Quantity and margin template (form) [AX 2012]

Updated: February 5, 2014

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

Click Inventory management > Setup > Commodity pricing > Pricing template. Select the pricing template you want to work with, and then click the Quantity and margin template button at the top of the form.

Use this form to set up quantity and margin criterion to be attached to a commodity pricing template. You can define the criterion, which includes pricing breaks, pricing multipliers, price margin amounts, and price margin percentages for:

  • All formula items by customer, customer group, or all customers

  • An item group by customer, customer group, or all customers

  • A formula item by customer, customer group, or all customers

If the same criterion is associated with more than one relationship, an individual formula item for the same customer code and customer relation takes precedence over the other relationships.

The following tables provide descriptions for the controls in this form.

FastTab

Description

Lines

View and maintain information for a quantity margin template. To add a new template line, press CTRL+N.

Dimension

View the inventory dimension values for the item relationship you select on the Lines FastTab.

Button

Description

Inventory

Open the Inventory dimensions form to select the types of inventory dimensions you want to display in the quantity and margin template.

Field

Description

Item code

Select either Table or Group. Your selection determines the values that you can select in the Item relation field. The All selection is not available for the item code.

Item relation

Select the item relationship based on a selection in the Item code field. If you selected the item code:

  • Table ─ Select the specific item.

  • Group ─ Select the item group.

Account code

Select Table, Group, or All. Your selection determines the values that you can select in the Account relation field.

Account selection

Select the customer account relationship based on a selection in the Account code field. If you selected the account code:

  • Table ─ Select the customer account.

  • Group ─ Select the customer group.

  • All ─ Select all customers.

Order quantity

The quantity in formula units. The value that you enter depends on whether you selected a formula item or formula item group in the Item relation field.

  • For a formula item, enter the quantity for the item in formula units.

  • For a formula item group, select the formula item group for the item used in the formula calculation.

Inventory unit

The inventory unit of measure.

From quantity

The starting quantity in the pricing range. This value is passed to the template from the related trade agreement.

NoteNote

If you add more than one template line for the same item and the inventory dimensions are the same, the From quantity for any subsequent related line must be equal to or greater than the To quantity of the previous related line.

To quantity

The ending quantity in the pricing range. This value is passed to the template from the related trade agreement.

NoteNote

If you add more than one template line for the same item and the inventory dimensions are the same, there can be no gap between the To quantity of one line and the From quantity of the next line.

Cost multiplier

View or enter the number to use as the multiplier with the formula cost to calculate the new margin and price. The cost multiplier must be a real number with at least four decimal places.

Margin amount

View or enter the amount to be added to the new price to calculate the new price for a formula unit. The margin amount must be a real number with at least four decimal places. If you enter a margin amount, the Margin percentage field is not available.

Margin percentage

View or enter the percentage to be added to the new price to calculate the new price for a formula unit. The margin percentage must be a real number. If you enter a margin percentage, the Margin amount field is not available.

Configuration

The item configuration for an item with specific attributes.

Size

The size of the formula item.

Color

The color of the formula item.

Site

The site for the warehouse where the formula item is maintained. A site can be associated to more than one warehouse.

Warehouse

The warehouse in which the item is located.

Batch number

The identification for the batch to which the item is assigned.

Location

The location in the warehouse where the formula item is stored.

Pallet ID

The identification for the pallet to which the formula item is assigned.

Serial number

The serial number dimension assigned to the item.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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