. Does any one customer:

    a) have a totally random choice of what they stock (eg. 100 items, they randomly choose 13 of them)

    b) or is there groups of items a customer chooses to stock or not? (eg. 100 items, grouped into 10 items per group, and a customer chooses to stock 3 of those 10 groups)

    c) Or are customers grouped into different types of stockist, which then stock a set range of items for that group? (eg. customers grouped into 5 different stockist types, each stockist type has a select groups of items they stock.)

    (A is hardest to implement, C is easiest)

    2. Is the price difference between stockist and non-stockist:

    a) a set discount percentage for your entire product range? (eg. stockists get 20% discount off any stocked item)

    b) Or at least by item groups? (eg. If you stock Group A items, you get 15% off, if you stock Group B items, you get 17% off)

    c) Or is each item discounted to a specific price for stockists? (eg. If you stock Item 1, you get it for $234, otherwise it is $456)

    (A is easiest to implement, C is hardest)

    Basically the ideal would be each customer is grouped into say one of 10 different types of stockists. And your items are grouped together in ranges that a stockist can stock that entire range, or not. And if they do stock it, then they get a set single percentage discount, or at worst, a set percentage discount for each group of items.

    Let us know... Although guessing by the age of this post, you probably have a solution by now... More answering it for others that find this thread, so they can think of how to structure their pricing.

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