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