Trade agreement ‘Find next’ on Call center Sales orders

On Sales Price (and Discount) Trade Agreements, AX will look for applicable trade agreement lines in a specific sequence (as described here. Basically, it looks for a “Customer = Table and Item = Table” record first, and “Customer = All, Item = All” last). If ‘Find next’ is ticked on the trade agreement line, AX will keep looking for a trade agreement line with a better price (or discount) for the customer. If ‘Find next’ is not ticked, when AX finds a trade agreement line it stops looking.

If you’ve a price defined for an individual customer and a price for All customers, it is possible to un-tick ‘Find next’ to ensure AX will always use the individual customer price in preference to the All customer price, even if the individual customer price is higher. In this screenshot, trade agreement lines are created for an Item. ‘All’ customers get a nice low price of 10.00 USD. Customer ACBE alone gets a price of 15.00 USD. Notice that ‘Find next’ is not ticked on the trade agreement line.

Trade agreements for 'All' customers and for customer ACBE

Trade agreements for ‘All’ customers and for customer ACBE

Here is a standard Sales order for Customer ACBE for the Item. The price defaults to 15.00:

The price the customer gets on a standard sales order is 15.00

The price the customer gets on a standard sales order is 15.00

I thought I was on pretty strong ground when it came to this behaviour….. and then I enabled Call center functionality and brought Retail Pricing into play. Although AX still refers to the trade agreement sales prices, it seems the behaviour when ‘Find next’ is un-ticked (that I described above) is being ignored: Retail sales orders always find the ‘best’ price that the customer could get – as though ‘Find next’ was ticked on all trade agreement lines. Here, on this Retail sales order, the price defaults to 10.00, even though no changes have been made to the setup of the Trade agreements:

The price the customer gets on a retail sales order is 10.00

The price the customer gets on a retail sales order is 10.00

ACBE is getting the ‘All’ customer price, even though he has his own price which should always apply.

I wanted to investigate using Retail pricing on sales orders, but also had the requirement to honour the ‘Find next’ setting. More in hope than in expectation, I logged the behaviour I’d seen with Microsoft support. I fully expected to be told that this is how the retail pricing engine worked, so when I got back the news that this bug had been fixed I was stunned!

After installing the hotfix, Customer ACBE gets the price 15.00 on the Retail sales order:

The price the customer gets on a retail sales order after the hot fix is installed is 15.00

The price the customer gets on a retail sales order after the hot fix is installed is 15.00

The relevant hotfix (KB 3064046) is a kernel update only. This must mean the retail pricing engine sits outside the AX application. It also means that you’ll have to take this modified behaviour (should you decide to update your kernel), whether you want it or not! After installing KB 3064046, the Kernel version of the becomes 6.3.1000.2594. Therefore, assume that any kernel version equal to or higher than this exhibits the modified behaviour I describe. The hotfix is available now on LCS.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s