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Finance | Project Operations, Human Resources, ...
Suggested answer

Decuentos en cascada

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Posted on by 6
Ingles----------

Hello,

Is it possible for discounts to be applied in a cascading manner? If so, how can I configure this?

Let’s say the customer has an order with a product that has the following promotions or discounts:

  • 25% discount starting from the 4th unit.
  • 10% discount.
  • 5% discount for payment method via PSE.

We need Dynamics to apply the following logic:

  1. Net price with the first discount: $25,334 - $6,333.5 (25%), so the final net price with the discount is $19,001 per unit.
  2. Net price with the second discount: $19,001 - $1,900.1 (10%), so the final net price with the discount is $17,100.9 per unit.
  3. Net price with the third discount: $17,100.9 - $855.045 (5%), so the final net price with the discount is $16,246 per unit.
 
 
 
Español------------
 
 
Hola, 
 
es posible que los descuentos se apliquen en cascada?, si es asi, como puedo configurarlo?
Es decir:
 
Partamos que el cliente tiene un pedido que tiene un producto con las siguientes
promociones o descuentos:
25% de descuento a partir de la 4ta unidad.
Descuento del 10% de descuento
5% de descuento por método de pago por PSE.
 
Por lo que necesitamos que Dynamics aplique la siguiente logica:
 
Precio neto con el primer descuento: $25.334 - $6.333,5 (25%), por lo que el precio neto
final con descuento es de $19.001 por unidad.
2. Precio neto con el segundo descuento: $19.001 - $1.900,1 (10%), por lo que el precio
neto final con descuento es de $17.100,9 por unidad.
3. Precio neto con el tercer descuento: $17.100,9 - $855,045 (5%), por lo que el precio neto
final con descuento es de $16.246 por unidad.
 
 
 
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I have the same question (0)
  • Waed Ayyad Profile Picture
    8,954 Super User 2025 Season 2 on at
    Decuentos en cascada
    Hi,
     
    Can you ask your question in English?
     
     
  • GS-21022109-0 Profile Picture
    6 on at
    Decuentos en cascada

    Hello,

    Is it possible for discounts to be applied in a cascading manner? If so, how can I configure this?

    Let’s say the customer has an order with a product that has the following promotions or discounts:

    • 25% discount starting from the 4th unit.
    • 10% discount.
    • 5% discount for payment method via PSE.

    We need Dynamics to apply the following logic:

    1. Net price with the first discount: $25,334 - $6,333.5 (25%), so the final net price with the discount is $19,001 per unit.
    2. Net price with the second discount: $19,001 - $1,900.1 (10%), so the final net price with the discount is $17,100.9 per unit.
    3. Net price with the third discount: $17,100.9 - $855.045 (5%), so the final net price with the discount is $16,246 per unit.
  • Suggested answer
    Saif Ali Sabri Profile Picture
    2,351 Super User 2025 Season 2 on at
    Decuentos en cascada

    Understanding Cascading Discounts in Dynamics 365

    Yes, it is possible to apply discounts in a cascading manner within Dynamics 365. However, the exact method and configuration will depend on the specific version of Dynamics 365 you're using (e.g., Finance and Operations, Sales, Business Central) and the modules involved.

    General Approach and Considerations


    1. Discount Setup:

      • Dynamics 365 provides various mechanisms for setting up discounts, including:

        • Trade agreements: These allow you to define price and discount agreements based on customers, items, and dates.

        • Price lists: Price lists can include discounts and are useful for managing standard pricing.

        • Promotions and discounts: These features allow for more complex discount scenarios, such as quantity-based discounts.

        • Customer price groups: This feature allows you to define different price groups per customer.


        •  


      •  
    2. Cascading Logic:

      • To achieve cascading discounts, you'll need to carefully configure the discount sequence.

      • The key is to ensure that each subsequent discount is applied to the net price resulting from the previous discount.

      • This may involve using a combination of discount types and conditions.



      •  
    3. Specific Discount Scenarios:

      • Quantity-based discount:

        • For the 25% discount starting from the 4th unit, you'll likely use a quantity-based discount setup.

        • This would involve defining a discount that applies when the quantity exceeds a certain threshold.



        •  
      • Percentage discounts:

        • The 10% and 5% discounts can be configured as standard percentage discounts.

        • The 5% discount related to the payment method may require some customization, or the use of a charge that is discounted.



        •  



      •  
    4. Configuration Steps (General):

      • Trade agreements/price lists:

        • Set up the initial quantity-based discount.

        • Then, define subsequent percentage discounts that apply to the resulting price.



        •  

      • Promotions and Discounts:

        • If available, use the promotions module to define the discount sequence.

        • Ensure that the discount calculations are configured to use the net price from previous discounts.



        •  


      •  
    5. Testing and Validation:

      • Thoroughly test the discount configuration to ensure that the discounts are applied correctly in the desired sequence.

      • Verify that the final net price matches the expected result.



      •  


    6.  

    Important Notes:


    • The specific configuration steps will vary depending on the Dynamics 365 version and modules you are using.

    • Consider working with a Dynamics 365 consultant or partner to ensure that the discount configuration meets your specific requirements.

    • It is very important to test the discount configuration in a test environment before implementing it in a production environment.



    •  

    In essence: Dynamics 365 can perform cascading discounts, but it requires careful configuration of discount types and sequences. Testing is extremely important.

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