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Cash Discount in D365

  • 1.  Cash Discount in D365

    GOLD CONTRIBUTOR
    Posted 22 days ago
    Hello,

    I had explored the Cash discount functionality in D365.
    I know that it's based on "Invoice date". But does someone knows if we can add "Invoice Received date" as discount based calculation?
    This also means that we should need a new field named "Invoice received date" in the window "Invoice journal" and/or "Vendor Invoice".
    Could we find this field out of the box?

    Why my question about "Invoice received date"? Because a vendor can put, as example, the date of June 1 on the invoice, but send it only a month later. So if you have special discount based on a payment within 10 or 20 days, you will never get this discount...

    Thanks


    ------------------------------
    Richard Malouin CPA, CGA
    Senior analyst
    PSP Investments
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Cash Discount in D365

    Posted 22 days ago
    Hi Richard,

    To change the functionality of the cash discount would require a customization.  Might I suggest entering the "Invoice received" date in place of the invoice date. This would allow D365 to calculate the cash discount using the "invoice received" date and use standard functionality.

    Missy


    ------------------------------
    Missy Martoncik
    Senior Finance Consultant
    AXIA Consulting, Inc.
    Columbus
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Cash Discount in D365

    GOLD CONTRIBUTOR
    Posted 21 days ago
    Hi Missy,

    Thank you for your answer.

    That is what i thought that we should need a custom for Cash Discount.
    And i had the same idea of your suggestion, but i asked the question only to be sure that there is nothing "out of box" in D365.

    Thanks


    ------------------------------
    Richard Malouin CPA, CGA
    Senior analyst
    PSP Investments
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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