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Updating sales price when sales invoice generated

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Posted on by Farukh 63

Hi,

We have created sales agreement for a customer 'A' and set price per unit say USD1000 ea. effective from 01-03-2019.

Sales Order is created on 01-03-2019 for the customer 'A' for 10 unit, the system fetch the sale price of 1000.

On 05-03-2019, the trade agreement is revised, the previous trade agreement is set active to 04-03-2019 and new rate of USD 1500 entered with effect from 05-03-2019.

Actual shipment is made on 05-03-2019. 

We want that system should generate sales invoice using new rate of USD 1500. But system is generated invoice @ USD 1000.

Please suggest how system can update sales rate while generating sales invoices.

Categories:
Financial Management
  • Eugen Glasow Profile Picture
    Eugen Glasow 6,355 on at
    RE: Updating sales price when sales invoice generated

    Yes, there are contracts of that kind, especially in countries with a high inflation rate. That's why I had it in the past too.

    Yes, Oracle is more flexible than D365FO in many aspects.

    I was able to convince the users to apply the workaround above.

  • Farukh Profile Picture
    Farukh 63 on at
    RE: Updating sales price when sales invoice generated

    While creating sales order it is agreed with customers that rate prevailing on dispatch date would be applied. It is industry practice.

    Oracle 12 allow in its parameter setting whether to update sales rate when generating invoice and against which customer group.

  • Eugen Glasow Profile Picture
    Eugen Glasow 6,355 on at
    RE: Updating sales price when sales invoice generated

    For sure you want it to be automatic :) You'd need to customize then. And triggering the TAE policies programmatically is not going to be a walk in the park, not at all:

    docs.microsoft.com/.../trade-agreement-evaluation-policies-white-paper

    By the way, the reason why the standard application doesn't do it automatically is very simple: the confirmed sales order is a contract. Unless you have a written agreement with the customer, the customer may contest your higher price.

  • Farukh Profile Picture
    Farukh 63 on at
    RE: Updating sales price when sales invoice generated

    We want this automatic rather than sales person click the update button.

  • Suggested answer
    Eugen Glasow Profile Picture
    Eugen Glasow 6,355 on at
    RE: Updating sales price when sales invoice generated

    I had this requirement in the past. You have to force update the prices before shipment, manually.

    For example, let the sales operations user update the Price group in the SO header prior to releasing to the warehouse. The system propagates it into the SO lines and updates the prices:

    0842.MassUpdate.PNG

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