Advanced Price Management Setup
Installation
The application “Advanced Price Management” module is available on the Microsoft Dynamics 365 Business Central AppSource.
Please review the Extension Installation Procedure for further information.
Permissions
To use this extension, all users need some extra permissions:
(ISALCM)“License Control Management”, for all users.
For the user of the extension (setup or read) there are some extra permissions sets:
(ISAAPM-SETUP)for users that need to setup the module. This permission set gives read/write access to the Advanced Price Management Setup page, Discount Types list page and Advanced Price Templates page(ISAAPM-EDIT)for the user that need to manage/update Adavanced Price Lists.(ISAAPM-VIEW)for all other users. This will offer read access to Advanced Price Lists so that users can benefit of the Advanced Price Management Module when creating Sales documents.
Also have in mind if you’re using entity treeview features that user rights shouls also be set accordingly for this apps.
(ISAETV-READ)“Read Entities hierarchies” for the user that just need to visualize existing treeviews.(ISAETV-EDIT)“Edit Entities hierarchies” for the user that need to setup and manage treeviews.
Enabling new sales pricing experience
As from Business Central v18 (2020 release 2) microsoft introduced a new sales pricing experience feature (new price calculation engine). This feature needs to be enabled prior working with Advanced Pricing Management. More information on how to enable this feature can be found here and here
Assisted Setup
To simplify the initial configuration, use the Assisted Setup Wizard.
To open the Assisted Setup, go to Assisted Setup page and select Set up Advanced Price Management:
On the first step, it’s possible enable the following options:
- Create Default No Series: This would create default number series for the module setup.
- Create Default Discount Type Codes: This would create default discount type codes.
On the next page, review and confirm the following settings:
| Field | Description |
|---|---|
| Template Price List Nos: | No. Series for templates. |
| Price List Nos: | No. Series for Advanced Price Lists. |
| Price Analysis Nos: | No. Series for Price Analysis. |
| Manual Price Code: | Defines the Discount Type Code to be used in case user enforces sales price manually. |
| Manual Discount Code: | Defines the Discount Type Code to be used in case user enforces discount manually. |
| Manual Discount Print Level: | Defines the print level in case a manual discount is enforced. |
| Item Card Price Code: | Defines Discount Type Code to be used when a price is retrieved from the item card. |
Click on Finish to complete module setup.
Advanced Price Management Setup Page
Access
You can access to the Advanced Price Management Setup page using the search bar or using the extended menu of business central. This latest option will also provide you an overview of all apps specific setup page and lists.
Setup
On the Advanced Price Management Setup page you can edit settings and access directly to Discount Types, Templates, Promotions and Advanced Price Lists pages.
| Field | Description |
|---|---|
| Template Price List Nos: | No. Series for templates. |
| Price List Nos: | No. Series for Advanced Price Lists. |
| Price Analysis Nos: | No. Series for Price Analysis. |
| Manual Price Code: | Defines the Discount Type Code to be used in case user enforces sales price manually. |
| Manual Discount Code: | Defines the Discount Type Code to be used in case user enforces discount manually. |
| Manual Discount Stat Level: | Defines the stat level in case a manual discount is enforced. |
| Manual Discount Print Level: | Defines the print level in case a manual discount is enforced. |
| Add Discount Line: | Defines if manual discount generates a additional line or superseeds existing Sales line Details. |
| Item Card Price Code: | Defines Discount Type Code to be used when a price is retrieved from the item card. |
| * Allow Negative Discount: | Enable to allow negative discounts (Negative discount can increase sales prices). |
Sales & Receivables Setup
Some additional settings are also available on the Sales & Receivables Setup page when the Advanced Price Management apps is activated.
| Field | Description |
|---|---|
| Price Calculation Method: | Can be Lowest Price or Closest Price. |
| Date Price Calculation: | Defines which date is used to filter price lists: Order Date/Posting Date, Shipping Date or Delivery Date. |
| Customer Price Calculation: | Defines the customer type that will be used to filter the correct tariff. If Sell-to Customer is selected, then tariff will be searched based on the Sell-to Customer Code of the sales document. If Bill-to Customer is selected, then tariff will be searched based on the Bill-to Customer Code of the sales document. |
| Sales Line Amount Calculation | Specifies how the Line Amount on Sales Order should be calculated. If “Standard”, it will be considered the Unit Price. If “Net Unit Price”, the rounded net unit price will be taken into consideration. |
| Allow Editing Active Advanced Price | Specifies it the existing active sales price list can be modified or a new price line can be added to the active price list. |
Sales Line Amount Calculation Behavior
On 2nd release of the app, new field is created. This setting allows users to define how the Line Amount on sales documents is calculated.
Standard (Line Amount)
- The system uses the Unit Price to calculate the Line Amount.
- No structural changes to the sales line
Net Unit Price
- A new field Net Unit Price becomes visible on the Sales Line.
- The Line Amount Excl. VAT is calculated as:
- Net Unit Price × Quantity
- Discounts are already included in the Net Unit Price
- Rounding follows General Ledger or Currency settings
Allow Editing Active Advanced Price List
To match the standard feature of allowing edition in Active Price Lists, a new Boolean field called Allow Editing Active Advanced Price List has been introduced to control whether users can modify price lists that are currently active.
Behavior
| Setting | Behavior |
|---|---|
| True | Users can add or modify lines in active price lists. |
| False (default) | Active price lists are locked for editing and no new lines can be added or modified. |
To see this feature with more details, check Advanced Price Lists
Customer card
Additional settings are also available on the customer card when the Advanced Price Management apps is activated.
| Field | Description |
|---|---|
| Price Calculation Method | Can be empty (uses default) or explicitly set to Lowest Price or Closest Price. |
| Date Price Calculation | Defines the date that will be used to filter the appropriate price list. Can be Empty (uses the Default value defined on the Sales & Receivables Setup page) or Order date/ Posted date, Shipping Date or Delivery Date. |
| Customer Price Calculation | Defines the customer type that will be used to filter the correct tariff. If Empty is selected, then the Default value define on the Sales & Receivables Setup is used. If Sell-to Customer is selected, then tariff will be searched based on the Sell-to Customer Code of the sales document. If Bill-to Customer is selected, then tariff will be searched based on the Bill-to Customer Code of the sales document. |