D365 Finance & Operations and Dynamics AX Forum

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Sales Order Line Discounts

  • 1.  Sales Order Line Discounts

    SILVER CONTRIBUTOR
    Posted 16 days ago
    Hello,

    I was wondering if anyone else out there is experiencing the same issue we are having with sales order line discounts.  Prior to D365 we had many different discount codes for sales order lines (i.e. show discount, military discount, etc.).  In D365 there is a sales order header discount code (cash discount), but no type of code/ID you can put on the sales order line.  Also, the sales order line discount is also only tied to one G/L account.  Sales and Finance like to see/report on what type of discounts we are applying, therefore we used sales order line charges as a negative charge instead because that could be categorized with code/ID.  It works okay, but it creates some difficulties in other areas such as reporting, commissions and sales returns, etc.



    Using line discounts would be the most favorable because it reports nicely on the sales order invoice line and would help us in the other areas we are having difficulties in only if we could define a discount reason codes associated to the line.​  Has anyone experienced this?  Any creative ways you worked around besides using negative line charges as a discount?

    Any advise would be appreciated.

    Thanks,
    Tim

    ------------------------------
    Tim Stutzman
    ERP Systems Manager
    Pure Archery Group
    Eugene OR
    ------------------------------


  • 2.  RE: Sales Order Line Discounts

    GOLD CONTRIBUTOR
    Posted 14 days ago
    Hi Tim,

    you can achieve this using Maintain charges under financials of sales order lines.



    ------------------------------
    [Sudhir] [Maharjan] [srmaharjan@hotmail.com]
    [AX Consultant]
    [SAGlobal]
    Lawrenceville NJ
    ------------------------------



  • 3.  RE: Sales Order Line Discounts

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi Sudhir,

    We are currently using charges as you demonstrated currently.  Question is there a way to use discounts that can be identified with a discount reason code/ID.

    Thanks,
    Tim

    ------------------------------
    Tim Stutzman
    ERP Systems Manager
    Pure Archery Group
    Eugene OR
    ------------------------------



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