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Control Price Adjustments On Sales Orders

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

You probably spend a lot of time trying to set up your pricing within Dynamics AX so that it is just right, and then the salespeople come along and just change it willey nilley as they are taking the sales orders. If a price change feels like a needle piercing your heart then don’t worry, you can turn off the ability for the users to be able to update the price that you have set up, or at the very least, turn on reason codes so that when a price is changed, the user has to say why they made the change.

At least now when the users break your heart and ignore the suggested pricing, you will know why and receive a little closure.

How To Do It…

Open up your Released Product that you want to control the price updates on and within the Price Adjust field group of the Sell fast tab, notice that there is a new field called Allow Price Adjust.

To lock the price then uncheck this box.

When you place an order for that product, there will be no way that the user is able to change the default price.

If you want to allow the users to change the price, then check the Allow Price Adjust flag.

Now when you change the price on the order a Change Reason dialog box will be displayed.

You will be required to select a reason from the reason codes that have been assigned to price changes.

After selecting the reason code, just click the OK button.

Now the price has been updated, and also an icon will show up on the order line that indicates that the price has been adjusted.

Also, the line details will be highlighted to give a visual cue that the price has been adjusted.

Tip: If you want to change the default color for the price change highlighter, then click on the Call Center Parameters within the Setup group of the Call Center area page.

Within the Display page of the Properties you will find a color field called Price Override Line that you can change to any other color you like for the line highlighting.

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