web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

Retail Sales Order / 'Find next' on Sales Prices

(0) ShareShare
ReportReport
Posted on by 28,924 Moderator

On Sales Price (and Discount) Trade Agreements, if you are not using 'Find Next', AX will look for active trade agreement lines in a specific sequence, as described at technet.microsoft.com/.../aa575310.aspx. (Basically, it looks for a "Customer = Table and Item = Table" record first, and "Customer = All, Item = All" last). When it finds one, it stops looking.

Therefore, if you've a price defined for an individual customer and a price for All customers, it will always use the individual customer price in preference to the All customer price, even if the individual customer price is higher (remember we're not using 'Find next').

And then I enabled Call center functionality, and my Sales orders get a little tick box 'Retail sale' on the order header. And now Retail Pricing comes into play, although AX is still referring to my trade agreement sales prices. But it seems the trade agreement logic I described above is being ignored; Retail sales orders always find the 'best' price that the customer could get - as though 'Find next' was ticked on all trade agreement lines.

Does anyone know if it is possible for Retail Sales Orders to honour the fact that 'Find next' is not ticked and always find the customer price (even if it is highed) in preference to the All customer price?

*This post is locked for comments

I have the same question (0)
  • sumit0417 Profile Picture
    2,890 on at

    As far as I have experienced, the Call center sales order price logic is similar to the POS sales order. In POS when you create a sales order, it does not honour the Find next check box for calculating the Trade agreement sales price. If you want to use the Find next check box on the Call center Sales order, you may have to tweak with the code.

  • Verified answer
    Guy Terry Profile Picture
    28,924 Moderator on at

    Hi Sumit,

    The behaviour I described (retail pricing on AX sales orders ignores setting of the T/A 'Find next' tick box) was a bug, and has been corrected by Microsoft:

    guyterry.wordpress.com/.../trade-agreement-find-next-on-call-center-sales-orders

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans