Dynamics AX Discount Setup

Set up a simple discount [AX 2012]

This topic explains how to set up a simple discount for products. A simple discount reduces the price of one or more
products by a set percentage or amount. Simple discounts and price adjustments are similar; however, a discount is
applied after the product’s price is calculated, whereas a price adjustment adjusts the sales price directly. Optionally,
you can post the discounted amount separately from the net price, which enables the reporting of sales revenue
before discounts.
1. Click Retail > Common > Pricing and discounts > Discounts.
2. Click New to create a new discount.
3. Enter a Discount identification (ID) number and a Name for the discount. If number sequences are set up,
Microsoft Dynamics AX enters the ID number automatically.
4. On the General FastTab, in the Status field, select Enabled or Disabled to enable or disable the discount.
Discounts can be edited only if they have a status of Disabled.
5. Depending on your version of Microsoft Dynamics AX, do one of the following:
o In Microsoft Dynamics AX 2012 R3: Click Price groups, and then select one or more price
groups that the discount applies to.
o In earlier versions of AX 2012: On the General FastTab, in the Price group field, select the price
group that the discount applies to.
6. In the Discount code field, enter a discount code that is used to apply the discount to purchases. Leave this
field blank if you do not want to use a code to apply this discount.
7. Select the Discount code required check box to indicate that the discount code must be entered to apply
the discount.
8. On the Details FastTab, in the Description field, type a description. In the Disclaimer field, type any
disclaimer that is required.
9. On the Price/discount FastTab, in the Discount percentage field, enter a default percentage price
reduction that will apply to all the products that you add to the discount.
You can change the percentage or change the percentage to an amount, for each line, when you add the
products on the Lines FastTab later in this procedure.
10. On the Validation period FastTab, select Standard to specify a start date and end date, or
select Advanced to select a predefined discount period.
11. On the Lines FastTab, click Add to add a single product to the discount. To add multiple products,
click Add products.
12. On each line, in the Discount method field, select one of the following methods. Specify a value in the
corresponding column.
o Discount percentage – A percentage is deducted from the price.
o Cash discount amount – An amount is deducted from the price.
o Discount price – A new price is used for the product.
o Discount price including tax – A new price that includes sales tax is used.
13. Optional: On the Lines FastTab, click Image to add an image to the discount line.
14. Depending on your version of Microsoft Dynamics AX, do one of the following:
 o In Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3: On
the Lines FastTab, click Add all variants to automatically add a line for each variant that is
available for the selected product.
15. On the Line details FastTab, in the Description field, type a description of the discount that applies to the
line that is selected on the LinesFastTab.
Set up a quantity discount [AX 2012]
This topic explains how to set up a quantity discount. A quantity discount is a discount that is given to customers
when they purchase a particular quantity of a product. For example, you could set up a 20 percent discount for the
purchase of two or more tennis rackets of a particular brand.
1. Click Retail > Common > Pricing and discounts > Quantity discounts.
2. Click New to create a new quantity discount.
3. Enter a Discount ID number and a Name for the discount. If number sequences are set up, Microsoft
Dynamics AX enters the ID number automatically.
4. On the General FastTab, in the Status field, select Enabled or Disabled to enable or disable the discount.
You can modify a discount only if it has a status of Disabled.
5. Depending on your version of the program, do one of the following:
o In Microsoft Dynamics AX 2012 R3, click Price groups, and then select one or more price groups
that the discount applies to.
o In earlier versions of AX 2012, on the General FastTab, in the Price group field, select the price
group that the discount applies to.
6. In the Discount code field, enter a discount code that is used to apply the discount to purchases. Leave this
field blank if you do not want to use a code to apply this discount.
7. Select the Discount code required check box to indicate that the discount code must be entered to apply
the discount.
8. On the Details FastTab, in the Description field, type a description of the quantity discount. Then, in
the Disclaimer field, type any disclaimer that is required.
9. On the Price/discount FastTab, in the Discount type field, select Discount % to calculate the discount
prices as percentage discounts. Or, to enter specific prices for quantities of the item, select Unit price.
