Price and discount groups – New pricing experience in Business Central

With the introduction of New Pricing Experience in Business Central, requirements for usability improvements are picking up. One of those is the subject of this article.

Entering and viewing of the prices and discounts using new pricing experience is seen as somewhat cumbersome. In a single price list, there are following Assign-to Types available:

  1. All Customers
  2. Customer
  3. Customer Price Group
  4. Customer Discount Group
  5. Campaign
  6. Contact

According to what I have seen so far most often the user expects to enter and view prices and discounts on either customer or contact. However, the prices can be also defined for a price group and discounts can also be defined for discount group. At the moment following are true:

  • If a user opens the sales prices from specific customer only the prices setup for that specific customer will be shown.
  • If a user opens sales discounts from specific customer only the discounts for that specific customer will be shown.
  • If a user opens sales prices from specific contact the prices for that specific contact and the prices for accompanying customer will be shown.

That sounds inconvenient. Therefore, I am providing a code change that allows following:

  • If a user opens the sales prices from specific customer the prices for that customer will be shown but also prices defined for his price group.
  • If a user opens the sales discount from specific customer the discounts for that customer will be shown but also discounts defined for his discount group.
  • If a user opens the sales prices from specific contact the prices for that contact will be shown, prices for accompanying customer but also prices defined for his price group.

The change can be found on GitHub: https://github.com/miljance/CustomerPriceAndDiscountGroup

If you have the requirement, please give it a spin and please let me know if this can be improved.

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