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Finance | Project Operations, Human Resources, ...
Suggested Answer

Calculate line discount on net amount, not unit price

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Posted on by 259

Hi all,

In Sales order or Purchase order, is there any way to set the line discount amount/percentage to be calculated based on the net amount of the line, not the unit price?

E.g. 4 pcs @ 100$/ea, discount amount 5$

current calculation: amount after discount is (100-5)*4 = 380

What I need is (100*4)-5 = 395

Thanks in advance

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  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,556 User Group Leader on at

    Hi Fspafj,

    Did you check the Total Discount function? It will if you use a trade agreement.

    In the standard design, there is no specific discount function available.

    But I think you can use Discount as a "Charges":

    pastedimage1631788931206v1.png

    Let us know if this works for you.

    Thanks,

  • Suggested answer
    Sheikh Sohail Profile Picture
    6,125 on at

    Hi

    Avoid any kind of customization, use the trade agreement and configure it as per your requirement.

    docs.microsoft.com/.../create-new-trade-agreement

    community.dynamics.com/.../trade-agreements-price-discount-agreement-in-d365-f-o---creation-and-it-s-usage

  • fspafj Profile Picture
    259 on at

    Hello,

    Thanks for your suggesstions.

    For the line discount, either I update on the SO/PO manually or use Trade agreement, it will be calculated based on the unit price, not the line net amount.

    Maybe I can only use Total discount to apply discount amount to the whole order in this case... I will look into the Charges as an alternative too.

    Regards,

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