10. On the Validation period FastTab, select Standard to specify a start date and end date for the discount. To
select a predefined discount period, select Advanced.
11. On the Lines FastTab, click Add to add a single product to the discount. To add multiple products,
click Add products.
12. Click Image to add an image to the discount line.
13. Depending on your version of the program, do one of the following:
o In Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3, on the Lines FastTab,
click Add all variants to automatically add a line for each variant that is available for the selected
product.
14. Click Configuration, and then, in the Minimum quantity field, type the minimum quantity that the
customer must buy to qualify for the discount.
15. In the Unit price or Disc. % field, enter the amount or percentage of the discount per unit.
The value that you enter in this field is dependent on the value that you select in the Discount type field on
the Price/discount FastTab.
16. If you want the discount that is given to increase as the quantities that are purchased increase, click New to
create another minimum quantity. Then, enter the amount or percentage of the discount for that quantity.
17. On the Line details FastTab, in the Description field, type a description of the line that is selected on
the Lines FastTab.
Set up a mix-and-match discount [AX 2012]
This topic describes how to set up mix-and-match discounts. A mix-and-match discount gives customers a discount
when they purchase a specific combination of products. For example, a customer purchases two boxes of tea and
receives 50 percent off the price of a tea cup. Products and variants can be included in mix-and-match discounts.
1. Click Retail > Common > Pricing and discounts > Mix and match discounts.
2. Press CTRL+N or click New to create a new mix-and-match discount.
3. Enter a Discount ID number and a Name for the discount. If number sequences are set up, Microsoft
Dynamics AX enters the ID number automatically.
4. On the General FastTab, in the Status field, select Enabled or Disabled to enable or disable the discount.
5. Depending on your version of Microsoft Dynamics AX, do one of the following:
o In Microsoft Dynamics AX 2012 R3, click Price groups, and then select one or more price groups
that the discount applies to.
6. In the Discount code field, enter a discount code that is used to apply the discount to purchases. Leave this
field blank if you do not want to use a code to apply this discount.
7. Select the Discount code required check box to indicate that the discount code must be entered to apply
the discount.
8. On the Details FastTab, in the Description field, type a description of the discount. Then, in
the Disclaimer field, type any disclaimer that is required.
9. On the Price/discount FastTab, in the Discount type field, follow one of these steps:
o Select Deal price. Then, in the Deal price value field, type the specific price of the discounted
total. The Deal price value field is used for both tax-inclusive and tax-exclusive configurations.
Depending on store settings, the price either includes or excludes tax.
o Select Discount %. Then, in the Discount % value field, type the percentage of the discount. For
example, the usual price of product A is 40.00, and the usual price of product B is 60.00. A mix-
and-match discount of 30 percent applies to these products. Therefore, if a customer buys product
A and product B together, the cost is 70.00 instead of 100.00.
o Select Discount amount. Then, in the Discount amount value field, type the specific amount of
the discount.
o Select Least expensive. Then, in the Number of least expensive lines field, type the number of
least-expensive products that you want to apply the discount to, and then enter a value of the
discount in one of the following fields:
 Deal price value
 Discount % value
 Discount amount value
Select Line spec. Then specify the discount or price per product.
10. On the Validation period FastTab, select Standard to specify a start date and end date for the discount.
Alternatively, select Advanced to select a predefined discount period.
11. On the Lines FastTab, click Add to add a single category, product, or variant to the discount. Alternatively,
click Add products to add multiple categories, products, or variants.
12. Click Mix and match line groups, and then select among the predefined line groups. Then, in the Number
of products needed field, type the quantity of the product that the customer must purchase to qualify for
the discount.
13. In the Line color field, select a color.
14. For each line that is added to the mix-and-match discount, select a Line group.
15. Click Image to add an image to the mix-and-match discount line.
16. Depending on your version of the program, do one of the following:
 o In AX 2012 R2 and AX 2012 R3, on the Lines FastTab, click Add all variants to automatically
add a line for each variant that is available for the selected product.
17. On the Line details FastTab, in the Description field, type a description of the line that is selected on
the Lines FastTab.