How to apply Total Discount?

Finance and Operations/AX User Forum
1

Hi All

Anybody please explain me about total discount.I had made discount groups in Customer price/discount groups.I had also implement it in sales order.

Plz help

Artata

2

Hi,

You need to apply total discount on sales/purchase header.

There you define discount %. The ledgers for discount is defined in GL setup posting.

Pranav…

3

Thanks for reply

What does this error means.i am facing this.

“Account number for transaction type Customer invoice discount does not exist”

4

Hi Artata,

in the sales line you have to click Calculation - Total discount and the then AX will calculate the discount.

Why this? Because AX can´t know when the sales order is completed to calculate the total discount automatically. So the user has to click this functionality.

Do this help you?

Regards

Kadriye

5

Go to General ledger, Setup, Posting, system account. There you need to define ledger for customer invoice discount.

Pranav…

6

Thanks for reply.This issue had been resolved with your guidance.but when i click on calculation>total discount, it does not calculate discount.no impact of discount has been shown on invoice.

7

Check the voucher entry of the posted order. Total discount entry should be there. After posting, calculation of otal discount will not serve any purpose.

Pranav…

8

Hi,

  1. You need to setup Discount ledger account in Chart of Accounts and assign it in Item groups > Sales Order (tab) … Discount field.

  2. Check the Total discount group in setup at Customer form? … AR> Customer > Sales order (tab).

  3. As you have setup Total discount % in the Total discount form… save it & close the form.

  4. In Sales order form, Click on Calculation button > select Total discount.

  5. Now you can check the Total Discount is calculated or not by clicking on Price/Discount (tab) in the Sales order form. In the Total Discount % field you can check the Total discount calculation percentage how much its applied to the sales order.

  6. after you check that Total discount percentage, do Invoice or Proforma invoice … At the bottom of the print screen of invoice, you can find the Total Discount amount.

Hope it this help you Artala

P Sarathy

9

Thanks Sarathy and Pranav

My problem is solves but only a small confusion is there.

I had entered amount of 16500 and discount as 500 in trade agreement.in price/discount tab in sales order discount % is 6.06.from where it was calculated?

Regards

Artata

10

Do you mentioned any Dis.%1 and Dis.%2 ??? If so, how much you mentioned ???

what was the Quantity & Price in Order line???