Ah, Black Friday. The day when shoppers go wild, discounts fly off the shelves, and we all silently thank the genius who invented automation.
As your friendly neighborhood DynamicsDad (tm), I’m here to make sure your Black Friday pricing in D365 F&O goes off without a hitch... and without you having to work at midnight (you’re welcome). Let’s get those deals rolling with trade agreements, auto charges, and some slick process automation.
Step 1: Set Up Black Friday Pricing with Trade Agreements
Let’s start with the bread and butter of pricing: Trade Agreements. These bad boys let you define who gets what discount and when, ensuring your Black Friday prices kick in precisely at midnight and disappear before the post-Thanksgiving turkey coma sets in.
Head to Trade AgreementsGo to Sales and Marketing > Pricing and Discounts > Trade Agreements. Create a new journal, and call it something fun like "Black Friday Blitz."
Add Items or GroupsSelect the products or categories you want to discount. You can set either:
A flat price (e.g., $50 for that must-have gadget).
A percentage discount (e.g., 25% off kitchen appliances).
Set the TimerEnter your From date (e.g., 11/29/2024 at 12:00 AM) and To date (11/29/2024 at 11:59 PM). The system will automatically apply the pricing during this window. Magic, right?
Test Your SetupCreate a test sales order to confirm the right price is popping up. Imagine explaining to a customer that their $99 blender rang up as $999. Let’s avoid that.
Dad Joke Alert: Why didn’t the trade agreement like Black Friday? It couldn’t handle the markdowns. (Okay, moving on…)
Step 2: Add Extra Fees with Automatic Charges
Black Friday is all about those little extras—like expedited shipping or gift wrapping. That’s where Automatic Charges come in.
Navigate to Auto ChargesGo to Accounts Receivable > Setup > Auto Charges. Click New to set up your "Black Friday Extras."
Define the ChargeWant to charge $5 for gift wrapping? Done. Offering free shipping over $100? Easy. Set your charge as:
A flat amount (e.g., $10 per order).
A percentage (e.g., 5% of the total).
Set the RulesTarget specific items, customer groups, or all sales orders. Set your From date and To date to match the Black Friday timeframe.
Test, Test, TestAdd a test order and confirm the charge is applied correctly. No one wants to gift-wrap a tractor for free (unless that’s your thing).
Step 3: Automate Pricing Changes with Process Automation
Here’s where the real magic happens. Process Automation lets you schedule pricing updates so you can enjoy leftovers instead of fiddling with pricing tables.
Set Up a Batch JobNavigate to System Administration > Setup > Batch Jobs and create a new one. Name it something inspiring like “Black Friday Price Wizard.”
Schedule Pricing ActivationAdd a task to activate your Trade Agreement at midnight. Then schedule another task to deactivate it at 11:59 PM.
Assign to a Batch GroupKeep pricing jobs separate from other tasks. Think of it like organizing your sock drawer: keep it clean.
Get AlertsEnable notifications in case the batch job hiccups. A quick fix beats finding out at 3 PM that prices haven’t changed.
Test in SandboxAlways test before the big day. If everything runs smoothly, treat yourself to a slice of pie.
Dad Pro Tip: Run a practice run the week before with a pretend “Flash Sale.” It’s like Black Friday, but stress-free!
Bonus: Don’t Forget Analytics
During Black Friday, real-time monitoring is key:
Use Power BI dashboards to track sales performance.
Keep an eye on inventory. You don’t want to promise discounts on items you don’t have (been there, done that).
Why This Works
By combining Trade Agreements, Auto Charges, and Process Automation, you’ve built an automated Black Friday machine:
Customers get discounts right on time.
Your team doesn’t need to work overtime.
You can bask in the glory of a job well done.
Final Dad Joke: What did D365 say to Black Friday? “I’ve got it all under control!”
I wonder if my kids will understand why it's called Black Friday...
DynamicsDad
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