D365 BC Premium Customer Price List

Hi,

I'm aware of both the functionality to assign a discount or "special price" to an individual customer/customer group and add a customer to the group.
As well as the functionality to print a general price list, as well as a price list for a specific customer/customer group.

However, my question is this:

1. Can I add a customer to multiple discount groups ?
I.e. so we have Brand A, Brand B and Brand C, the customer is granted a 15% discount for Brand A, but pays full price for the others, then down the line we also want to grant them a 10% for Brand B, so they keep their 15% discount for Brand A, 10% discount for Brand B and full price for Brand C.

The reason I ask is that we have a number of customers on BC that we will require this functionality for.

Retail Customers will pay retail price, Trade Customers will be granted discounts to specific brands, then Wholesale Customers will be granted discounts to a number of brands.

2. Is it possible, when printing a price list report for a specific customer, to remove any items the customer does not have a "special price" for?
In SAP you can assign products to customers and that's what they can buy until you add more, so when you print a price list it only gives them the products you have added, then if you want you can choose to print a full price list for all items.

The problem we have is that we have around 50,000 items on BC, not all items are for all customers, some items are for a specific customer, some items are for a few customers and some items are for all, but I am unaware of a way to manage this currently.

All help greatly appreciated.

New to BC and new to the forum, so apologies for what might be a silly question, just trying to find my feet with the change to BC.

Thanks again,

Gareth

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  • Gareth,

    In BC Sales Prices you can create many Customer/Item Price Groups based on Brand or Industry or whatever pricing rules you have in place. So if you want a Sales Price Group for Brand A, I can setup ALL my customers and their specific discount. Repeat for all Brands. Any Item for a Customer not falling into any group will revert to the MSRP off the Item Card. Now your second question maintaining all these. Using the Sales Price Worksheet. If you want to bulk update item prices, such as increase all item prices by some percentage, you must run the Suggest Item Price on Wksh. batch job. You can find a link to the batch job on the Sales Price Worksheet page.

    1. Search enter Sales Price Worksheet, and then choose the related link.
    2. Choose the Suggest Item Price on Wksh. action.
    3. On the Item FastTab, fill in the No. or Inventory Posting Group or other fields with the original item prices you want to update.
    4. In the top section of the request page, fill in the Sales Type and Sales Code with the type and name you want the sales prices copied to.
    5. If you want the batch job to automatically adjust suggested item prices, enter adjustment in Adjustment Factor field. For example, you would enter 1.15 in Adjustment Factor for 15% increase in item price.
    6. If you want the batch job to create new prices, select the Create New Prices field.
    7. Choose the OK button to fill in the lines on the Sales Price Worksheet page with the suggested new prices, indicating that they are valid for the selected Item.

     Note: This batch job only creates suggestions and it does not implement the suggested changes. If you are satisfied with the suggestions and want to implement them, that is insert them in the Sales Prices table, you can use the Implement Price Changes batch job, which is found on the Actions tab, in the Functions group, on the Sales Price Worksheet page.

    NOTE! In NEW Sales Pricing Experience functionality - To update prices for multiple items, you must create a new price list, and then copy the lines from an existing price list. When you copy the lines you can use filters to specify what to copy, and you can specify an integer or decimal number in the Adjustment Factor field to increase or decrease prices. The price list must be in the Draft status. If needed, you can then deactivate the old price list.

     Note: You cannot have two lines that have the same settings but different prices. If that happens, a message will display when you activate a price list. You can choose the price to use by opening the list and deleting the incorrect price.

    Hope this helps.

    Thanks,

    Steve

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