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Finance | Project Operations, Human Resources, ...
Answered

Trade agreemen total discount not on sales order

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Posted on by 1,419

Hi, 

Any ideas why this total discount is not defaulting in the sales order headers for the specified customer? The items on the SO have the toggle "Total discount" set to yes in the release items form. I know there are no dates but I want it to apply "forever". The customer has an invoive account I have also tried to set it up with dates on the invoice account and it didn't work.  

pastedimage1667573014859v1.png

The discount oh the SO stays blank. 

pastedimage1667578132055v2.png

Thanks!!

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,088 Super User 2025 Season 2 on at

    Hi CapsLock,

    The total discount is not automatically calculated. On the Sell menu tab, there is a function to calculate the total discount.

  • CapsLock Profile Picture
    1,419 on at

    Thanks André, do you know if something similar needs to be done for the rebate deals to be applied?

  • André Arnaud de Calavon Profile Picture
    301,088 Super User 2025 Season 2 on at

    Hi CapsLock,

    I haven't looked into rebates for a long time now. I'm not able to answer your follow up question.

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