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Microsoft Dynamics GP (Archived)

Distributions on Sales Transactions

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Posted on by joepurnell 735

Hello all,

We have a few customers that require they receive net pricing per line on their invoices.  We typically use trade discounts but unfortunately that won't work in this situation, nor will a terms discount.  I know that I can achieve this by creating a custom price level, but then my distributions won't be correct.  If I did that, I would then have to do a monthly correcting entry so the GL reflects the appropriate discounts, and I'd really prefer not to do that.  Is there any way to have net prices on the line item and still have the distributions done correctly?

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  • joepurnell Profile Picture
    joepurnell 735 on at
    RE: Distributions on Sales Transactions

    The prices are not impacted by the QTY order in that sales transaction.  Part of our month end process is running a script that looks at everyone's sales, compares it to our discount structure, and then it updates their Customer Card & any open sales documents to reflect the new discount.  This is not something that is done during each transaction.

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Distributions on Sales Transactions

    Even standard pricing could cover the requirement of quantity ranges. Although, I still have one critical question, the actual invoice price is being considered based on the following criteria "We have a discount structure in place where the more a customer buys throughout the year". This needs to be settled precisely.

    The more your customer buy throughout the year, the higher the discount and accordingly the less the price. That means, in order to calculate the current invoice price, you should consider all the sales transaction for this specific customer, not only the number of items in this specific invoice, right ?

  • Verified answer
    soma Profile Picture
    soma 24,406 on at
    RE: Distributions on Sales Transactions

    I think the Extended Pricing with promotion will fulfill your requirement. But, if you activate Extended Pricing, you can't use standard pricing.

    Hope this helps!!!

  • joepurnell Profile Picture
    joepurnell 735 on at
    RE: Distributions on Sales Transactions

    Let's say item 012345 has a dealer price of $20.  This would be the base price level.  We have a discount structure in place where the more a customer buys throughout the year, the higher their discount goes.  With that in mind, we do everything at the dealer price level and then apply the trade discount.  In this example, that discount is 12%, bringing the total for the product down to $17.60.

    Unfortunately some of these customers require that they receive invoices with net pricing on each line, meaning the line item itself must show $17.60, not $20 with a $2.40 discount applied at the bottom.

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Distributions on Sales Transactions

    What would make you sell the same item at $ 20 and $ 17.6 ?  Would you sell the same item with both prices in parallel ?

    The answer of the questions above is primarily, pricing. In this essence, I would wonder, why the price list would result with a wrong distribution as you stated above.

    Your feedback is highly appreciated,

  • joepurnell Profile Picture
    joepurnell 735 on at
    RE: Distributions on Sales Transactions

    For us a typical transaction would be as follows:

    Item 012345 x QTY 5 @ $20 = $100

    Less 12% Trade Discount          -12  (this gets flagged to our discount account)

    Total                                                  $88

    I am trying to find a solution for the situation below.

    Item 012345 x QTY 5 @ 17.60 = $88 (this does not get flagged as a discount, but I would like it to be)

    Total                                                 $88

    Thanks

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Distributions on Sales Transactions

    Can you illustrate further please, through an example just to ensure your requirement is well understood.

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