Are you looking for a reliable way to automate and streamline your pricing strategies in Microsoft Dynamics 365 Business Central? Discover how the new Sales Price List feature makes pricing easier and more reliable:
- No need to click through as many screens, so setting up prices is faster and less prone to mistakes.
- Managing large sets of pricing rules is simpler, even if you serve many different customers.
- Discounts and price management are now combined in one place, giving you more control and accuracy.
Overall, this update helps businesses save time, reduce errors, and stay on top of their pricing strategies.
How to use Sales Price Lists
First, enable the feature
Create a Sales Price List
Search for Sales Price List in the search bar
Click on +New to populate the required fields.
General Tab Descriptions
Below are the General Tab fields available and what function they serve.
Code
Unique identifier of your Sales Price
Description
Enter Sales Price description. This filed can take up to 250 characters.
Assign-to Type
Select Assign-to Type:
-
- All Customers
- Customer
- Customer Price Group
- Customer Disc. Group
- Campaign
- Contact
Assign-to No.
The options available in the Assign-to field depend on the Assign-to Type you select. If you choose All Customers this field will not be editable. If you select Customer you’ll need to specify a particular customer to apply the Sales Price to. The same logic applies for other Assign-to Types.
Status
Select Status:
- Draft (can be edited)
- Active (can be edited (when Allow Editing Active Price is enabled) and used for price calculations)
- Inactive (can’t be edited or used)
Currency Code
Specify Currency code of the Sales Price.
Starting Date
Specify the start date of when the price is valid.
Ending Date
Specify the last date that the price is valid.
GST
VAT Bus. Posting Gr. (Price)
Specify the default GST / VAT Bus. Posting Group
Price Includes GST
Specify if the prices include GST
- Yes/No
Line Defaults
Allow Updating Defaults
Specify whether users can edit the default values in the price list line fields that come from the header. This setting does not affect whether line or invoice discounts can be applied.
Allow Invoice Disc.
Specify if Invoice Discount is allowed.
- Yes/No
Allow Line Disc.
Specify if Line Discount is allowed.
- Yes/No
View
View Columns for
Specify the amount type filter to decide which columns appear in the price list lines.
- Price & Discount
- Price
- Discount
Adding Price Lines
Product Type
Specify the type of product.
- Item
- Item Discount Group
- Resource
- Resource Group
- G/L Account
- Service Cost
Product No
Specify the product no. If you don’t select a specific product, the price and discount will apply to all products of the chosen type that don’t already have those values. For example, if you pick Item as the product type but don’t choose an item, the price applies to all items without a set price.
Description
Specify the description of product. This auto populates depending on the Product No. selected.
Variant Code
Specify the item variant.
Work Type Code
Specify the work type code for the Resource.
Unit of Measure Code
Specify the Unit of Measure for the product.
Minimum Quantity
Specify the minimum quantity of the product.
Defines
Specify if the price list line defines prices, discounts, or both.
- Price & Discount
- Price
- Discount
Published Price
Specifies that the unit price of the item is assigned here from the item table.
Cost
Specifies that the cost of the item is assigned here from the item table.
Cost-plus %
Specifies the percentage that is applied to the unit cost to calculate the unit price for the customer.
Discount Amount
Specify the amount to deduct from the unit price to get the customer’s price.
Unit Price
Specifies the unit price of the product.
Allow Line Disc.
Specify whether a line discount should be calculated when the price is applied.
- Yes/No
Line Discount %
Specifies the line discount percentage for the product.
Allow Invoice Disc.
Specify whether to calculate an invoice discount when the price is offered.
- Yes/No
Suggest Lines Option
Another option to setup Sales Price is to use the Suggest Lines and this will auto-populate suggested lines for the Sales Price, no need to manually add per line.
Use in transactions
When creating a Sales Order, Quote or Invoice, the system automatically applies the correct price from the relevant list.
How the Sales Price List Works in Practice
Let’s look at a quick example of how the new Sales Price setup applies in Business Central.
I created a test Sales Price for a specific customer, OKOMOTO, and a specific item, 1012. The Sales Price was set to Active, with a unit price of AUD 250 and a minimum quantity of 1.
When I first entered the Item No., the system showed the Published Price of AUD 300. However, once I entered the quantity, the Sales Price setup kicked in, and the correct AUD 250 price was applied for the customer.
This demonstrates how the Sales Price List ensures accuracy by applying the right price only when the conditions (such as quantity) are met.
