ERP User GuideMicrosoft Dynamics AX

Microsoft Dynamics AX

Product Prices and Line Discounts



Sana being the ERP integrated e-commerce solution uses pricing logic of Microsoft Dynamics AX. This means that all prices are managed and calculated real-time in Microsoft Dynamics AX.

In Microsoft Dynamics AX you can set up:

  • Base sales price - the standard price of a product.
  • Price (sales) - the sales price of a product for all customers, for a customer price group, or for a specific customer based on the trade agreements reached between a customer and a merchant.
  • Line discount (sales) - the discount that applies to the sales/base price of a product. It can be set for all customers, for a customer price group, or for a specific customer based on the trade agreements reached between a customer and a merchant.

Using trade agreements (sales prices and sales line discounts), you can also set up volume prices.

When a customer creates an order, the price that will be used for a product is based on priority. First, the system checks if there is a trade agreement with a Line discount (sales) and applies it to the Price (sales) if it exists, or to the Base sales price, if there is no Price (sales). If there is no trade agreement with a Line discount (sales), the system will search for a trade agreement with a Price (sales). If there is no trade agreement with a Price (sales) that matches the criteria, the Base sales price will be used for a product.

 NOTE

Sana does not have any influence on how prices are calculated. The default Microsoft Dynamics AX logic is used. In Sana you can only control which prices you want to show to your customers in the webshop.


Set up base sales price for a product

Step 1: Open the necessary product.

Step 2: On the Sell FastTab, in the Base sales price section, enter the Price of a product.

Create trade agreements

Trade agreements are fixed price or discount agreements that are set up for one or more customers for the sale of individual or multiple products. They are applied to orders according to a set of built-in rules to determine the valid price and/or discount.

Using trade agreements, you can set up:

  • Price (sales)
  • Line discount (Sales)
  • Multiline discount (Sales)
  • Total discount (Sales)

Price and discount rules in the trade agreements can be set up for:

  • A specific customer
  • A group of customers
  • All customers

Price and discount rules can be set for:

  • A specific product
  • A group of products
  • All products

To use trade agreements, you must first activate those combinations of items and customers that you need. You can activate price and discounts to create trade agreements here: Sales and marketing > Setup > Price/discount > Activate price/discount.

 NOTE

In the Sana webshop you can show the base sales price of a product, the sales price and the sales line discount set in trade agreements. Both prices and the calculated line discount can be shown for a product in the webshop. When a customer creates an order, and it matches the criteria of a multiline or total discount in the trade agreement, it will be calculated in the shopping cart.

For more information, read the official Microsoft documentation "Trade agreements".

Set up Price (sales) for a product

Step 1: Open the necessary product.

Step 2: On the Sell tab, click Create trade agreements. Create a record in the journal.

Step 3: When the journal record is created, select it and click Lines at the top of the form.

Use the Journal lines, price/discount agreement form to set up the sales price for the product.

The following table provides description of the fields required to set up a sales price for a product. You can enter any other required data.

Field Description
Relation Select the Price (sales) relation to add a sales price.
Account code Define whether the sales price is for an individual customer, then select Table, for a customer price group, then select Group, or for all customers.
Account selection Select the customer account number or customer price group, if you set up sales price for an individual customer or customer price group.
Item code Define whether a sales price should be applied to a product, then select Table, a price/discount group, then select Group, or to all products.
Item relation Select the item number of the product for which the sales price should be set or price group, depending on the selected Item code.
Configuration If a product has product dimensions, you can set up sales prices for different product variants.
Size
Color
Style
Site The site and warehouse where the product is stored. 
Warehouse
Unit Select the unit of measure for the trade agreement line.
Amount in currency Enter the sales price of a product in the currency that is selected in the Currency field.
Currency Select the currency that applies to the sales price in the Amount in currency field.

When all the necessary trade agreements are added, you must Post the journal. The lines from the posted journal are used as trade agreements.

Set up Line discount (Sales) for a product

Step 1: Open the necessary product.

Step 2: On the Sell tab, click Create trade agreements. Create a record in the journal.

Step 3: When the journal record is created, select it and click Lines at the top of the form.

Use the Journal lines, price/discount agreement form to set up the sales line discount for the product.

The following table provides description of the fields required to set up a sales line discount for a product. You can enter any other required data.

Field Description
Relation Select the Line discount (Sales) relation to add a sales line discount.
Account code Define whether the sales line discount is for an individual customer, then select Table, for a customer price group, then select Group, or for all customers.
Account selection Select the customer account number or customer price group, if you set up sales line discount for an individual customer or customer price group.
Item code Define whether a sales line discount should be applied to a product, then select Table, a price/discount group, then select Group, or to all products.
Item relation Select the item number of the product for which the sales line discount should be set or price group, depending on the selected Item code.
Configuration If a product has product dimensions, you can set up sales line discount for different product variants.
Size
Color
Style
Site The site and warehouse where the product is stored.
Warehouse
Unit Select the unit of measure for the trade agreement line.
Currency Select the currency that applies to the sales line discount.

When all the necessary trade agreements are added, you must Post the journal. The lines from the posted journal are used as trade agreements.

Presentation of prices and discounts in the Sana webshop

Sana is very flexible when it comes to presentation of prices and discounts in the webshop. You are free to show those prices and discounts that you want.

The combination of price settings in Sana Admin and in Microsoft Dynamics AX defines how prices and discounts will be shown on the product pages in the Sana webshop.

