How-ToFinance & Operations

How to Set Up Sales Prices and Discounts in Business Central

Configure customer-specific prices and line discounts in Business Central using price lists and discount structures.

Stein Sæstad
6 min read

Business Central lets you define customer-specific prices and discounts that are applied automatically when you create sales orders or invoices. The current approach uses Price Lists, which replaced the older Sales Prices and Sales Line Discounts tables in recent versions.

This guide covers creating a sales price list, adding price lines, activating the list, and setting up line discounts.

How BC Selects a Price

When you enter an item on a sales line, BC evaluates all active price lists that match the customer, the item, the currency, and the date. It picks the lowest applicable price. If no price list matches, BC falls back to the item’s Unit Price on the item card.

Create a Sales Price List

  1. Search for Sales Price Lists using Alt + Q.
  2. Select New.
  3. Set the Code and Description for the price list.
  4. In the Assign-to Type field, choose how the list applies:
    • Customer, applies to a single customer
    • Customer Price Group, applies to all customers in the group
    • All Customers, applies to every customer
  5. In Assign-to No., select the specific customer or price group (if applicable).
  6. Set the Currency Code if the list is in a foreign currency. Leave blank for the local currency.
  7. Set the Starting Date and optionally an Ending Date to limit the period.

Add Price Lines

  1. In the Lines section of the price list, select Add Lines or click into the line grid.
  2. Set Product Type to Item.
  3. In Product No., select the item.
  4. Set the Unit of Measure Code if pricing differs by UOM.
  5. Enter the Unit Price for this item under this price list.
  6. Optionally set Minimum Quantity if the price only applies above a certain quantity threshold.

Repeat for each item you want to price specifically.

Activate the Price List

A price list has no effect until its Status is set to Active.

  1. On the price list, change the Status field from Draft to Active.
  2. BC may prompt you to confirm. Select Yes.

Once active, the price list is evaluated during sales order and invoice entry. To make changes, set the status back to Draft, edit the lines, then reactivate.

Set Up Line Discounts

Line discounts are configured in the same price list structure. You can add a discount % line instead of a fixed unit price.

  1. Open or create a Sales Price List.
  2. In the lines, set Product Type to Item.
  3. Select the item in Product No..
  4. Switch the Amount Type column to Discount.
  5. Enter the Line Discount %.

When BC finds a matching discount line for a sales line, it fills in the Line Discount % automatically.

Allow Line Discount on the Customer Card

For line discounts to apply, the Allow Line Disc. field must be enabled on the customer card.

  1. Open the Customer Card for the relevant customer.
  2. Navigate to the Invoicing tab.
  3. Confirm that Allow Line Disc. is checked.

If this field is unchecked, BC does not apply line discounts to orders for that customer, even if a discount line exists in a price list.

Test the Setup

Create a new sales order for the customer and add an item covered by the price list. Check that the Unit Price and Line Discount % on the sales line match what you configured. If the expected price does not appear, verify the price list status, the assign-to settings, and the date range.

For a walkthrough of creating and posting a sales order, see How to Create and Post Sales Orders in Business Central.