bc-pricing-refactor

name

bc-pricing-refactor

description

Guides AL developers through refactoring Business Central legacy sales pricing (Sales Price table 7002 / Sales Line Discount table 7004) to the new Price List architecture (Price List Header table 7000 / Price List Line table 7001). Use this skill when asked to: migrate pricing customizations, extend the new Price Calculation engine, understand the PriceCalculation interface, map old codeunits to new ones, scaffold price list AL objects, or plan the Feature Management enablement strategy for the New Sales Pricing Experience. Triggers: "refactor prices", "migrate sales price", "new pricing experience", "Price List Header", "Price List Line", "extend price calculation", "PriceCalculation interface", "legacy pricing BC", "tabla 7002", "tabla 7000", "Feature Update pricing".

BC Pricing Refactor Skill

Purpose

This skill provides structured guidance for migrating Business Central customizations from the legacy pricing model (pre-2020) to the New Sales Pricing Experience.

The guidance is intentionally version-agnostic. Before implementing code, verify object names, event publishers, interface signatures, and page IDs against the symbols of your target runtime.

Treat rollout timing and feature availability as environment-specific. Confirm the current platform behavior and deprecation state in the official Microsoft documentation for the target runtime before planning a migration.

---

Context: What Changed and Why

Concept	Legacy (<= BC19)	New Experience (BC20+)
Sales prices table	Sales Price (7002)	Price List Line (7001)
Discounts table	Sales Line Discount (7004)	Price List Line (7001)
Price list header	None	Price List Header (7000)
Calculation engine	Sales Price Calc. Mgt. (7000)	Price Calculation interface + V16 codeunit
Extensibility	Events on codeunit 7000	AL Interface + Enum extension
Activation	Always on	Feature Management toggle (irreversible)
Status workflow	N/A	Draft -> Active -> Inactive

Official Microsoft References

• Functional guide: https://learn.microsoft.com/en-us/dynamics365/business-central/across-prices-and-discounts
• Release Plan Wave 2 2020: https://learn.microsoft.com/en-us/dynamics365-release-plan/2020wave2/smb/dynamics365-business-central/use-new-sales-pricing-experience-
• Release Plan Wave 1 2020 (engine): https://learn.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-business-central/extend-price-calculation
• Developer - Extending Price Calculations: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-extending-best-price-calculations
• Extensibility Overview: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-extensibility-overview

---

Step-by-Step Refactoring Workflow

Follow these steps in order. Do not skip Step 0.

Step 0 - Audit existing customizations

Before writing a single line of AL, produce an inventory:

1. Search the codebase for direct references to legacy objects:
   • Table "Sales Price" (ID 7002)
   • Table "Sales Line Discount" (ID 7004)
   • Codeunit "Sales Price Calc. Mgt." (ID 7000)
   • Page "Sales Prices" (ID 7002)
   • Page "Sales Line Discounts" (ID 7004)
2. Document each reference: object type, purpose, events subscribed, fields used.
3. Classify each as: Read, Write, UI Extension, or Business Logic.
4. Check if the Feature Update is already enabled in the target environment (Feature Management page -> search "New sales pricing experience").

Once the Feature Update is enabled it cannot be disabled. Always test first in a sandbox environment.

See references/audit-checklist.md for a printable checklist.

---

Step 1 - Map legacy objects to new objects

Legacy object	New equivalent
Sales Price (7002)	Price List Line (7001) with Price Type = Sale
Sales Line Discount (7004)	Price List Line (7001) with Amount Type = Discount
Sales Price Calc. Mgt. (7000)	Price Calculation - V16 codeunit + Price Calculation interface
Customer Price Group	Price Source Type enum value Customer Price Group
Campaign	Price Source Type enum value Campaign

New key fields on Price List Header (7000):

• Status: Draft / Active / Inactive
• Price Type: Sale / Purchase
• Source Type / Source No.: who the list applies to
• Allow Updating Defaults: controls line-level overrides
• Currency Code: one per header (lines cannot mix currencies)

New key fields on Price List Line (7001):

• Amount Type: Price / Discount / Any
• Asset Type: Item / Resource / G/L Account / Item Discount Group
• Asset No.
• Minimum Quantity
• Unit Price / Line Discount % / Unit Cost

---

Step 2 - Extend the Price Calculation engine (if needed)

Use this step only if your customization adds a new pricing method (for example, contract pricing, tiered pricing, or location-based pricing). For simple data migrations, skip to Step 3.

2a. Implement the Price Calculation interface

Use the following snippet as a structural template only. Interface signatures can vary between runtimes, so first inspect the interface in your target symbols and then mirror that exact contract.

codeunit 50100 "My Price Calculation" implements "Price Calculation"
{
    procedure FindPrice(Line: Variant; AmountType: Enum "Price Amount Type"): Boolean
    begin
        // Your custom price lookup logic here
    end;

    procedure ApplyPrice(AmountType: Enum "Price Amount Type"; var Line: Variant)
    begin
        // Apply the found price to the document line
    end;

    procedure ApplyDiscount(var Line: Variant)
    begin
        // Apply the found discount to the document line
    end;

    procedure CountDiscount(ShowAll: Boolean): Integer
    begin
        exit(0);
    end;

    procedure CountPrice(ShowAll: Boolean): Integer
    begin
        exit(0);
    end;

    procedure GetLine(var Line: Variant)
    begin
    end;

    procedure Init(NewSalesHeader: Variant; var PriceCalculationSetup: Record "Price Calculation Setup")
    begin
    end;

    procedure IsDiscountAllowed(FieldName: Text; var IsHandled: Boolean)
    begin
    end;

    procedure PickDiscount()
    begin
    end;

    procedure PickPrice()
    begin
    end;

    procedure ShowPrices(Line: Variant)
    begin
    end;
}

2b. Extend the Price Calculation Method enum

enumextension 50100 "My Price Method Ext" extends "Price Calculation Method"
{
    value(50100; "My Custom Method")
    {
        Caption = 'My Custom Method';
        Implementation = "Price Calculation" = "My Price Calculation";
    }
}

