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We have already posted the sales invoice till August 2014. Now edited the customer master with cash discount of 2% which is going to be affected from the following invoices after when the change is made to the customer.
Is there any way we can apply cash discounts to the invoices already posted?
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Hi Chandra,
It is like my previous answer, but I will guide you to this customer transactions form.
Accounts receivable -> Customers -> All customers. Select the customer in the list page and click the button Transactions. Per open transaction you can click the button Open. On the form that opens you can go to the tab page Cash discount. Here you can add the cash discount details per invoice.
Probably if you have someone with developer skills available, this person can write a script to do some mass updates.
Hi Andre,
Thanks for your reply. I did not get your answer because I just started my career in AX, I'll explain my question once again here
when we navigate to the screen "Accounts receivable"
Accounts receivable-->Payments-->Payment Journal--> select any payment journal that is open--> select any invoice by clicking on "lines" tab -->journal voucher opens.
On Journal Voucher-->select any customer-->go to settlement under "functions" tab
-->"settle open transactions" window opens up. On this window, we have the text box detail to enter cash discount-- here our company user is manually calculating the 2% of the invoice amount and is entering the amount.
Is there any other way where we can skip this part so that the total discount amount appears automatically based on the inputs that are given while creating a customer master?
Note: We are trying to enter the cash discounts for the sales invoice already posted longback. At that time the cash discount field is empty for the customer in the cstomer master. Now we have changed the cash discount field to the percentages say 2%, 10% with respect to the corresponding customer.
Please assist.
Hi Chandra,
Yes, you can adjust the allowed cash discount on the outstanding customer transactions.
On the customer transactions there is a button Open. Click this and on the tab Cash discount you can add the details.
It is also possible to fill the cash discounts fields when you settle the invoice with the payment.
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André Arnaud de Cal...
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