Set Up Special Sales Prices and Discounts for Customers | Microsoft Docs

The different price and discount agreements that apply when selling to different customers must be defined so that the agreed rules and values are applied to sales documents that you create for the customers.

When you have recorded special prices and line discounts for sales and purchases, Business Central ensures that your profit on item trade is always optimal by automatically calculating the best price on sales and purchase documents and on job and item journal lines. For more information, see Best Price Calculation.

Concerning prices, you can have a special sales price inserted on sales lines if a certain combination of customer, item, minimum quantity, unit of measure, or starting/ending date exists.

Concerning discounts, you can set up and use two types of sales discounts:

Because sales prices and sales line discounts are based on a combination of item and customer, you can also perform this configuration from the item card of the item where the rules and values apply.

To set up a sales price for a customer

1. Choose the icon, enter Customers, and then choose the related link.

2. Open the relevant customer card, and then choose the Prices action.

   The Sales Type field is prefilled with Customer, and the Sales Code field is prefilled with the customer number.

3. Fill in the fields on the line as necessary. Hover over a field to read a short description. Fill a line for each combination that will grant a special sales price to the customer.

To set up a sales line discount for a customer

1. Choose the icon, enter Customers, and then choose the related link.

2. Open the relevant customer card, and then choose the Line Discounts action.

   The Sales Type field is prefilled with Customer, and the Sales Code field is prefilled with the customer number.

3. Fill in the fields on the line as necessary. Hover over a field to read a short description. Fill a line for each combination that will grant a sales line discount to the customer.

To set up an invoice discount for a customer

When you have decided which customers are eligible for invoice discounts, enter the invoice discount code on the customer cards and set up the terms for each code.

1. Choose the icon, enter Customers, and then choose the related link.
2. Open the customer card for a customer that will be eligible for invoice discounts.
3. In the Invoice Disc. Code field, select a code for the relevant invoice discount terms to use to calculate invoice discounts for the customer.

Proceed to set up new the sales invoice discount terms.

1. On the Customer Card page, choose the Invoice Discounts action. The Cust. Invoice Discounts page opens.
2. In the Currency Code field, enter the code for a currency that the invoice discount terms on the line applies to. Leave the field blank to set up invoice discount terms in USD.
3. In the Minimum Amount field, enter the minimum amount that an invoice must have to be eligible for the discount.
4. In the Discount % field, enter the invoice discount as a percentage of the invoice amount.
5. Repeat steps 5 through 7 for each currency that the customer will receive a different invoice discount for.

The invoice discount is now set up and assigned to the customer in question. When you select the customer code in the Invoice Disc. Code field on other customer cards, the same invoice discount is assigned to those customers.

To work with sales invoice discounts and service charges

When you use invoice discounts, the size of the invoice amount determines the size of the discount that is granted.

On the Cust. Invoice Discounts page, you can also add a service charge to invoices over a certain amount.

Before you can use invoice discounts with sales, you must enter certain information in the program. You must decide:

• which customers will be granted this type of discount.
• which discount percentages you will use.

If you invoice discounts to be calculated automatically, you can specify this on the Sales & Receivables Setup page.

For each customer, you can specify whether you will grant invoice discounts if the requirement is satisfied (that is, if the invoice amount is large enough). You can define the terms of the invoice discount in local currency for domestic customers and in foreign currency for foreign customers.

You link discount percentages to specific invoice amounts in Cust. Invoice Discounts pages. You can enter any number of percentages in each page. Each customer can have its own page, or you can link several customers to the same page.

In addition to (or instead of) a discount percentage, you can link a service charge amount to a specific invoice amount.

Best Price Calculation

When you have recorded special prices and line discounts for sales and purchases, Business Central ensures that your profit on item trade is always optimal by automatically calculating the best price on sales and purchase documents and on job and item journal lines.

The best price is the lowest permissible price with the highest permissible line discount on a given date. Business Central automatically calculates this when it inserts the unit price and the line discount percentage for items on new document and journal lines.

1. Business Central checks the combination of the bill-to customer and the item and then calculates the applicable unit price and line discount percentage, using the following criteria:

   • Does the customer have a price/discount agreement, or does the customer belong to a group that does?
   • Is the item or the item discount group on the line included in any of these price/discount agreements?
   • Is the order date (or the posting date for the invoice and credit memo) within the starting and ending date of the price/discount agreement?
   • Is a unit of measure code specified? If so, Business Central checks for prices/discounts with the same unit of measure code, and prices/discounts with no unit of measure code.

2. Business Central checks if any price/discount agreements apply to information on the document or journal line, and then inserts the applicable unit price and line discount percentage, using the following criteria:

   • Is there a minimum quantity requirement in the price/discount agreement that is fulfilled?
   • Is there a currency requirement in the price/discount agreement that is fulfilled? If so, the lowest price and the highest line discount for that currency are inserted, even if local currency would provide a better price. If there is no price/discount agreement for the specified currency code, Business Central inserts the lowest price and the highest line discount in your local currency.

If no special price can be calculated for the item on the line, then either the last direct cost or the unit price from the item card is inserted.

To copy sales prices

If you want to copy sales prices, such as an individual customer's sales prices to use for a customer price group, you must run the Suggest Sales Price on Wksh. batch job. You can an action for the batch job on the Sales Price Worksheet page.

1. Choose the icon, enter Sales Price Worksheet, and then choose the related link.
2. Choose the Suggest Sales Price on Wksh. action.
3. On the Sales Prices FastTab, fill in the Sales Type and Sales Code fields with the original sales prices you want to copy.
4. In the top section of the request page, fill in the Sales Type and Sales Code fields with the type and name you want the sales prices copied to.
5. If you want the batch job to create new prices, select the Create New Prices check box.
6. 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 sales type.

To bulk update item prices

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. Choose the icon, 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 Invenotry 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.

See Also

Setting Up Sales
Sales
Working with Business Central

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