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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / OM "Employee Prici...
Microsoft Dynamics SL (Archived)

OM "Employee Pricing" only when requested

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Posted on by Katie Warner 560

I am looking for a way to run a promotion that allows customers who do not ordinarily get preferred pricing to get it by requesting it at the time they place an order.  For instance by saying "I'd like employee pricing."

 Our discounting sequence is

1. Invt Item and Customer
2. Invt Item and Cust Price Class
3. Inventory Item.

Our customer price classes specify flat prices based on complex formulas,  so setting up flat discount percentages will not work.  We need to keep it so that customers who have permanently assigned price classes continue to automatically get their discounted pricing. 

How can we set up a by request promotion?

 

Thank you!

Katie Warner

*This post is locked for comments

  • Katie Warner Profile Picture
    Katie Warner 560 on at
    Re: Re: Re: Re: Re: Re: OM "Employee Pricing" only when requested

     

    Yes I did work for EHTC.  How do you know me?  Am I THAT notorious?  :-)

     Because we do tier pricing based on the Margin of each inventory item, updating tiers has been a bit of a nightmare... even with the automations we've done.  I'm praying to have stored procedures written by the end of Novemeber that help with this process...

     Slow in the sales order screen.... imagine that.  Our sales order screen is pretty much unrecognizable at this point.

    Katie

  • Jonathan Van Houtte Profile Picture
    Jonathan Van Houtte 680 on at
    Re: Re: Re: Re: Re: OM "Employee Pricing" only when requested

    [quote user="Katie Warner"]

    Unfortunately, we've used up all of our inventory user fields.  Plus, employee pricing is just one example of a pricing scenario we would like to try.  If it worked, we would likely do a whole ton of variations of it.

    I am considering instead setting up a user field on the soheader to designate the PriceclassID to use  and then adding code to the line level that checks the slsprc/slsprcdet tables to get the correct pricing.  It would mean adding a bunch of code to an already over customized sales order screen, but it could possibly work.

    Thoughts anyone?

    [/quote]

     

    BTDT.  If you need the complexity offered by those tables, then you'll need to do something like that.  When I did this, I also spent a lot of time optimizing the SQL code, because users complained about the order-entry speed even before the customization.  I also created a price maintenance Excel spreadsheet that saves them a day of work every time they change prices (every couple of months). 

     

    Your name is familiar.  Didn't you work for EHTC?

  • Katie Warner Profile Picture
    Katie Warner 560 on at
    Re: Re: Re: Re: OM "Employee Pricing" only when requested

    Unfortunately, we've used up all of our inventory user fields.  Plus, employee pricing is just one example of a pricing scenario we would like to try.  If it worked, we would likely do a whole ton of variations of it.

    I am considering instead setting up a user field on the soheader to designate the PriceclassID to use  and then adding code to the line level that checks the slsprc/slsprcdet tables to get the correct pricing.  It would mean adding a bunch of code to an already over customized sales order screen, but it could possibly work.

    Thoughts anyone?

  • Jonathan Van Houtte Profile Picture
    Jonathan Van Houtte 680 on at
    Re: Re: Re: OM "Employee Pricing" only when requested

    Well, I probably wouldn't try it with that many UOMs.  I was thinking you could create a copy of each UOM that you use, with the same conversion factors, and then add those to the price tables with the alternate pricing.  Then choose the alternate UOM (e.g. EP-EA instead of EA), on the order lines.

    About the only other exposed field that can affect price is Site, and that would really create a nightmare, requiring transfers, etc.

    Much as I hate customizing the entry screens in OM, I'd probably drop in a checkbox (at the header level if it should affect all lines, otherwise at the line level) and write some event code to override the price.  You could store the Employee Prices in Inventory.User3. 

  • Katie Warner Profile Picture
    Katie Warner 560 on at
    Re: Re: OM "Employee Pricing" only when requested

    Can you give more detail?  I am not understanding how that would work. 

     I don't think adding UOMs is going to be an option as we already have over 200 units of measure and are trying not to create more.

  • Jonathan Van Houtte Profile Picture
    Jonathan Van Houtte 680 on at
    Re: OM "Employee Pricing" only when requested

    How about adding another Sales Unit (UOM) for Employee Price, and then adding that to your Sales Price grids?

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