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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Discount by fixed amou...
Microsoft Dynamics AX (Archived)

Discount by fixed amount in Free Text Invoice

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Posted on by Community Member

Hello ,

In AX 2012 R2  How to make amount discount in 

Free Text Invoice

When I run the Total for Free Text Invoice I found the field Line Discount & Total Discount but don't find the field in transaction level.

The cash discount in the header gives only fixed percentage for all invoices for specific customer .

Kindly suggest.

Thanks,

Aser Ezz

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    What is it that you want to achieve with those discount fields? Do you need to show them separately on the invoice document?

    Best regards

    Ludwig

  • Suggested answer
    ZvikaR Profile Picture
    ZvikaR 168 on at

    Cash Discount is a discount taken at time of payment, it will not show up (or post) as an invoice-based discount.

    However it can be assigned to just one invoice and not to all invoices of a customer.

    There is no "normal" discount functionality related to free text invoice.

  • Community Member Profile Picture
    Community Member on at

    Hi ,

    Thanks for your reply 

    what is our accounting team want to make exatly is :

    the invoice for customer by total amount for example          110

    then show discount                                                                 (10)

    so the net value of the invoice by                    (110-10=        100)

    then tha vat will be calculated on the net value (100) by 5% = 5

    so the total with tax =                                                               105

    Best regards

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Aser Ezz,

    The free text invoice form does not have a discount field available.

    Can you thus either make use of ordinary sales orders that you create with the help of service categories or service items?

    Alternatively, you have to modify the standard application. Yet, this is something that requires some additional effort, time and Money.

    Best regards,

    Ludwig

  • Suggested answer
    ZvikaR Profile Picture
    ZvikaR 168 on at

    As mentioned you can use sales order to create invoices with discounts.

    But if your scenarios are relatively simple, you don't have complex calculations and just want to post everything to the right ledger account, I would recommend that you consider just creating extra lines on the free text invoice for the discount:

    Line 1: sales of XXXXX (post to revenue account)

    Line 2: sales of YYYYY (post to revenue account)

    Line 3: negative amount of the discount (post to discount expense account)

    Remember that the discount line need to conform to local sales tax regulations (does discount reduces revenue? if it does, the negative line need to be flagged for negative sales tax as well)

  • ZvikaR Profile Picture
    ZvikaR 168 on at

    did you receive an answer to your question? if so please mark the thread as closed.

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