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Prevent unintentional price calculation in the call center for Commerce orders

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Commerce. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Aug 2, 2021 Oct 1, 2021

Business value

When an order is placed in the Dynamics 365 Commerce point of sale (POS) app or through an e-commerce site, the customer commits to an amount that can include a price and a discount. If the customer calls the call center later to modify the order (for example, to add another item to the order), and a promotion on the existing order line is expired, the customer would expect that the discount applied on the existing order line would not be removed. Further, if there was no discount applied during the original order placement, and the customer calls the call center to modify the order after a new promotion started, the customer would expect the discount to be applied. Otherwise, the customer may cancel the order and place a new one. There is, therefore, a need to preserve the prices and discounts committed to the customer, but call center users need the flexibility to recalculate prices and discounts for sales order lines if needed.

Feature details

With this feature, we provide a new property named Price locked that can be applied to all Commerce orders. The property will be checked automatically for all order lines after the order capture is complete. That way, if the order is subsequently edited, all the existing lines will be excluded from the pricing and discount calculation. However, if the call center user wants to include the order lines in the pricing calculation, the user can unselect the property for any order line and then select Recalculate.

See also

Customer orders in point of sale (POS) (docs)