Use the Commerce pricing engine to create a sales quote in Dynamics 365 Sales
Most business-to-consumer (B2C) pricing scenarios are supported by the Commerce pricing engine, including store-level pricing, affiliation and loyalty-based pricing, mix-and-match discounts, quantity discounts, and threshold discounts. The pricing engine uses complex rules to determine the best price for a given quotation or order. When you use dual-write, you have three pricing options to choose from:
- The static pricing from the Dynamics 365 Sales price list
- The Dynamics 365 Supply Chain Management pricing engine
- The Dynamics 365 Commerce pricing engine.
The Commerce pricing engine is the best fit for B2C scenarios among these options.
Prerequisites
Before you can use the Commerce pricing engine in Sales, you must follow the steps in Prospect-to-cash in dual-write.
You must also turn off trade agreement evaluation for manual entry by following these steps:
In your Commerce environment, go to Accounts receivable > Setup > Accounts receivable parameters.
On the Prices tab, on the Trade agreement evaluation FastTab, clear the Manual entry check box.
Use the Commerce pricing engine in Sales
Note
Currently, the Commerce pricing engine can be used only for quotation creation in the Sales. Sales order integration with the Commerce pricing engine isn't yet available.
The dual-write framework copies the quotation details from Sales to Commerce when users initiate a quotation in Sales. Any changes made to existing quotation lines in Sales, as well as any newly added quotation lines, are copied to Commerce. When users want to price the quotation using the Commerce pricing engine, they can select Price quote to update the quotation's prices using the Commerce pricing engine. Both Sales and Commerce prices are then automatically updated.