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BBCG.09.04.D365.2.PDF: Configuring Procurement and Sourcing within Dynamics 365 SCM (Second Edition) - Module 4: Configuring Price Lists and Discounts (Digital)

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The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked the system to make it work perfectly. The Procurement and Sourcing area within Dynamics 365 allows us to manage and track all the purchasing activities within our organization.  It is also where we can handle all our purchasing hierarchies, which will enable us to organize all our purchased products into more manageable groups.  We can initiate purchase orders, manage the changes to the purchase orders, and even raise requisitions to work through approval workflows before we convert them into live purchase orders.  These transactions then feed down into the Accounts Payable module, making the whole procurement cycle seamless.

Setting up the Procurement and Sourcing details is not hard either, and this guide is designed to give us step-by-step instructions to show us how to configure the Purchasing area and how some of the essential parts work to get us up and running.

Up until now, all the prices that have been used as the Purchase Orders have been created have defaulted directly from the Purchase Price on the Released Product record.  But that is not the only way that the prices can be configured. 

We can use the Trade Agreements feature within Dynamics 365 to create price lists, customer price agreements, and discount agreements that will automatically be used within the Purchase Orders.

This module will show you how we can use the Trade Agreements to manage all of our pricing and discounting requirements.

Topics Covered

  • Activating Price Lists & Discounts
  • Creating Vendor Price/Discount Groups
  • Configuring Vendor Purchasing Defaults
  • Configuring Item Discount Groups
  • Configuring The Product Purchasing Defaults
  • Configuring Trade Agreement Journals
  • Creating A Vendor Price List
  • Using A Price List In A Purchase Order
  • Creating Price Lists From Categories
  • Updating Sales Prices Directly From The Vendor Account
  • Creating A Discount Agreement For A Vendor


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Procurement and Sourcing within Dynamics 365 Supply Chain Management

Digital: 337 pages

Publisher: Blind Squirrel Publishing (June 30, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches

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