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2012 R3 Coupon Code charges instead of discounts

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  • 1.  2012 R3 Coupon Code charges instead of discounts

    Posted 15 days ago
    Hello fellow AX enthusiasts!

    I am having some issues with the retail module, specifically coupon codes, in AX2012R3 (CU9).

    When applying a coupon and completing the order the coupon shows up as a "charge" instead of a "coupon", raising the price of the order instead of discounting it.  (See screen shot below)

    We are using the call center functionality.  Reasonably certain I have everything configured correctly.

    The only other thing I've noticed that seems odd, when I create a new sales order the "Retail sale" checkbox isn't checked.  But it appears that the applicable MCRSalesTable records are created.

    We were told that there may have been a hot-fix for this in CU8?  Does anyone have any info on that?  I've had a a hard time getting Google to cough up any information.

    Thank you for your help!

    Coupon setup:
    15% off coupon setup
    Sales order summary, note the "charge" instead of "coupon amount"

    Sales Order charges


    ------------------------------
    Adam Pascoe
    Bio-techne
    Minneapolis MN
    ------------------------------


  • 2.  RE: 2012 R3 Coupon Code charges instead of discounts

    GOLD CONTRIBUTOR
    Posted 15 days ago
    Can you try to set the value as negative and see what happens?


    ------------------------------
    Michael Gonzalez
    Account Executive
    Dynamics Resources
    Venon Hills IL
    ------------------------------



  • 3.  RE: 2012 R3 Coupon Code charges instead of discounts

    Posted 15 days ago
    Michael;
    It does take 15% off the order, but still shows up as a "Charge" rather than a "coupon"



    ------------------------------
    Adam Pascoe
    Bio-techne
    Minneapolis MN
    ------------------------------



  • 4.  RE: 2012 R3 Coupon Code charges instead of discounts

    GOLD CONTRIBUTOR
    Posted 15 days ago
    Hi Adam,

    So here is the thing.

    Your "Coupon" is only a Charge code. To set up as coupon, go to Retail > Pricing and discounts > Coupons, Set up the use parameters (Dates, bar code, etc.) and in the miscellaneous select the determined (previously configured in Retail>Pricing and Discounts>Discounts) Discount, which needs, different parameters than a charge.

    I hope this helps!!

    ------------------------------
    Michael Gonzalez
    Account Executive
    Dynamics Resources
    Venon Hills IL
    ------------------------------



  • 5.  RE: 2012 R3 Coupon Code charges instead of discounts

    Posted 15 days ago
    I appreciate your help Michael, but I think I'm striking out.  I don't have any coupon-related setup information in the Retail module.  Possibly a part of a Cumulative Update that we're missing?

    In Retail>Common>Pricing and Discounts I have Discounts, Mix and match discounts, Quantity discounts, Threshold discounts, and Price adjustments.

    In Retail>Setup>Pricing and Discounts I have Affiliations, Price groups, Mix and match line groups, Mix and match line group setup, Discount periods, Rounding method group, and Price point groups.

    In Call center>Setup>Call center params>Coupons I have the charges coupon code set to the appropriate charge code, write accruals checked, and liability and offset accounts checked.

    ------------------------------
    Adam Pascoe
    Bio-techne
    Minneapolis MN
    ------------------------------



  • 6.  RE: 2012 R3 Coupon Code charges instead of discounts

    GOLD CONTRIBUTOR
    Posted 15 days ago
    Then the set up is okay, whomever set that up, wanted to keep it simple, otherwise they would have used the mentioned configurations. Personally, if you don't want to set it up in the retail module. I would keep the charge code in negative so it is not restricted to dates and combinations that the proper discounted use. Remember that is a Charge code named "Coupon", not a coupon itself.

    i hope this helps!!


    ------------------------------
    Michael Gonzalez
    Account Executive
    Dynamics Resources
    Venon Hills IL
    ------------------------------



  • 7.  RE: 2012 R3 Coupon Code charges instead of discounts

    Posted 12 days ago
    ​Can we get a screenshot of the postings tied to the charge code?

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    Darryl Howery
    RSM
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  • 8.  RE: 2012 R3 Coupon Code charges instead of discounts
    Best Answer

    SILVER CONTRIBUTOR
    Posted 11 days ago
      |   view attached
    We found that when we first implemented AX12R3, the charges codes were setup incorrectly.  Under AR->Setup->Charges->Charges code the coupon posting was under credit and it added to the order as you describe.  We corrected to be a debit setup and now it works fine.  Not sure if this is the issue for you but worth a look.  Added screen shot of corrected setup for us.
    Best wishes,
    jmb


    ------------------------------
    Janine Breton
    Business and Reporting Analyst
    America's Gardening Resource
    Burlington VT
    ------------------------------



  • 9.  RE: 2012 R3 Coupon Code charges instead of discounts

    Posted 11 days ago
    @Janine Breton​ Thank you!  You have no idea how long I've been fighting with this!

    @Darryl Howery Thank you as well, I imagine this is the path you were headed towards too.

    @Michael Gonzalez Thank  you as well, your efforts are appreciated.

    ​​

    ------------------------------
    Adam Pascoe
    Bio-techne
    Minneapolis MN
    ------------------------------



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