Set up the default product price in Microsoft Dynamics AX

Using the Default price field, on the Webshops form, you can choose which price, base or unit (sales), should be used as the default product price. It depends on your pricing setup in Microsoft Dynamics AX. If you set up Sana to show two prices to your customers in the webshop, the price that is selected as the Default price on the Webshops form will be strikethrough in the Sana webshop.

Below you can see different scenarios and combinations of price settings, and how prices are presented in the Sana webshop.

Set up price presentation in Sana Admin

In Sana Admin click: Setup > Products > Price. In the Price presentation field, select which product prices and discounts from Microsoft Dynamics AX you want to show on the product pages in the Sana webshop.

  • You can choose which product prices must be shown on the product pages. You can show both, base prices and sales prices, or only sales prices.
  • You can even show discount amount or discount percentage together with the product price.
Below you can see how product prices and discounts are shown in the Sana webshop, depending on the setup in Sana Admin and in Microsoft Dynamics AX. It also depends on the availability of different product prices and discounts in Microsoft Dynamics AX.
  • Show sales price (Sana Admin) + Base price (Microsoft Dynamics AX)

Sales price minus sales line discount (if it is available) is shown for a product. If a sales line discount is not available for a product, then just a sales price is shown.

  • Show base price and sales price (Sana Admin) + Base price (Microsoft Dynamics AX)

Product base price and a sales price minus sales line discount (or a sales price) are shown for a product. Base price is a strikethrough price.

  • Show base price, sales price and discount percentage (Sana Admin) + Base price (Microsoft Dynamics AX)

Product base price, a sales price minus sales line discount (or a sales price) and a discount percentage are shown for a product. The discount percentage shows the difference between a base price and a sales price with the applied sales line discount (or a sales price). If a sales price is not available for a product, then a sales line discount is applied to a base price. Base price is a strikethrough price.

  • Show base price, sales price and discount amount (Sana Admin) + Base price (Microsoft Dynamics AX)

Product base price, a sales price minus sales line discount (or a sales price) and a discount amount are shown for a product. The discount amount is the difference between a base price and a sales price with the applied sales line discount (or a sales price). If a sales price is not available for a product, then a sales line discount is applied to a base price. Base price is a strikethrough price.

  • Show sales price and discount amount + Base price (Microsoft Dynamics AX)

Sales price minus sales line discount (or a sales price) and a discount amount are shown for a product. The discount amount is the difference between a base price and a sales price with the applied sales line discount (or a sales price). If a sales price is not available for a product, then a sales line discount is applied to a base price.

  • Show sales price and discount percentage + Base price (Microsoft Dynamics AX)

Sales price minus sales line discount (or a sales price) and a discount percentage are shown for a product. The discount percentage shows the difference between a base price and a sales price with the applied sales line discount (or sales price). If a sales price is not available for a product, then a sales line discount is applied to a base price.

  • Show sales price (Sana Admin) + Unit price (Microsoft Dynamics AX)

Sales price minus sales line discount is shown for a product. If a sales line discount is not available, then just a sales price is shown.

  • Show base price and sales price (Sana Admin) + Unit price (Microsoft Dynamics AX)

Product sales price and a sales price minus sales line discount are shown for a product. Sales price is a strikethrough price.

If a sales price is not available for a product, then a base price and a base price with the applied sales line discount are shown. A base price is a strikethrough price, since a product does not have a sales price.

If a sales line discount is not available for a product, then only a sales price is shown.

  • Show base price, sales price and discount percentage (Sana Admin) + Unit price (Microsoft Dynamics AX)

Product sales price, a sales price minus sales line discount and a discount percentage are shown for a product. The discount percentage shows the difference between a sales price and a sales price with the applied sales line discount. Sales price is a strikethrough price.

If a sales price is not available for a product, then a base price, a base price with the applied sales line discount and a discount percentage are shown. A base price is a strikethrough price, since the product does not have a sales price.

If sales line discount is not available for a product, then only a sales price is shown.

  • Show base price, sales price and discount amount (Sana Admin) + Unit price (Microsoft Dynamics AX)

Product sales price, a sales price minus sales line discount and a discount amount are shown for a product. The discount amount shows the difference between a sales price and a sales price with the applied sales line discount. Sales price is a strikethrough price.

If a sales price is not available for a product, then a base price, a base price with the applied sales line discount and a discount amount are shown. A base price is a strikethrough price, since the product does not have a sales price.

If a sales line discount is not available for a product, then only a sales price is shown.

  • Show sales price and discount amount (Sana Admin) + Unit price (Microsoft Dynamics AX)

Sales price minus sales line discount and a discount amount are shown for a product. The discount amount shows the difference between a sales price and a sales price with the applied sales line discount.

If a sales price is not available for a product, then a base price with the applied sales line discount and a discount amount are shown. In this case, the discount amount shows the difference between a base price and a base price with the applied sales line discount.

If a sales line discount is not available for a product, then only a sales price is shown.

  • Show sales price and discount percentage (Sana Admin) + Unit price (Microsoft Dynamics AX)

Sales price minus sales line discount and a discount percentage are shown for a product. The discount percentage shows the difference between a sales price and a sales price with the applied sales line discount.

If a sales price is not available for a product, then a base price with the applied sales line discount and a discount percentage are shown. In this case, the discount percentage shows the difference between a base price and a base price with the applied sales line discount.

If a sales line discount is not available for a product, then only a sales price is shown.

ERP User GuideMicrosoft Dynamics AX