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Use price simulations

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the following procedures to work with price simulations.

Create a header price simulation

  1. Click Sales and marketing > Common > Sales quotations > All quotations. Open the quotation that you want to create a price simulation for.

  2. In the Sales quotation form, on the Action Pane, on the Quotation tab, click Price simulation.

  3. In the Price simulation form, press CTRL+N to create a new line, and then on the Simulated prices tab, enter a new value in the New discount percentage field.

  4. To view the changes, move your pointer to the next field.

Create a single line-item price simulation

  1. Click Sales and marketing > Common > Sales quotations > All quotations. Open the quotation that you want to create a price simulation for.

  2. On the Lines FastTab, select a line item, and then click Sales quotation line > Prices.

  3. In the Price simulation form, press CTRL+N to create a new line, and then on the Simulated prices tab, enter a new value in the New sales price per unit field.

  4. To view the changes, move your pointer to the next field.

View a price simulation

  1. Click Sales and marketing > Common > Sales quotations > All quotations.

  2. Open the quotation that includes the price simulation that you want to view.

  3. Do one of the following:

    • To view price simulations at the header level, on the Action Pane, on the Quotation tab, click Price simulation.

    • To view price simulations for a single line, select the line on the Lines FastTab, and then click Sales quotation line > Prices.

Apply a price simulation

  1. Click Sales and marketing > Common > Sales quotations > All quotations.

  2. Open the quotation that includes the price simulation that you want to apply.

  3. Do one of the following:

    • To apply price simulations at the header level, on the Action Pane, on the Quotation tab, click Price simulation.

    • To apply price simulations to a single line, select the line on the Lines FastTab, and then click Sales quotation line > Prices.

  4. In the Run price simulation form, select the price simulation that you want to apply, and then click Apply price simulation.

Delete a price simulation

  1. Click Sales and marketing > Common > Sales quotations > All quotations.

  2. Open the quotation that includes the price simulation that you want to delete.

  3. Do one of the following:

    • To delete price simulations at the header level, on the Action Pane, on the Quotation tab, click Price simulation.

    • To delete price simulations for a single line, select the line on the Lines FastTab, and then click Sales quotation line > Prices.

  4. Select the price simulation that you want to delete, and then click the delete icon on the toolbar.

See also

Price simulation