Pricing management: usage of Funds and Max

#pricing

Dynamics 365 Supply Chain Management

The article discusses the use of funds and max setup in Pricing Management to put limits on the usage of discounts.
Funds allow for the allocation of a budget to one or several discounts, ensuring that the discounts are limited to the allocated budget.
To set up funds, go to Pricing Management > Fund control > Funds and create a fund with the fund type set up to Discount.
The fund value type setup to Amount applies to all Pricing Management discounts, while the quantity value is for Free Item only.
By creating a sales order for an eligible discount linked to a fund, the fund budget calculation is triggered.
The Funded sales transactions feature allows you to view the list of transactions linked to any fund under Pricing Management > Fund control > Funded sales transactions.
The max criteria type is another feature discussed in the article, which allows for limiting the usage of discounts based on quantity or amount.
By setting a max amount on a discount, the discount will be applied up to the specified maximum amount, even if the calculated discount is higher.
The use of funds and max criteria type in Pricing Management can be helpful in capping and controlling discounts.

Registered users can view the full text for FREE!