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’.

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

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

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.

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

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

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

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.