Price Plus Criteria Feature
June 13, 2021
By: Chris Robbins
One of the primary reasons for Strabo building out Price Plus comes from a need for greater flexibility withing Dynamics 365 F&O trade agreements. Whenever we would gather requirements around a customer’s pricing, there were usually gaps in what D365 F&O trade agreements could provide. In this blog series, we will take a closer look at some of the biggest features to come out of these repeated customer frustrations. In today’s post, we will take a closer look at price and charge criteria.
Many customers find themselves wanting to price their orders using more than just the standard fields trade agreements allow. One of the first features built in Price Plus was the ability for a user to have greater flexibility in what fields inside D365 drive their pricing. Within Price Plus users have the ability to setup 10 additional criteria fields to assign pricing. Because customer’s criteria may vary depending on if it is for sales orders, purchase orders, or discounts, criteria can be selected for each different type:
By creating criteria for each order and price type, customers now have the flexibility to make their pricing extremely dynamic. With over 10 backing tables to select from when defining criteria, customers are able to find the configurations they need. Price Plus includes major tables containing customer information, sales order and line information, warehouse information, and many more.
Customers running Price Plus are using criteria for fields like product filter codes, sales origin, and customer invoice accounts. If there are custom tables needed when implementing Price Plus, extensions points have been built to help make adding custom tables easy and efficient. Custom fields on existing tables will automatically show up in criteria selection.
The criteria framework exists for all the auto charges functionality within Price Plus as well. Just like with pricing, auto charges allows for 10 criteria fields on each sales headers, sales lines, purchase headers, and purchase lines.
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