You’ll quickly realise that these two menus actually open the same form:Įnter a name and the system sets the default Description from the Name. There are two menu options, Sales and marketing > Journals > Price/discount agreement journals, and Procurement and sourcing > Journals > Price/discount agreement journals. In earlier versions of Dynamics AX you could update the Trade agreement table directly, but in Dynamics AX 2012 you create Price/discount journal. In Dynamics AX we setup sales prices, purchase prices and discounts in the same Trade agreement table – all the records in the Trade agreement table have a type, the ‘Relation’ field. Our D365 specialists are more than willing to help your business best utilize the platform’s features.I might be the only person who doesn’t know this – but you can use a Price/Discount journal name to default a Price type. If you have any questions about D365 and its capabilities, reach out to Wipfli. Please note that if more than one price lists are associated with a territory, then the price list will not be populated. Once this is set up, whenever a user creates an opportunity, the price list will be auto-selected based on the territory the sales person belongs to, and the price list associated with that territory. Open the territory record and add the sales contact(s) operating in that territory, using the “Members” link in the left navigation menu. Navigate to Settings > Business Management > Sales Territory.
Select the connection role as “Territory Default Price List.” It is an OOB connection role. Open the price list record and use the territory grid to add a connection to a specific territory. Step 2: Connect a Territory With the Price List
Under the “Sales” tab, select “Yes” for “Allow selection of default price list for opportunity via inbuilt rule.” Navigate to Settings > Administration > System Settings. To set up the D365 inbuilt feature based on the user’s territory, follow the steps below: Step 1: Enable the Inbuilt Rule Additionally, a D365 feature that was introduced in 2015 Update 1 has an inbuilt feature that allows the auto-selection of a price list based on the user’s territory. In Microsoft Dynamics 365 (D365), selecting a price list is very important because the line items on the opportunity depend on the selected price list.Ī user can select a price list manually or by building custom logic the price list can be automatically populated.
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