Discounts (form)

  • Article

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

Click Retail > Common > Pricing and discounts > Discounts.

Use this form to create or modify price adjustments and simple discounts for retail products.

Task that uses this form

Set up a price adjustment

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

Tabs

Tab

Description

General

Specify general settings for the discount.

Details

Enter a description and a disclaimer.

Price/discount

Specify the amount of the discount.

Validation period

Specify the period in which the discount is valid.

Lines

Add the products that are discounted.

Line details

Enter a description of the selected line.

Buttons

Button

Description

Copy from

Create a new discount that is similar to an existing discount. When you copy an existing discount, the settings and products from the existing discount are also copied to the new discount. You can modify the information for the new discount.

Price groups

Select the price group that the discount applies to.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Add

Add a single category, product, or variant to the discount.

Add products

Add multiple products or variants to the discount.

Remove

Remove the selected product from the discount.

Image

Add an image to the discount or discount line.

Add all variants

Automatically add a line for each variant that is available for the selected product.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Explode product

Display a master product's variants.

Note

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Fields

Field

Description

Discount

Enter the ID number of the discount. The discount ID is automatically set only if number sequences are set up.

Name

Enter the name of the discount.

Status

Select the status of the discount, either Enabled or Disabled. Discounts can only be modified if they are disabled.

Currency

Select a currency for the discount.

Discount concurrency mode

Select how the discount is combined with other discounts that apply to the same product.

Price group

Select the price group for the stores that the discount applies to.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Discount code

Enter a discount code that can be used to apply the discount offer. The discount code can be used for promotions in Sites Services.

In Microsoft Dynamics AX 2012 R2, discount codes can also be used in retail stores and online stores.

Bar code

The barcode that is generated for the discount code. The barcode uses the barcode mask that is selected in the Bar code setup field in the Retail shared parameters form.

The barcode is used by the Point of sale (POS) system.

Discount code required

Select this check box to indicate that the discount code must be entered to apply the discount. The discount code can be used for promotions in Sites Services.

In Microsoft Dynamics AX 2012 R2, discount codes can also be used in retail stores and online stores.

Description

Enter a description of the discount.

Disclaimer

Enter any disclaimer that is required. This disclaimer is used when the discount is published through Sites Services.

Discount percentage

Enter the discount percentage to use as a default value when you create discount lines.

Standard

Select this option to specify an effective date and an expiration date for the discount.

Advanced

Select this option to use a predefined discount period for the discount.

Effective date

Select the date that the discount becomes effective.

Expiration date

Select the date that the discount expires.

Discount period number

Select the discount period in which the discount is valid.

Description

The description of the discount period.

Start date

The start date of the discount period.

End date

The end date of the discount period.

Category

Select the product's category.

Product

Select the item number of the product.

Product variant

Select the ID number of the variant.

Name

The name of the product.

Unit

Select the product's unit of measure.

Discount method

Select the method of discount:

  • Discount percentage – The percentage of the product's price.

  • Cash discount amount – The amount of the discount.

  • Discount price – A specific discounted price for the product.

  • Discount price including tax – A specific discounted price for the product that includes tax.

    Note

    This discount method is applicable only if the Prices include sales tax check box is selected on the General FastTab in the Stores form.

Discount percentage

Enter the percentage of the discount.

This field is enabled when you select Discount percentage in the Discount method field.

Cash discount amount

Enter the amount of the discount.

This field is enabled when you select Cash discount amount in the Discount method field.

Discount price

Enter the discounted price of the product.

This field is enabled when you select Discount price in the Discount method field.

Discount price including tax

Enter the discounted price of the product that includes tax.

This field is enabled when you select Discount price including tax in the Discount method field.

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