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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer Discount Imports
Small and medium business | Business Central, N...
Suggested Answer

Customer Discount Imports

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Posted on by abutler1986 677

Hi All,

I know there is a download template for customers which I am fine with but I need a way of importing discounts easily which are associated to customers if possible, also I have had a request for a standard discount but also adding a separate one off discount as well on the sales invoice / order is this possible?

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Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Olister Rumao Profile Picture
    Olister Rumao 4,009 on at

    Hi,

    You can use configuration package to get all the Customer master data into Excel and upload it into the system.

  • abutler1986 Profile Picture
    abutler1986 677 on at

    Thanks for the response, does this include discounts and are you able to answer the additional discounts question?

  • Suggested answer
    Olister Rumao Profile Picture
    Olister Rumao 4,009 on at

    There are many types of discount setup.

    1. Through Payment Terms

    2. Through Discount groups

    3. Discounts on Sales Lines etc.

    So you need to figure out where you need to apply discount and accordingly fetch the table which has this setup and use configuration package Excel to do the job for you.

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