This is what happens in the video
Rental pricing in Microsoft Dynamics 365 Business Central works as a combination of the item numbers you use for the rental and the rental categories that hold the resources behind them. You set up a rental price line with an item number, a sales code, a currency code, a rental category, and a unit price. The sales code is either blank, which applies the price to customers in general, or a specific customer number, which applies the price to that customer only.
You can differentiate rental prices by customer and by currency. If a customer trades in a currency other than your base currency and no specific price exists, the system falls back to the general price. You can also set a default rental price, so a specific item for a specific customer defaults to a particular rental period, such as a day rental.
How the rental price table is built up
When you set up a rental price, it combines two elements. The first is the item numbers you use for the rental. The second is the rental categories, which hold the resources you use.
On a rental price line, you can set up the following:
- Item number – the item used for the rental.
- Sales code – either blank, meaning the price applies to customers in general, or a customer number, meaning the price applies to that specific customer.
- Currency code – the currency the price applies to.
- Rental category – the category that holds the resource you are using.
- Unit of measure – you can differentiate between different units of measure on the same rental category.
- Unit price – which reflects the currency code you have chosen.
If this looks familiar, that is because it works much like the sales price table. The same logic for customer-specific and currency-specific pricing applies.
How prices are selected on a rental order
The price chosen on an order depends on the customer and the currency. If you make a sales order for customer 20,000 in a currency other than Euro, and no specific price matches, the system uses the general price defined in the header.
You can also set a default rental price. For example, when you select customer 20,000 and item number 6200, you can have the system default to the day rental. This is how you differentiate between customers with different rental prices and different currencies, while keeping a sensible default in place.
Setting up rental pricing in practice
The setup gives you flexibility without much complexity. Use blank sales codes for general pricing that applies to all customers, and customer-specific lines where you need different agreements. Add currency codes where you trade in more than one currency, and set defaults on the combinations you use most often so the right price is picked automatically when you create an order.
Q&A
What does the rental price in Business Central consist of?
It is a combination of the item numbers you use for the rental and the rental categories that hold the resources. On each line you can define an item number, a sales code, a currency code, a rental category, a unit of measure, and a unit price.
What does a blank sales code mean on a rental price line?
A blank sales code means the price applies to customers in general. If you enter a specific customer number instead, the price applies only to that customer.
Which price is used if a customer trades in a different currency?
If a customer trades in a currency other than your base currency, such as Euro, and there is no specific price line for that combination, the system uses the general price defined in the header.
Can I set a default rental price for a specific customer and item?
Yes. You can set a default rental price so that selecting a specific customer and item number, for example customer 20,000 and item number 6200, defaults to a particular rental period such as a day rental.
Can I use different units of measure for the same rental category?
Yes. You can differentiate between different units of measure on the same rental category, each with its own unit price.