I created a trade agreement of type total discount (purchase), the only one i have.
Account code: all, item code: all.
From 5 to 20, unit: quantity, amount in currency: 50 eur,
from date: 28/11/2012, to date: 28/11/2012,
discount % 1 = 10 %
discount % 2 = 0 %
In module inventory & warehousemanagement > set up > inventory > item groups
i set a ledger account (posting type: sales tax) for ‘purchase discount’ in purchase tab.
I create a PO, quantity 6, amount 60.
So 5 < quantity < 20 and amount > 50, so trade agreement must be working.
I click on ‘Total discount’ in calculate tab, but no total discount is calculated (not in fasttab on PO-header, on confirmation letter total discount is 0 euro…)
Have someone an idea what i do wrong? (Multiline discount works…)
Removing the end date isn’t possible on the existing trade agreement so i deleted it in the AOT and created a new one without end date but with exactly the same parameters.
No
Yes, because quantity (6) is between 5 and 20 and amount (60) > 50. And item code and account code are both ‘all’ so trade agreement should be activated for all suppliers and all items…
Did you checked the at Item level (master) and vendor level (master) that you assigned Total discount group ? Or did you checked at PO header this Total discount group is assigned to PO or not?Check once these settings.
Removing the end date is possible and you can delete them from teh journal - use the standard functionality, there is a good reason you do not do this in the AOT.
At item level the checkbox ‘Total discount’ is checked.
At Vendor level i assigned a total discount group. But this is not necessary to assign a total disc group because the account code is ‘All’ so it is applicable for all vendors, i think?
The TA does not have a UOM but the purchase line does - this is a key matching point on the TA so blank-Quantity does not match so it will not be called.
To change the end date you bring the entry into the price/discount journal and use the copy and revise function (it creates a new line rather than an edit because of the nature of the line). Bit like selecting all agreeements for deletion to remove them.
I do not understand this statement - you pick the UOM on teh TA and it defaults on the order line and is convertable hence the need for it. If the UOM does not match it does not call the code. I would suggest you do not do all and all, pick a specific item to do total discounts on, all and all based on quantity is not really a valid setup.
ok, so when i copy and revise the first line, a second line is created and first line isn’t used anymore?
But what in the situation you have two trade agreements (each with 1 line) with overlap of period?
However, The unit-field (so previous reply) will be empty when i save the line…So Total discount still doesn’t work (if the unit-problem is the reason…)
Not possible to select a specific item if ‘Total disc (purchase)’ is chosen…See screenshot: i’ve selected the field item code but you can see it isn’t editable…
So pick the Unit as “Quantity” and then try. I was applying discount logic not total discount, so this is applied to the vendor not the item.
On the overlapping of dates issue you should never do this, AX will then pick the first one it finds, you always need to control your start and end dates strictly to avoid issues.
