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Microsoft Dynamics GP (Archived)

Sales Revenue utilizing tiered pricing

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Can anyone point me in the direction of how to set up tiered pricing on average balances in the Sales module of GP2013? 

I can't grasp the concept of using Inventory component for Service Revenue, and when I set up the Pricing I can't get it to calculate correctly, it points to the one pricing noted in the default. 

I may be attempting to modify the program into something it simply isn't capable of accomplishing.  We are a Financial Planning company, and we calculate fees based upon the customers average balances in different investment types.  As the customers average balances increase, the fee percentage decreases.  Example:  over $1,000,000 - $5,000,000 is at 1.5%, but $5,000,000 and over is calculated at 1%, and the fee is calculated at -0- to the your balance rate.  So if you have $5,200,000 average balance the fee is $52,000/year or $13,000/quarter.

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  • L Vail Profile Picture
    65,271 on at

    Hi,

    I am not aware of an out-of-the-box way to accomplish this.

    Kind regards,

    Leslie

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