Introduction to MS Dynamics 365 Business Central
  Discounts new version in MS 365 BC
Ing.J.Skorkovský,CSc.
MASARYK UNIVERSITY BRNO, Czech Republic
Faculty of economics and business administration
Department of business manmagement
This concept described in this PWP presentation
was not used in the MPH_AOPR 2023-2024 course
 DO NOT STUDY !

Statements
•Discount system configuration may be different according to the Business Central version (ESF
actual version has a number 22) •The discount system also includes the creation of price lists for
various customers or groups of customers and various categories of traded items.

How to determine the Dynamics 365 Business Center version
1.Log into your Business Central software and click the ‘Help’ icon – a small question mark in the
top right-hand corner
2.Select the ‘Help & Support’ option
3.In the window that opens, in the Troubleshooting section it should display your current version
number with the build version, and the product release name in brackets.
•

Older and more recent versions of BC on which the PWP file with serial number VIII-I (old) and
VIII-II (new) is based
Old version
New version

Discounts -reasons for use
(already mentioned in the file BC – 8-1)
•Use of discounts:
–Support of  „Sales“ actions->lower stock value and better liquidity
–Support of marketing ->new clients
–Basic incentives for any client
–To differentiate between clients (based on sales in the last period or other criteria)
–Types :
–Price ->modification of Unit Price
–Line ->change the final price in %
–Invoice Discount -> based on the level of invoiced amount
–

Discount calculations I
(already mentioned in the file BC – 8-1)
•Unit price=100
•We can manually reduce the Unit price to a lower level, for instance, 90, so the new updated Unit
price on the  created document  will be 90     •We can assign to selling (purchasing) line discount
in %, so let's use a 10 % line discount
•The final Unit price will then be 90*0,9= 81
•
•
•

Creation of the new customer I.
 Chosen role = Sales Order Processor -> Customers -> New -> Template_
OK
Other tabs on next slide

Creation of the new customer II.



Invoice discount setup on our new customer
Customer card


New item creation I
OK & see next slide
Use one of these item templates in your instance

New item creation II
See other Item tabs


New item creation III
 Values of some fields are entered manually on the card


Purchasing item by use of Item journal
F9
Item ledger entries
So far we have only used Purchase orders for replenishment. Now we will use this item journal.
Everything is the same except that the vendor is not included in this type of replenishment.

Setup of discounts from Customer card
•Types of settings (combinations of discounts)
For whom
What for?
Unit price
Line discount
Customer
Item
Customer Discount Group
Item
Customer
Item Discount Group
Customer Discount Group
Item Discount Group
 All Customers
Item
All Customers
Item Discount Group
Our 1st model

Customer (chosen Customer number C00200)
In the newer version of BC, we have to access the Sales Price list through the search window


Sales Price List access (new BC)
See next slide


Feature Management
Use new sales pricing experience


Use new sales pricing experience
•If you record special prices and line discounts for sales and purchases, Business Central can
automatically calculate prices on sales and purchase documents, and on job and item journal lines.
The price is the lowest permissible price with the highest permissible line discount on a given
date. Price calculation in Business Central can fit many businesses, but there are also many that
have industry or business-specific pricing needs. This improvement addresses such needs by making
price calculation and its user experience easily extendable. • By default, the status of new price
lists is Draft. When you're done adding lines and want the price calculation engine to include it,
you can change the status to Active. •To review price lists and prices that apply for specific
customers or vendors, on the Customer page, choose Sales Price Lists or, on the Vendor page,
choose Purchase Price Lists. You can view price list lines set in various price lists by
choosing Sales Prices or Purchase Prices from the Item and Resource pages.
•

Sales Price Lists
•The system opens previously created Sales Price Lists for other customers created before and other
types of discounts for selected items. These Lists can have different states such as Active or
Draft or Inactive
 Let's create a new Sales Price List

 Let's create a new Sales Price List (header)



Let's create a new Sales Price List (lines)
In the rows it is necessary to set both the quantity determining
levels for activating the quantity rebates and then the modification
of Sales Price and Line Discounts in %

Sales Price List afer editing



Sales Order lines (SO lines)
1st part of the line
Followed by the second part of the line
Calculation method Line discount amount presented on 3rd Sales Order line :
     8 * 90 =720
720 * 0,95=684, where  0,95 represents 5 % of discount
Unit Discount Amount is calculated : 720-684=36

Customer card one possibility to access discount



Customer card ->2nd possibility to access discount
Here you can set the different unit prices in absolute values as well as the % discount depending
on the quantity of items.

Customer card-3rd possibility to setup discounts



Invoice discount activation



Sales Invoice



G/L Entries from Customer Ledger entries
Customer Card->Ctrl-F7->Entry->Find entries
Discount Granted G/L Account

Value entries after sales
Original Unit price =684 , VAT 10% = 68,4 and
Selling price without VAT = 615,60 = 684-68,4

Next new item type cradle
So after buying with Item journal we will have two cradles with the same Item Discount Group =
Resale. Both cradles have also dimension Furniture with  Dimension Value =Cradle

Setup of discounts from item
•Types of settings (combinations)
For whom
What for?
Unit price
Line discount
Customer
Item
Customer Discount Group
Item
Customer
Item Discount group
not allowed
Customer Discount Group
Item Discount Group
 All Customers
Item
All Customers
Item Discount Group

Setup of discounts from item I



Setup of discounts from item card II



Setup of discounts from item II



Sales Order Line (applied Item Discount Group)
1st part of the line
2nd part of the line
 After you record Special prices and line discounts for sales and purchases, Business Central
calculates
 the best price on sales and purchase documents, and on job and item journal lines.
 The best price is the lowest price with the highest line discount allowed on a given date.
 Business Central calculates best prices when it adds unit prices and the line discount percentages
 on document and journal lines.

Item Price List



Item Price list



Price List
 Our
model




End of the section
(Discounts new version)
This is the end
Beautiful friend
This is the end
My only friend, the end…
So why worry now ……