Price Adjustments

Price adjustments and simple discounts are similar. However, a discount is applied after the product price is calculated, while a price adjustment adjusts the sales price directly.

Set Up a Price Adjustment

Step 1: Click: Retail and Commerce > Pricing and discounts > Price adjustments.

Step 2: Create a new price adjustment.

Step 3: Enter a Discount ID and a Name. If number sequences are set up, Microsoft Dynamics 365 for Finance and Operations automatically generates the ID numbers.

Step 4: On the Action Pane click Price groups and select one or more price groups that the discount applies to.

General FastTab

Step 1: In the Status field, you can enable or disable the price adjustment.

Step 2: Select a currency for which a discount should be valid.

Step 3:Discount concurrency mode determines which discounts compete on a transaction, and which discounts are compounded together.

Different discounts and price adjustments can be valid for a single product. In this case all possible discount offers will be shown on the product details page. If more than one discount applies to a product, a customer may receive either one discount or a combined discount. Discount concurrency mode allows to specify how the discount is combined with other discounts that apply to the same product. Only the discount or combination of discounts that meet the conditions will be applied to the sales order.

Select one of the following options:  Exclusive, Best price, Compounded.

Discount concurrency mode	Description
Exclusive	In this mode, the discount cannot be used in conjunction with another discount.
Best price	In this mode, the best price will be determined and used as a discount.
Compounded	In this mode, the discount will be applied on top of other discounts.

Step 4: Set up the pricing priority. If the Override priority option is enabled, then you can select a pricing priority to set directly on the discount. When the Override priority option is disabled, the priority is inherited from the priority of the price group associated with the discount.

Price/discount FastTab

In the Discount percentage field, enter the default percentage price reduction that will apply to all products that you add to the price adjustment. The default discount percentage can be changed per each line on the Lines FastTab and you can also change the percentage to an amount.

Validation Period FastTab

You can define the period during which a discount is valid.

Lines FastTab

Step 1: Click Add to add a single category, product or product variant to the discount or click Add products to add multiple products. If a product has variants, you can also click Add all variants to automatically add all product variants that are available for the selected product as separate lines.

Step 2: Select a unit of measure of a product for which a discount will be valid.

Step 3: For each line, in the Discount method field, select one of the available discount methods and specify a discount value in the corresponding field depending on the selected discount method.

Discount method	Description
Discount percentage	A percentage is deducted from the price.
Cash discount amount	An amount is deducted from the price.
Discount price	A new price is used for the product.
Discount price including tax	A new price that includes sales tax is used.

When a customer adds the product to the shopping cart, the price is automatically updated to reflect any price adjustments or discounts. Unlike the Microsoft Dynamics 365 Commerce discounts that are also shown in the shopping cart if valid, the price adjustment adjusts the sales price directly and is not shown separately as a discount in the shopping cart.