Discounts

NOTE

Important: If you are considering migrating your ERP to Unified pricing management, please contact your Sana representative before making any changes. We want to ensure a smooth transition by working with you on an individualized plan tailored to your business needs.

A simple discount reduces the price of one or more products by percentage or amount.

Examples

  • Purchase a KitchenAid stand mixer with any included attachments or accessories and get $50 off the total price.

  • Purchase any running shoes from the Nike Air Zoom or Nike React series and receive a 10% discount.

If a discount is valid for a product, a discount name will be shown in the webshop on the product details page. The discount offer description is shown on the product details page using the Discount offer text content element.

For more information about simple discounts, refer to the official Microsoft documentation:

Discount Types
Pricing Rules for Discounts and Margin Price Adjustments

Configure Discounts

To set up discounts, in Microsoft Dynamics 365 for Finance and Operations click: Pricing management > During-sales pricing > Discounts > Discounts.

This article outlines the key settings required to configure discounts. For more detailed information on how to set up discounts, please refer to the official Microsoft documentation.

The table below provides description of the fields on the General, Price/discount, Validation period FastTabs and in the general area.

Field Description
Discount Provide a unique identifier for the discount. If number sequences are set up, Microsoft Dynamics 365 for Finance and Operations automatically generates the ID numbers.
Name Provide a descriptive name for the discount.
General FastTab
Status Use this field to either enable or disable the discount. Only enabled discount is available for calculations. New discount is initially disabled and can only be enabled once all required fields are filled out.
Currency Select a currency for which the discount should be valid.
Discount concurrency mode Choose one of the following options to determine how the system should handle cases where multiple discount rules apply to the same price component code in a price structure. The following options are available:
  • Exclusive: The discount is exclusive and cannot be used in conjunction with another discount. If multiple exclusive discounts apply, the price engine will apply only the one that offers the largest discount.
  • Best price: The discount will compete to offer the largest discount or the lowest price.
  • Compounded: The discount will be applied in combination with other discounts following the pricing sequence defined in the price structure. The Pricing management parameters window determines whether the compounded discount is calculated from the original price or the compounded amount.

For more information, refer to the official Microsoft documentation: Resolve Concurrency Within Price Component Codes.

  • Always apply: The discount will be applied in all cases. Always-apply discounts are applied last, meaning they are universal discounts that apply to all sales orders.
  • Price attribute combination rank: The discounts do not compete based on price. Instead, they compete based on the highest price attribute combination rank. If multiple discounts share the highest rank, all of them will be applied to the sales order.
Discount account Select the necessary discount account. You can post discount amounts for a transaction to a separate general ledger (GL) account.

This field overrides the similar field that's available for price structures (price trees).

For more information, refer to the official Microsoft documentation: Price Component Posting.
Coupon code required Enable this option if you need to use coupons.

The discount must be linked to the coupon. In this way the discount will be applied to an order when a customer enters the coupon code in the shopping cart in the Sana webshop.

The discount will be triggered only if the coupon code is entered. If you need to apply discounts to the shopping cart without coupons, then disable the Coupon code required option.

If the Coupon code required option is enabled, the Status field, Effective date and Expiration date fields will not be available.

To create coupons, in Microsoft Dynamics 365 for Finance and Operations click: Pricing management > During-sales pricing > Coupons.
Price component code Select the price component code that the discount applies to.
Claimable If this setting is enabled, the discount will be made claimable. This means the discount is vendor-sponsored and can be charged back to the vendor.
Discount claim group If the Claimable setting is enabled, select the appropriate claim group.
Claim offset posting If the Claimable setting is enabled, choose the offset account where the claim should be posted.
Max criteria type If a maximum discount per order is applicable, choose the type of limit you want to apply. The following options are available:
  • Amount
  • Quantity
Max If a maximum discount per order is applicable, enter the value for the limit.
Max quantity unit If the Max criteria type field is set to Quantity, select the unit of measure that corresponds to the value entered in the Max field.
Price/discount FastTab
Percentage off Enter the default discount percentage that will apply to all products that you add to the discount. The discount percentage can be changed per each line on the Lines FastTab, also you can change the percentage off to an amount off.
Quantity limit Enter the maximum order quantity that the discount applies to. This limit affects all lines on the Lines FastTab. Although the value is displayed for each line, it can only be edited on the Price/discount FastTab. Any changes made will update the value across all existing lines. It is not possible to edit the value individually for each line.
Validation period FastTab
Use the fields on the Validation period FastTab to define the period during which the discount is valid. You can configure the validation period using either standard or advanced rules.

