How to add a discount in individual sales order in ax 2009?

Dynamics 365 for Finance and Operations/AX Developer Forum
#1

Hi,

I need to discount some amount for indiviudual sales order but not for individual lines. If i declare discount % means the amount is differ. exact discount amount will not get through percentage. How to set discount amount for individual sales order in 2009.

Thanks in advance

#2

Hi Jaf,

You can consider using a negative miscellaneous charge on the header level. Then you can enter an amount.

#3

Hi Jaf,

It is possible to use ‘Total discount’ to add a Discount amount (e.g. 10 USD) to a Sales order header.

#4

Thanks for your reply friends

If i add Total discount eg:10 USD and save means it prompt “The value ‘10’ in field ‘Total discount’ is not found in relating table 'Price groups’.”

#5

There are three ways to add the Total Discount. Each require a Trade Agreement Line to have been posted; you can’t just add the discount amount to the sales order directly. To create the method appropriate for you, add a line to a Price/discount agreement journal:

  1. Set the ‘Relation’ to ‘Total disc. (Sales)’. Set Account code to ‘All’ and enter discount amount in ‘Amount in currency’ field. This discount will apply on sales orders created for any customer.

  2. Set the ‘Relation’ to ‘Total disc. (Sales)’. Set Account code to ‘Group’. Set an ‘Account selection’. If this is blank, go to ‘Customer price/discount groups’ in Accounts receivable setup and create a new Group of type ‘Total discount group’. Enter discount amount in ‘Amount in currency’ field. This discount will apply on sales orders created for any customer who has this ‘Total discount group’ set or on sales orders where you manually set this Total Discount group.

  3. Set the ‘Relation’ to ‘Total disc. (Sales)’. Set Account code to 'Table. Set the Customer in the ‘Account selection’. Enter discount amount in ‘Amount in currency’ field. This discount will apply on sales orders created for that customer only.

As you can see, the Total Discount Group on the Sales order header only come into play in scenario 2, and it’s complaining because you don’t have a Customer/price discount group called ‘10’. As said above, you can’t add the discount amount to the order header. You have to use a Trade Agreement which has the discount amount on it.

Also, to get AX to calculate the Total discount, you hit the ‘Total’ button (which you’ll find under ‘Inquiries’ in the header area). Or tick the A/R parameter ‘Total discount is calculated automatically’, which I think means AX will calculate the total discount when you attempt any sales order posting (e.g. Posting Sales order confirmation).

Finally, there is a tick box on the item Base sales price called ‘Total discount’. I thnk this only comes in to play if you set an Amount break Total discount (e.g. if your order is over 100 USD, you can have a 10 USD discount).

#6

Hi Guy Terry,

Thanks for your reply. It works! This only i need

Thanks a lot.

#7

Dear Guy Terry,

Thanks for your reply. It works! This only i need

Thanks a lot.