You cannot directly apply a discount percentage on the quote line level in the Dynamics 365 Sales Hub App by default. There are a few reasons for this:
Simplicity: Line-level discounts can become complex with calculations, especially when dealing with multiple products and varying quantities. The system aims for a streamlined quoting process.
Flexibility: Offering discounts at the quote or opportunity level allows for more flexibility in negotiation and applying discounts to the entire order.
Price Lists and Volume Discounts: Dynamics 365 leverages price lists and discount lists that can be pre-configured with specific pricing and discounts for various products or quantities.
Discounting Options in Dynamics 365 Sales:
Overall Quote/Opportunity Discount: You can apply a discount as a percentage or amount directly on the quote or opportunity record. This discount is then applied to the entire order value.
Price Lists and Discount Lists: Create price lists with pre-defined discounts for specific products or customer segments. These discounts are automatically reflected when adding products to quotes. You can also create discount lists that offer volume discounts based on quantity purchased.
Dynamics 365 Sales and Business Central Integration:
When integrating Dynamics 365 Sales with Business Central, the discount information is typically stored in Business Central. This allows for centralized management of product pricing and discounts across your sales and inventory system.
Here's a breakdown of where the discount information might reside:
Product Prices: Base product prices are typically stored in Business Central. They can be imported or synced with Dynamics 365 Sales.
Price Lists: Price lists with pre-defined discounts can be created and managed in either system. However, maintaining them in Business Central ensures consistency across sales and inventory.
Discount Lists: Similar to price lists, discount lists can be created and managed in either system. Maintaining them in Business Central provides a centralized location for managing volume discounts across your organization.
Configuration Options:
There are no default configurations in the Dynamics 365 Sales Hub App to enable line-level percentage discounts. However, you can explore these options:
Customizations: Consider custom development to introduce line-level percentage discounts, but be aware of potential complexities and ongoing maintenance needs.
Workarounds: Use workarounds like manual calculations or create multiple line items with different prices to achieve a similar effect.
Remember, the chosen approach should balance user experience, system simplicity, and your specific business needs.
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Daivat Vartak
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