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Custom purchase price for a customer

  • 1.  Custom purchase price for a customer

    GOLD CONTRIBUTOR
    Posted May 08, 2019 10:10 AM
    We have a customer that has negotiated a special price for themselves with one of our dropship vendors.  I've had no problem setting up the "alternate" sale price for this customer, it defaults in perfectly for the sales order.  But the discounted sales price also results in a discounted purchase price for us for this one customer.  It doesn't appear that I can build an alternative purchase price on the vendor or item by customer.  Has anyone else had to do this and how did or would you handle it?

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    Liz McQuiston
    Corporate Controller
    Superior Walls of America
    New Holland PA
    Running NAV 2016
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  • 2.  RE: Custom purchase price for a customer

    GOLD CONTRIBUTOR
    Posted May 09, 2019 07:29 AM
    Good question.  Which version are you on?

    Is this situation ALWAYS a drop ship?  If yes, this may open other options if you don't need to aggregate demand for the product for this customer and the others that pay regular price.  If having another item won't cause other issues, then a full break from the normally priced item could be used.  I am interested to see how others have tackled this one.

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    Jason Nicolaou
    Engagement Manager
    Sikich, LLP
    Dublin IL
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  • 3.  RE: Custom purchase price for a customer

    GOLD CONTRIBUTOR
    Posted May 09, 2019 08:28 AM
    Darn it I always forget to say what version.  We are on 2016, and yes this item is always a drop ship.  We don't want to add another item and we do want to aggregate the demand.  It's really an unusual situation which I wouldn't normally worry about a one off like this, but it became an issue as our regular processor went on vacation and no one else knew the details of the "special deal".  Thats not a good thing in my book and I'd like to make it default on the purchasing side - as I said the sales side was easy.

    Liz

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    Liz McQuiston
    Corporate Controller
    Superior Walls of America
    New Holland PA
    Running NAV 2016
    ------------------------------



  • 4.  RE: Custom purchase price for a customer

    GOLD CONTRIBUTOR
    Posted May 09, 2019 09:53 AM
    What about the use of Variant Codes?  You could setup one just for the customer/item. All other customers would use blank Variant Code for that item. Just need a way to flag the user to enter that variant code for that customer, then the sale price and the purchase price can have the variant code for the special price/cost.

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    Jonathan Delfraisse
    Computer Specialist
    MANCON
    Virginia Beach VA
    NAV 2015
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  • 5.  RE: Custom purchase price for a customer

    SILVER CONTRIBUTOR
    Posted May 09, 2019 09:47 AM
    I'm not sure this can be handled out of the box.

    If this opportunity wound up on my desk I would handle it in the following way.

    1. Add an entry to the "Order Address" table that represents this customer's address
    2. (Modification) ​Add "Order Address Code" to the Purchase Price table and primary key of said table.
    3. (Modification) Add the "Order Address Code" to the Purchase Price Page to allow users to setup data
    4. (Modification) Alter codeunit Purch. Price Calc. Mgt. to check for prices first using Order Address Code
    5. Train users when keying these special PO's to use the new Order Address

    Newer versions of NAV allow you to handle this modification with extensions and/or eventing.

    There may be an issue with costing, but I would defer to them if they see an issue with this.


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    Joseph Flynn
    Sr. Dynamics NAV Developer
    Gold Star Foods INC
    Ontario CA
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  • 6.  RE: Custom purchase price for a customer

    SILVER CONTRIBUTOR
    Posted May 09, 2019 10:23 AM
    Hello!

    Have you tried the purchase price table for the item? You could do a variant code for the item and put in a special cost assigned to that vendor and variant code.

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    Taylor Boardman
    Materials Coordinator
    Motan Inc
    Plainwell MI
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  • 7.  RE: Custom purchase price for a customer

    GOLD CONTRIBUTOR
    Posted May 09, 2019 11:12 AM
    @Jonathan Delfraisse and @Taylor Boardman great idea for the Variant code - I think that is going to work!!  Thank you.

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    Liz McQuiston
    Corporate Controller
    Superior Walls of America
    New Holland PA
    Running NAV 2016
    ------------------------------



  • 8.  RE: Custom purchase price for a customer

    SILVER CONTRIBUTOR
    Posted May 09, 2019 12:03 PM
    ​Great solution. I jump the gun many times due to my role in NAV. If you go the variant route, each line on the PO will need the variant, along with each line in the Sales Order as well. That way you'll show the inventory wash by variant.

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    Joseph Flynn
    Sr. Dynamics NAV Developer
    Gold Star Foods INC
    Ontario CA
    ------------------------------



  • 9.  RE: Custom purchase price for a customer

    GOLD CONTRIBUTOR
    Posted May 10, 2019 09:48 AM
    @Joseph Flynn I am still curious about the costing.  If the demand is aggregating at the item level then why wouldn't the costing do the same thing?  If this is the case then average costing could not be used.  I was thinking variants when I first read the inquiry, but I wasn't sure how all of the accounting would be impacted.  I have not done a large amount of work with variants.  Also, since the item card displays the average cost even if you are using FIFO or LIFO, users need to be trained to NOT use that as a basis for an ad hoc pricing quote.  Everyone, thanks for sharing, this is a good thread. ​

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    Jason Nicolaou
    Engagement Manager
    Sikich, LLP
    Dublin IL
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  • 10.  RE: Custom purchase price for a customer

    SILVER CONTRIBUTOR
    Posted May 10, 2019 11:18 AM
    ​"All solutions breed new problems". Not sure of the original quote because I'm sure it was some caveperson in prehistoric days.

    As with any change / deviation from normal practice, the solution would have to be thoroughly tested to make sure nothing else is being impacted. Each modification tends to be it's own relationship of the mod, nav setup, nav version, and any other modifications that may have previously been done.

    Cost will be affected if you record purchases at different costs for the same item. The impact will depend on your setup and volume of transactions.

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    Joseph Flynn
    Sr. Dynamics NAV Developer
    Gold Star Foods INC
    Ontario CA
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  • 11.  RE: Custom purchase price for a customer

    SILVER CONTRIBUTOR
    Posted May 13, 2019 01:40 PM
    If you do go the variant route, I would also suggest keying your direct ship PO/SO into a separate location code. That way you could segregate your costs as well. Also in inventory setup, change your average cost calc. type to "Item & Location & Variant".

    Inventory Setup

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    Joseph Flynn
    Sr. Dynamics NAV Developer
    Gold Star Foods INC
    Ontario CA
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