Price Analysis
Overview
The Price Analysis feature in Advanced Price Management application from Bricklead, allows sales administration users to generate detailed price analysis documents for their customers. These documents consolidate all applicable pricing conditions (unit prices, discount levels, margins) based on a customer’s sales recurring lines (also known as standard customer sales codes).
Key Concepts
Sales Recurring Lines
Sales recurring lines define a predefined catalog of items associated with a customer. A customer may have multiple recurring lines (e.g., one for a generic catalog and one for recurring purchases). The price analysis feature uses these recurring lines as the source for items to be analyzed.
Running the Price Calculation Analysis Report
From the Price Analysis List
- Navigate to the Price Analysis List page.
- Select the Calculate Analysis Price action.
- In the report options dialog, configure the following settings:
| Setting | Description |
|---|---|
| Posting Date | The date used to calculate the item prices. Defaults to the current work date. This field is mandatory. |
| Group By | Determines how analysis records are created. Choose Customer or Sales Recurring Line. Customer (default): Creates one price analysis per customer. All items from all valid recurring lines for that customer are consolidated into a single analysis. The system iterates over all filtered customers. For each customer, it gathers items from all valid sales recurring lines and creates a single price analysis document. Sales Recurring Line: Creates one price analysis per customer and per sales recurring line. Only items from the selected recurring line are included in each analysis. The system iterates over all filtered customers. For each customer, it identifies all valid sales recurring lines (considering validity dates against the posting date). One price analysis document is created per customer/recurring line combination. |
| Delete If Already Existing | When enabled, any previous price analysis for the same customer (and same posting date) is deleted before creating a new one. Enabled by default. |
- Apply customer filters (Customer No., Customer Price Group, Customer Disc. Group) to target the desired customers.
- Run the report.
From the Price Analysis Card
- Open an existing Price Analysis Card.
- Ensure the Customer No. and Posting Date fields are filled in.
- If the analysis was created with the Sales Recurring Line grouping, the Sales Recurring Line Code field on the header displays the associated code.
- Select the Calculate Prices action.
- The system will populate (or refresh) the analysis lines:
- If Sales Recurring Line Code is filled, only items from that specific recurring line are included.
- If Sales Recurring Line Code is blank, items from all the customer’s valid recurring lines are included.
Note: If the analysis already contains lines, you will be asked to confirm their deletion before recalculating.
Important: If the selected customer does not have any valid standard customer sales code available, the system displays the message: “This customer do not have standard customer sales code available."
Price Analysis Card
The Price Analysis Card displays the full details of a single price analysis document.
Header Fields
| Field Name | Description |
|---|---|
| Code | Auto-generated unique identifier for the price analysis. |
| Customer No. | The customer number associated with this analysis. |
| Customer Name | The name of the selected customer (auto-filled). |
| Posting Date | The date used for price calculation. |
| Currency Code | The customer’s currency code (read-only, inherited from the customer card). |
| Expiration Date | The earliest ending date among all applicable price lists. |
| Expiration Price List | The price list code that causes the expiration date. |
| Sales Recurring Line Code | The source sales recurring line code for this analysis. Hidden by default. Displays a value when the analysis was created using the Sales Recurring Line grouping. |
| Name | Editable customer name on the analysis. |
| Address / Post Code / City / Country | Customer address details (shown as additional information). |
| Contact | The customer contact. |
Line Fields
Each line represents an item at a specific quantity break, with calculated pricing and margin data.
| Field Name | Description |
|---|---|
| Item No. | The item number. |
| Variant Code | The item variant (visible only if variants exist). |
| Description | The item description (auto-filled from the item card). |
| Quantity | The quantity used for price calculation (derived from price/discount thresholds). |
| Unit of Measure Code | The unit of measure for the item. |
| Gross Unit Price | The calculated gross unit price before discounts. |
| Discount Level 1–5 % | The discount percentage at each statistical level. |
| Discount Level 1–5 Amount | The discount amount at each statistical level (hidden by default). |
| Discount Global % | The overall line discount percentage. |
| Discount Global Amount | The overall line discount amount (hidden by default). |
| Sales Recurring Line Code | The source recurring line code for this specific line. Hidden by default. |
| Net Unit Price | The net unit price after all discounts. Click to drill down into the line detail breakdown. |
| Price Line Status | Indicates whether the price has changed compared to a previous analysis: New, Increase, Decrease, or Same. Color-coded for quick identification. |
| Unit Cost (LCY) | The unit cost in local currency. |
| Margin % | The calculated margin percentage. |
| Margin Amount (LCY) | The calculated margin amount in local currency. |
| Margin Line Status | Indicates whether the margin has changed: New, Increase, Decrease, or Same. Color-coded for quick identification. |
Status Indicators
Lines are color-coded based on price and margin status:
| Status | Price Color | Margin Color |
|---|---|---|
| New | Accent (highlighted) | Accent (highlighted) |
| Increase | Unfavorable (red) | Favorable (green) |
| Decrease | Favorable (green) | Unfavorable (red) |
| Same | Strong (neutral) | Strong (neutral) |
Available Actions
From the Price Analysis Card
| Action | Description |
|---|---|
| Calculate Prices | Recalculates all price analysis lines for the current customer and posting date. |
| Print Price List | Prints the customer-facing price list document. |
| Send Price List | Sends the price list to the customer by email. |
| Print Margin Analysis | Prints an internal margin analysis report. |
| Export Price List | Exports the price list to Excel. |
| Export Margin Analysis | Exports the margin analysis to Excel. |
From the Price Analysis List
| Action | Description |
|---|---|
| Calculate Analysis Price | Runs the batch price calculation report to generate or refresh multiple analyses at once. |
| Print Price List | Prints the price list for the selected analyses. |
| Print Margin Analysis | Prints the margin analysis for the selected analyses. |
Example Scenarios
Scenario 1: Group By = Customer
Setup:
- Customer 1000 is linked to Sales Recurring Line 1 (Items A, B, C) and Line 2 (Items D, E, F).
- Customer 2000 is linked to Sales Recurring Line 2 (Items D, E, F).
Result: Running the report with Group By = Customer creates 2 price analyses:
- Customer 1000 → Contains items A, B, C, D, E, F (from both recurring lines).
- Customer 2000 → Contains items D, E, F (from recurring line 2).
Scenario 2: Group By = Sales Recurring Line
Setup: Same as above.
Result: Running the report with Group By = Sales Recurring Line creates 3 price analyses:
- Customer 1000 / Recurring Line 1 → Items A, B, C.
- Customer 1000 / Recurring Line 2 → Items D, E, F.
- Customer 2000 / Recurring Line 2 → Items D, E, F.
- The Sales Recurring Line Code fields on both the header and lines are hidden by default. Users can personalize their pages to display them when needed.
- When changing the Customer No. or Posting Date on an existing analysis that already has lines, the system prompts for confirmation and deletes the existing lines before proceeding.
- The Expiration Date on the analysis header is automatically determined by the earliest ending date among all applicable price lists used during calculation.
- Pricing is computed by simulating a sales quote internally, ensuring that all applicable price lists, discount rules, and templates are evaluated according to the Dynamics 365 Business Central pricing engine, enhanced by Advanced Price Management.
- Grouped Line Discounts will not be considered for the Price Analysis.