Create a quantity and margin template

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this procedure to set up quantity and margin template criterion, such as price margin amounts and percentages, to be attached to a commodity pricing template.

  1. Click Inventory management > Setup > Commodity pricing > Pricing template.

  2. Select the commodity pricing template to which the new quantity and margin template must be attached.

  3. Click the Quantity and margin template button.

  4. To set up information for an item relationship:

    1. In the Item code field, select Table for an item or Group for an item group.

    2. In the Item relation field, select the specific item or item group.

  5. To set up information for a customer relationship:

    1. In the Account code field, select Table for a customer, Group for a customer group, or All for all customers.

    2. In the Customer relation field, select the specific customer or customer group.

      Note

      If you select All for the account code, this field is not applicable.

  6. In the Order quantity field, enter the item quantity if it differs from the default. The default is the batch quantity on the current active and approved formula.

  7. Enter or change any remaining information that is required to identify the template.

See also

About commodity pricing

Commodity pricing template (form)

Quantity and margin template (form)