Sales Price Hierarchy AE055

Description #

The system fundamentally allows for the calculation of sales prices within defined price lists. In case multiple valid price list lines are found, the system selects the one whose price, in combination with the discount, is the lowest. This extension changes the standard behavior so the sales prices are calculated from price lists based on a defined hierarchy of source types and product types. This method of calculation is suitable in cases where we want the system to prefer a defined price/discount even if a better valid price exists.

Setup #

To activate the functionality, it is necessary to set the Price Calculation Method field to Hierarchical in Sales & Receivables Setup. The extension supports only the price calculation implementation Business Central (Version 16.0). The feature New sales pricing experience must be enabled on the Feature Management page.

Sales price prioritization is set on the Sales Price Hierarchy Setup page. The hierarchy is set separately for each combination of sales line type and amount type. Line Type represents the type of product selected on the sales line (e.g., Item). Amount Type is equivalent to field Defines on price list line.

Priority is set using the Increase Priority and Decrease Priority buttons. The lowest priority number means the highest priority. Records can have the same priority. The lowest priority is the number of lines. Priority cannot be decreased, if no line of the same priority exists. Individual records can also be removed and added. If a record is removed, it means that it will not be included in the price/discount calculation at all, even though a valid price list line may exist for that type.

To reset to default settings, you can use the Set Default Hierarchy action.

The system calculates the final line price in two steps:

1. Calculation of the discount from price list lines defining the discount or price and discount. The system goes through valid price list lines for individual source types (Customer, All customers...) and product types (Item, Item Discount Group) in order from highest to lowest priority. If a valid price list line is found, the system uses the given discount and does not continue to go through the price list lines. However, if some types have the same priority and a valid price list line is found for both types, the one with the higher discount is used.
2. Calculation of the price from price list lines defining the price or price and discount. The system goes through valid price list lines for individual source types (Customer, All customers...) and product types in order from highest to lowest priority. If a valid price list line is found, the system uses the given price and possibly applies the found discount, if the found line allows a line discount. The system does not continue to go through the price list lines. However, if some types have the same priority and a valid price list line is found for both types, the one with the lower price after applying the found discount is used.