After configuring the general settings, proceed with setting up the lines.

Header Price Attribute Group Settings

All lines within a pricing rule apply to the same set of customers, which you can configure in the header price attribute group settings. These settings can be accessed by selecting Header price attribute group on the Action Pane. The Edit price attributes dialog box appears, allowing you to configure the logic for identifying the customers to whom the current pricing rule will apply. The limits set here will apply to all lines and products covered by the rule.

Configure the Header price attribute group settings:

Step 1: In the Group type field, choose the customer selection type you want to set up. The available options depend on the price attribute combinations associated with the selected price component code:

  • Group: By selecting this option, the dialog box will present a set of header attributes that you can assign values to, enabling you to narrow down the group of customers the pricing rule applies to.

  • All: The pricing rule will be applied to all customers.

Step 2: If you selected the value Group in the Group type field, in the Price attribute group field choose a price attribute group. The available options depend on the attribute groups enabled for the selected price component code. The value you select will determine the set of attributes you can work with in the dialog box.

Step 3: If you selected a price attribute group, its attributes will appear on the Header price attribute group FastTab. For each row, enter or select one or more values in the Condition column to specify the rules for customer selection.

Step 4: Select Preview matching results to see a preview of the settings you have configured. A dialog box will display a list of customers that meet the conditions you have configured.

Line Price Attribute Group Settings

Use the Lines FastTab to specify pricing rule that will apply to each product.

Click New on the Lines FastTab to add a line. The Edit price attributes dialog box appears, allowing you to configure the logic for determining which products the current line will apply to.

Configure the Line price attribute group settings:

Step 1: On the Header price attribute group FastTab, review the logic used to select the customers to whom the current pricing rule applies. The values set here will apply to all lines within the current pricing rule.

Step 2: In the Price attribute group combination field on the Line price attribute group FastTab, select the combination of price attributes that will define the products for the current line. The available combinations are determined by the price component code selected for the current pricing rule. Select the price attribute group combination where the right side of the name corresponds to how you want to define the collection of products the line will apply to. The left side of the price attribute group combination name is related to the header price attributes, and they are common to all lines for the pricing rule.

Step 3: On the Line price attribute group FastTab, enter or select one or more values in the Condition column to define the rules for selecting products. The displayed set of attributes is based on the price attribute group combination you selected. The attributes will not be available on the Line price attribute group FastTab, if the selected price attribute group combination applies to all products.

Step 4: Select Preview matching results to see a preview of the settings you have configured. A dialog box will display a list of products that meet the conditions you have configured.

Once you have defined the products and customers the line will apply to, configure the settings required to create the line.

Create the Lines

The table below provides description of the fields on the Lines FastTab.

Field Description
Dimensions You can select one or more dimensions of a product as discount lines. 

Click Display dimensions on the toolbar on the Lines FastTab to add the necessary dimensions to the table. Fill in the dimensions fields to restrict the line so that it applies only to products that correspond to the specified dimension values.

For example, you can specify a discount on products with a specific style or you can specify a discount on products that are of a specific color and style.
Site The site and warehouse where the product is stored.
Warehouse
Unit Select the unit of measure of a product for which the discount will be valid.
Line type Using this field, you can either include or exclude a line from the discount. The following options are available:
  • Include
  • Exclude
Calculation type Specify how the discount should be calculated for the current line. The following options are available:
  • Percentage off: Calculate the discount value as a percentage of the price.
  • Amount off: Calculate the discount using a fixed value that is subtracted from the price.
  • Unit price: If this calculation type is used, you need to set a new unit price of the product.
Percentage off If you selected the Percentage off option in the Calculation type field, enter the percentage.
Amount off If you selected the Amount off option in the Calculation type field, enter the amount.
Unit price If you selected the Unit price option in the Calculation type field, enter the fixed unit price.

When a customer adds the product to the shopping cart, the price is automatically updated to reflect any price adjustments or discounts. If the discount has been applied, it is also shown in the shopping cart.