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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Understanding the Pric...
Microsoft Dynamics AX (Archived)

Understanding the PriceDiscTable and how Journals Work

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Posted on by richierich79 300

The the PriceDiscTable handles journals on a table, group, and all level. From the MS data I have found have found the following can exist

I previously wrote a post regarding PriceDiscTable here when working on table level relationships

Im now moving onto to the next part of this and would really appreciate anyone's being able to verify my understanding.

Question 1.

After using some of MS demo data I found

Case 1.
1. A journal for an item for all customers. (accountcode = 2)
2. Another journal exists for a specific item for a customer (account code = 0)

Case 2.
1. A journal can exist for all items for one customer (why this would actually happen is behyond me)
2. Another journal can exist for an item for the same customer

Is it right to assume that in both of the above cases journal 1 is only used when journal 2 doesn't exist?

Question 2

Journals can also be related to both item groups and customer groups in the PriceDiscGroup table. However at present I can't find how these journals have a relationship to actual customers or items.
How do journals associated with price discount groups applied to actual customers or items? Or am I just missing the point of journal groups

*This post is locked for comments

  • Guy Terry Profile Picture
    Guy Terry 28,640 Super User 2024 Season 2 on at
    RE: Understanding the PriceDiscTable and how Journals Work

    Yes, the two percent fields are for discount trade agreements, where the discount is based on a percentage from the price. It is also possible to enter a discount amount, for occasions where the discount is a flat amount.

  • richierich79 Profile Picture
    richierich79 300 on at
    RE: Understanding the PriceDiscTable and how Journals Work

    Wow, thanks guys

    @Brandon  - You are correct I was mixing my terminology's up. This happened as eventually I am going to use the AIF web service to update journals

    From looking at the demo data it does seem that you can have many combinations with the same Item and account are the same but other columns like QuantityAmountFrom, QuantityAmountTo, relation, and currency vary.

    Can a situation occur where all these column have the same values and the from/to dates overlap? If so it would help me to know why? :-)

    @Guy Thanks for this I wasn't aware of the different types of trade agreements. And it has added some complexity. Am I right in saying the "Percent1" and "Percent2" fields are used to define the level of discount for Discount Trade Agreements?

  • Guy Terry Profile Picture
    Guy Terry 28,640 Super User 2024 Season 2 on at
    RE: Understanding the PriceDiscTable and how Journals Work

    Hi richierich79

    Q1 - In Case 1, if one is defined for the customer on the order then the specific customer price or discount will be found first, and AX will always use it if the line has 'Find next' unticked. If 'Find next' is ticked, AX will keep looking and will find the 'All customer' price or discount. However, it will only use this if it is a better (for the customer) price or discount. If the customer on the order has no specific customer price or discount, then the 'All customer' price or discount will always be found.

    In Case 2, you can use a discount for 'All items' and a specific customer if you want, for example, that customer to get a 10% off everything they buy. (You cannot use the 'All items' for a price, at least not in the most recent versions of AX).

    As before, the discount for a specific item is used on order lines for that item, unless 'Find next' is ticked and the 'All item' discount is better (for the customer).

    Q2 - There are four groups that can be set on the Customer (Multiline discount, Total discount, Price, Line discount). Line discount and Multiline discount can also be set on the Item. Imagine you create a Customer Line discount group called '10%Cust' and an Item Line discount group called 'DiscountedItems', you could assign customer's who should get a discount to the Line discount group called '10%Cust' and Items on which the discount applies to Item Line discount group 'DiscountedItems'. Then you create a Price/Discount agreement line with:

    Relation = Line discount

    Account code = Group

    Account selection = 10%Cust

    Item code = Group

    Item relation = DiscountedItems

    Discount percentage 1 = 10.00

    When a customer that has the Line discount group '10%Cust' places an order line for an Item that has Line discount group 'DiscountedItems', the discount of 10% will be applied to the line.

    Hope that helps!

  • Suggested answer
    Brandon Wiese Profile Picture
    Brandon Wiese 17,788 on at
    RE: Understanding the PriceDiscTable and how Journals Work

    I'm not sure why you keep calling them journals.  There are Price/discount journals that are used to create PriceDiscTable records, but that's all the journals are good for.  Ultimately the Trade agreements in table PriceDiscTable are evaluated in sequence (as you have discovered, many of them can apply to a given situation, and the order of evaluation and whether additional records are considered is determined by system setup and the contents of each record).

    Trade agreements have their own customer and item groups that are different from the primarily ledger Customer groups and Item groups.  They are actually called Customer price/discount groups (found under Sales and marketing, Setup, Price/discount, Customer price/discounts groups), and Item discount groups (also found there, but in other places too).  You can apply these groups to individual customers (found under Sales order defaults on the customer record), and individual items (found under the Purchase or Sales tabs on the Released product).

    In general, more specific PriceDiscTable records are considered before more general ones, so a Table record would be considered before a Group, which would be considered before an All.  However, there is a Search again field which determines whether to keep searching, and when checked generally the lowest price among the considered records is what appears on the order.  Also keep in mind that there can be many quantities even for a given combination of item/account, and even overlapping from/to dates.

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