Applying Retail Discount in Sale Order

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Posted on by Community Member Microsoft Employee

Hi,

I am new to Retail , learning on my own. Have a question on Retail Discount

1) I created Discount in Retail-> Price/Discount-> Discount

2) Specificaiton is follows a) 25% Discount on product 0005 b) Linked to price group west c) The price group west is affiliated to Seattle store d) Default customer for seattle store is 100001

3) I created Sale order for Item 0005 against the customer 100001

4) As per the set up configured the discount has to be applied for this sale order

5) But i find the discount is not applied for this sale order

I want to know if i have missed any set up due to which this discount is not applied in the sale order Level

Regards

Prasad

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Answers (1)

Guy Terry 28,626 Super User 2024 Season 2 on at

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RE: Applying Retail Discount in Sale Order

Hi Benoit,

From what I've seen, with Retail pricing, AX will use either a Trade Agreement discount or a Retail discount (but not both). I think it uses which offers the lowest net price. Therefore, it is only possible to cumulate discounts if they are Retail discounts.
Community Member Microsoft Employee on at

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RE: Applying Retail Discount in Sale Order

Hi,

Somebody already successed to cumulate a discount on customer group from trade agreement, and discount from retail feature ?

regards, Ben.
Guy Terry 28,626 Super User 2024 Season 2 on at

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RE: Applying Retail Discount in Sale Order

Hi Prasad,

I don't know how you got on, but I finally got round to writing up the setup to makes this work:

guyterry.wordpress.com/.../retail-pricing-on-standard-ax-sales-order
Community Member Microsoft Employee on at

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RE: Applying Retail Discount in Sale Order

Hi Terry,

Very useful information, thank you. I will try to replicate the settings and get back to you

Regards

Prasad
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Guy Terry 28,626 Super User 2024 Season 2 on at

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RE: Applying Retail Discount in Sale Order

Hi Prasad,

As Sumit says, there is extra setup required to use Retail Pricing in a standard sales order. Per the setup for Call center, you'll be creating at least one Retail Channel for the Call Centre, Channel Users, Catalogues, Source codes and I'm sure other things.

technet.microsoft.com/.../dn497725.aspx

blogs.msdn.com/.../call-center-channel-user.aspx

I haven't tried it myself yet, so please report back if you get it working.

Finally, for inspiration, on this blog you can see what you are attempting in action:

organicax.com/.../differences-between-trade-agreement-discount-and-retail-discount
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sumit0417 2,890 on at

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RE: Applying Retail Discount in Sale Order

If you are creating the sales order directly from AX client, then you may have to create a call center in order to apply the Retail periodic discount in Sales order.

But if you are creating the sales order from POS, then the Retail periodic discount should get applied. You may have to check the configuration in this case.