Set Item Sales Prices and Discounts in Microsoft Dynamics NAV 2015

The Small Business Role Center in Microsoft Dynamics NAV 2015 enable you to use NAV on a very simplified way. A number of pages in Microsoft Dynamics NAV 2015 have been simplified and selected features are redesigned to align with simpler business processes, but the base is still standard NAV. The simplified features are not available from any of the other role centers.

In this blog we are going to setup Sales and Discount prices on an item for the calculation of prices in sales order(s). This is very useful when different price lists are used for your customer base.

 

1.    Sales Prices and Sales Discount on the item card

Departments/Sales & Marketing/Inventory & Pricing/Items

Select Item 1000, and then, on the Home tab in the Manage Group, choose ‘Edit’.

clip_image002

Figure 1: Item Card Ribbon

In the Item Card Window, on the ‘Sales Prices and Line Discounts’ FastTab, create a new line. Add the following detail and then select the ‘OK’ button

Field

1 Price

2 Price

3 Discount

Line Type

Sales Price

Sales Price

Sales Line Discount

Sales Type

Customer

Customer

All Customers

Sales Code

10000

10000

 

Type

Item

Item

Item Disc. Group

Code

1000

1000

A

Unit of Measure

PCS

PCS

 

Minimum Quantity

 

100

5

Unit Price

35.00

25.00

 

Line Discount %

   

15.00

clip_image004

Figure 2: Item Card

2.    Create a new Sales Order

Departments/Sales & Marketing/Order Processing/Sales Orders

Create the sales order with the details below:

Header:

Field

Sell-to Customer No.

10000

Document Date

10/01/16

Order Date

10/01/16

Lines:

Field

1 Price

2 Price

3 Discount

4 Discount

Type

Item

Item

Item

Item

Code

1000

1000

1000

1000

Location Code

Blue

Blue

Blue

Blue

Quantity

10

     

Unit of Measure

PCS

PCS

PCS

PCS

clip_image006

Figure 3: Sales Order

The calculated price on:

  • Sales Line 1 is £35.00 with 5% discount. These figures are calculated taking into the date, the quantity, the Sales Price and the discount %. The price on the sales order is determined by line 2 and 4 highlighted in yellow.
  • Sales Line 2 is £35.00 with 15% discount. These figures are calculated taking into the date, the quantity, the Sales Price and the discount %. The price on the sales order is determined by line 2 and 3 highlighted in yellow.
  • The calculated price on Sales Line 1 is £25.00 with 15% discount. These figures are calculated taking into the date, the quantity, the Sales Price and the discount %. The price on the sales order is determined by line 1 and 4 highlighted in yellow.

clip_image008

Figure 4: Sales Order and Item Card

3. Sales Prices and Sales Discount on the item card

In the Item Card Window, on the ‘Sales Prices and Line Discounts’ FastTab, create a new line. Add the following detail and then select the ‘OK’ button

Field

1 Price

2 Price

3 Discount

Line Type

Sales Price

Sales Price

Sales Line Discount

Sales Type

Customer

Customer

All Customers

Sales Code

10000

10000

 

Type

Item

Item

Item Disc. Group

Code

1000

1000

A

Unit of Measure

PCS

PACK

 

Unit Price

20.00

6.00

 

Line Discount %

   

20.00

Starting Date

01/01/16

 

01/01/16

Ending Date

29/02/16

 

29/02/16

clip_image010

Figure 5: Item Card

4.     Create a new Sales Order

Departments/Sales & Marketing/Order Processing/Sales Orders

Creat
e the sales order with the details below:

Header:

Field

Sell-to Customer No.

10000

Document Date

15/02/16

Order Date

15/02/16

Lines:

Field

Line 1

Line 2

Line 3

Type

Item

Item

Item

Code

1000

1000

1000

Location Code

Blue

Blue

Blue

Quantity

7

8

1

Unit of Measure

PCS

PCS

PACK

clip_image012

Figure 6: Sales Order


Sales Lines: The calculated price on Sales Line 1 is £20.00 with 15% discount. See Item Card Line 1 in highlighted in blue

The calculated price on Sales Line 2 is £20.00 with 20% discount. See Item Card Line 1 in highlighted in yellow

The calculated price on Sales Line 3 is £6.00. See Item Card Line 1 in highlighted in green

clip_image014

Figure 7: Sales Order and Item Card

Microsoft Dynamics NAV is a business management solution from Microsoft that is quick to deploy, easy to use, and has the power to support your business ambitions. Please do not hesitate to contact Technology Management for more information.

Leave a Reply