Currently, when you create a new customer in the POS price groups are not defaulted from the default retail customer in the POS until the customers job is ran. I recommend that price groups should be defaulted upon customer creation from the default retail customer. Below is an example that demonstrates why this is needed:
1. A new customer is created in POS. No discount is applied, however there is an active trade agreement for the price group of the default retail customer.
2. If you view the created customer in D365, all price groups are populated with the same values as the default retail customer.
3. Run Customers job from distribution schedule.
4. Run the same transaction with the customer you created. You will notice a discount is applied.
This should be done when the customer is created, not when a job from the distribution schedule runs. Please up-vote to make this possible.
Comments
Hi Cameron, this sounds like a bug, not as Idea. Did you try to go with support ticket?
Category: Customer and Loyalty
Administrator on 8/5/2019 7:15:35 PM
Thank you for your feedback.
We are not considering the suggestion at this time due to the following reason:
For retail pricing, we recommend using Affiliations instead of the customer price groups because the same affiliation can be used to set up special pricing and discounts, unlike customer price group, which require different groups for setting prices and discounts. Thus, you can associate an affiliation e.g. "Story XYZ customer" to the default customer which will be copied immediately to the newly created customers in POS and hence they will get the special pricing and discounts.
Sincerely,
Shalabh Jain,
PM, Microsoft.