D365: How to configure customer price discount group and assign to customer

Customer price discount groups can be used to group customers that receive the same price or discount.

Later on, customer price groups can be used on sales trade agreements to apply pricing or discounts to a customer trade agreement.

Navigate to the Sales and Marketing > Price and discounts > Customer price/discount groups.

Select one of the value from Show drop-down, depending on what you want to create. By default the price group is selected.

Possible values are:

  • Price group
  • Line discount group
  • Multiline disc. group
  • Total discount group

In our example, we will create customer price / discount group based on customer prices and not discounts.

Click New button to create a new group.

Give the price group name, for example ‘05’.

Type in description, for example ‘Special customers’.

Customer price discount groups

In order to include the customer in the customers price/discount group, follow steps below:

Navigate to the Sales and Marketing > Customers > All customers

Open the customer record

Navigate to the Sales order defaults Fast Tab

Select the following values:

In the Price field, select customer price / discount group with the ‘Price group’ price / discount group type.

In the Line discount field, select customer price / discount group with the ‘Line discount group’ price / discount group type.

In the Multiline discount field, select customer price / discount group with the ‘Multiline disc. group’ price / discount group type.

In the Total discount field, select customer price / discount group with the ‘Total discount group’ price / discount group type.

Assign Customer to price discount group

 

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