2c. Register the new method in Price Calculation Setup

codeunit 50101 "My Price Setup Subscriber"
{
    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Price Calculation Mgt.",
        'OnFindSupportedSetup', '', false, false)]
    local procedure OnFindSupportedSetup(
        var TempPriceCalculationSetup: Record "Price Calculation Setup" temporary)
    begin
        TempPriceCalculationSetup.InsertDuplicate(
            Enum::"Price Calculation Method"::"My Custom Method",
            Enum::"Price Type"::Sale,
            Enum::"Price Asset Type"::Item,
            Codeunit::"My Price Calculation",
            true);
    end;
}

See references/custom-price-method.al for a version-agnostic scaffold.

---

Step 3 - Extend the Price Source Type enum (if needed)

Use this step if your customization introduces a new applies-to dimension (for example, Location, Department, or Contract).

enumextension 50102 "My Source Type Ext" extends "Price Source Type"
{
    value(50102; "My Location")
    {
        Caption = 'Location';
        Implementation = "Price Source" = "My Location Price Source";
    }
}

enumextension 50103 "My Sales Source Type Ext" extends "Sales Price Source Type"
{
    value(50102; "My Location") { }
}

The base extension points you typically need are:

• Price Source Type (Enum)
• Sales Price Source Type (Enum)
• Price Source (Interface)

Do not scaffold the Price Source implementation from memory. Inspect the exact procedure contract in your target symbol package first and mirror that signature set in your codeunit implementation.

---

Step 4 - Handle data migration

When the Feature Update is enabled, BC can auto-migrate existing data from tables 7002 and 7004 into the new Price List structure. However, custom fields added by extensions must be handled separately.

Auto-migration (standard data)

BC creates a default price list from existing Sales Price and Sales Line Discount records automatically on Feature Update enablement. No code needed for standard fields.

Custom field migration

codeunit 50104 "My Pricing Data Migration"
{
    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Price List Management",
        '<verified migration event name here>', '', false, false)]
    local procedure HandleVerifiedMigrationEvent(
        SalesPrice: Record "Sales Price";
        var PriceListLine: Record "Price List Line")
    begin
        PriceListLine."My Custom Field" := SalesPrice."My Legacy Field";
        PriceListLine.Modify(false);
    end;
}

See references/migration-events.md for the extensibility points and the discovery workflow to confirm migration publishers with AL symbols.

---

Step 5 - Update UI extensions

Legacy pages "Sales Prices" (7002) and "Sales Line Discounts" (7004) are no longer shown when the new experience is active. Replace page extensions targeting those pages with extensions on the current price list UI objects in your runtime, typically:

• "Sales Price List" - main list page
• "Price List Lines" - lines subpage
• "Price Worksheet" - bulk update page

pageextension 50201 "My Price List Line Ext" extends "Price List Lines"
{
    layout
    {
        addafter("Unit Price")
        {
            field("My Field"; Rec."My Field") { }
        }
    }
}

---

Step 6 - Validation and testing checklist

Before deploying to production, verify:

• Feature Update enabled in sandbox - no compilation errors
• Standard sales orders calculate prices correctly (unit price, discount %)
• Customer-specific prices are found and applied
• Customer Price Group prices are applied when no customer-specific price exists
• Campaign prices activate/deactivate correctly by date
• Purchase price lists work independently from sales
• Custom price method appears in Price Calculation Method lookup
• Custom Source Type appears in Price List Header Source Type field
• Price list Status workflow: Draft -> Active -> (optionally) Inactive
• Verify Lines action finds no duplicates or conflicts
• Price Worksheet page correctly suggests and updates lines
• Custom fields migrated from legacy tables are present and correct
• AL tests pass (see references/price-calculation-test.al)

---

Common Mistakes to Avoid

Mistake	Correct approach
Subscribing to events on Sales Price Calc. Mgt. (7000)	Implement the Price Calculation interface instead
Reading directly from table 7002 or 7004	Query Price List Line (7001) filtered by Price Type
Enabling Feature Update in production before testing	Always test in sandbox first - it is irreversible
Creating price list lines with different currency codes on same header	One currency code per Price List Header
Forgetting to set Status = Active on new price lists	Inactive lists are silently ignored by the engine
Extending Sales Price Source Type without also extending Price Source Type	Both enums must be extended simultaneously

---

Quick Reference: Key AL Objects

Use this table as a discovery shortcut, not as a substitute for symbol verification in the target environment.

Object	Type	ID	Purpose
Price List Header	Table	7000	Price list metadata and defaults
Price List Line	Table	7001	Individual price/discount rules
Price Calculation	Interface	-	Contract for all price engines
Price Calculation Method	Enum	-	Selects which engine to use
Price Source Type	Enum	-	Defines applies-to dimension
Price Calculation - V16	Codeunit	runtime-specific	Standard new-engine implementation
Price Calculation Mgt.	Codeunit	runtime-specific	Orchestrates engine selection
Price List Management	Codeunit	runtime-specific	Migration and management helpers
Sales Price List	Page	runtime-specific	Main UI for sales price lists
Price List Lines	Page	runtime-specific	Lines subpage
Price Worksheet	Page	runtime-specific	Bulk price update tool