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Microsoft Dynamics GP (Archived)

Automatic calculation of line item markdown.

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Posted on by Rich Fleming 50

We're new users to GP 10.0

In our "old ERP" system, we could have a discount level specified in the customer card. (5%, 10%, 15%)

When a Sales Order was created for a customer with a discount, each line item would automatically be discounted by the percentage specified in their customer card.

It appears that GP 10 does not work this way by default, and instead calculates a "trade discount" based on the subtotal amount of the sum of the line items.   It does not appear to discount each line item automatically.

Is there any way to automate (either within GP settings or with 3rd party software) the discounting of each line item on the order based on the  discount level specified in the customer card?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Automatic calculation of line item markdown.

    Dear Rich,

    You can use the GP Extended Pricing...I will give you some information about this subject:

    How prices are calculated?

     When an order or other sales transaction is created for a customer, the following process is used to select the price for each item on the transaction. First, the system searches for item-specific pricing information. The system searches for a price in the price sheets (which must be active and which must include the current date) assigned directly to the customer first. Then, the system searches the price sheets in the price book assigned to the customer, and finally it searches base price book. If no item-specific pricing is found, the system searches for a price group that includes the item. Price sheets assigned directly to the customer are searched first, followed by price sheets in the customer’s price book, and finally the base price book. 

    If an adjusted value-off or percent of list price is found, the rest of the pricing structure is searched for a list price to apply the discount to. For example, if there’s a value-off price in a price sheet assigned to the customer, the customer’s price book and the base price book are searched for a list price. It is possible for the final price to be the result of two adjustments applied to the base price. For example, a customer sheet might give 2 percent off the customer price book price, which is itself 5 percent off the base price. If multiple promotions are applied, they are applied in the order they are discovered: first the promotions from the first step of the search, then from the second step, and so on. Items Price groups Price sheets assigned to price book Price book assigned to customer Items Price groups Price sheets assigned to base price book Base price book Items Price groups Price sheets assigned directly to customer

  • Susan Moore Profile Picture
    Susan Moore 110 on at
    Re: Automatic calculation of line item markdown.

    Hi Rich. Have you thought about looking at Horizons International's (Item Pricing Matrix)? I work for Horizons, and we're listed in the solution finder, but I hear from partners all the time that they don't know about us. We have the functionality you mention and others as well.

  • winthropdc Profile Picture
    winthropdc on at
    Re: Automatic calculation of line item markdown.

    Omni Price has the functionality to place the discount as a markdown on each line. It can also track the markdowns to a specified GL account.

    Have a look at http://www.rocktonsoftware.com for more info.

    David

    Disclaimer: I was the original developer of Omni Price, before I joined Microsoft.

    David Musgrave [MSFT]
    Escalation Engineer - Microsoft Dynamics GP
    Microsoft Dynamics Support - Asia Pacific

    Microsoft Dynamics (formerly Microsoft Business Solutions)
    http://www.microsoft.com/Dynamics

    mailto:David.Musgrave@online.microsoft.com
    http://blogs.msdn.com/DevelopingForDynamicsGP

    Any views contained within are my personal views and not necessarily Microsoft policy.
    This posting is provided "AS IS" with no warranties, and confers no rights. 

    The links in this message may lead to third-party Web sites. Microsoft provides third-party resources to help you find customer service and/or technical support resources. Information at these sites may change without notice. Microsoft is not responsible for the content at any third-party Web sites and does not guarantee the accuracy of third-party information.

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