In Dynamics AX 2012, the prices
of an item can be configured in such a way so that when a sales order or
purchase order has been created, the unit prices will come automatically.
At the first glance, it seems
that by default the prices are coming directly from the item master i.e. unit
prices configured at the item level.
But it is not the complete
story.. The unit prices of an item can be configured at 2 levels:
1. Trade
Agreement
2. Item
level
For now, I am explaining the
logic of Sales price. The purchase price can also be configured in the same
way.
To open a Trade Agreement:
Go to Sales and Marketing > Journals> Price/Discount
agreement Journals
Or
AR > Journals > Price/Disc
Agreement journals
Select a Trade Agreement journal
type and Click on Lines
If we click on Account code drop down,
We can see that there are 3 options available. The same
options are available at item code drop down also.
Let me explain the meaning of these options first. It is
important to have an understanding of these options, so that we can understand
the preference in which an item prices is fetched.
The available options are:
Options
|
Account
Code
|
Item
Code
|
ALL
|
The prices will be common for all the customers
|
The prices will be common for all the items
|
GROUP
|
The prices are specific to selected customer price group.
|
The prices are specific to selected item price group.
|
TABLE
|
The price is specific to a selected customer
|
The price is specific to a selected item
|
The values of account selection and Item relation is
dependent upon selection of account code and item code respectively.
Account
Code
|
Account
Selection
|
ITEM
Code
|
Item
Selection
|
ALL
|
Disabled.
|
ALL
|
Disabled.
|
GROUP
|
It will show only customer price groups.
|
GROUP
|
It will show only item price groups.
|
TABLE
|
Dropdown will show all customers available in
system.
|
TABLE
|
Drop down will show all the released products
available in system.
|
Now, we know that for a particular item we have 4 option of
prices-
1.
Prices configured at the item level (Product
master form)
2.
Same price for an item for all the customer via
TA
3.
Different prices for an item depending upon
customer group
4.
Prices specific to each customer
If all the values are available at the same time, then by
default AX follows this precedence:
Now, we can execute the above scenario with the help of an
example. In my example, I am using item ‘C0001’ to be supplied to customer
‘DE-001’. Prices defined are:
1.
Unit price at item level: 500$.
This can be done by: Product information
management > Released products > Open the product > Sell fast tab
Enter the unit price
2.
Create TA for item for customer ‘DE-001’,
customer group and ‘All’ customers. So these 3 valid TA’s exist
Now, depending upon the precedence, when we create a sales
order for this customer and item, 3500$ should be the unit price.
We can verify this by creating a sales order.
Go to Sales and Marketing > Common > Sales Orders >
All Sales Order
So, the prices are coming to be 3500$ (as expected) :)
