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Is it possible to have different discounts on different items for a customer?
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Yes, you can setup different discounts on different item for a customer if you use extended pricing as your pricing method.
In Dynamics GP, on the sales transaction level, there are two types of discounts: Markdowns and Trade discount. Markdown is the discount on the item level while the trade discount is the one on the whole invoice level.
Markdown is an amount or percentage by which the extended price of the "Line Item" is reduced before the whole invoice amount is calculated. Meanwhile, the trade discount in definition is " discounts given to preferred customers whenever you sell them merchandise. The trade discount will be calculated automatically if a discount has been specified for this customer in the Customer Maintenance window." That means, regardless of the line item, the trade discount is an overall percentage or amount.
All of the above is part of the standard pricing in Dynamics GP. Further capabilities and complex rules for promotion specifically can be defined when using the Extended Pricing module.
Your feedback is highly appreciated,
Do you need different discounts for each customer or could you leverage customer classes to assign discounts for a class of customers?
Hi Kassie!
I am just following up to see if the information posted has helped resolve your question or is this still an issue?
Please let us know!
~Thomas Newcomb
------------------------------------------
Microsoft Dynamics GP Support
This posting is provided "AS IS" with no warranties, and confers no rights
Hi, I'm using both the trade discount at the customer level, and the line item discount for the items. However, my conundrum is that I want the trade discount GL account to be able to be identified BY CUSTOMER. I can do this on the markdown, by item, but the only place I can figure out to enter a GL account for a markdown using the trade discount is in the main GL posting accounts setup window. I can't do this by customer. The Terms Discount taken and Terms Discount available are not the correct accounts for this.
The problem is we have 3 different markdown accounts, depending on the type of customer they are. I would love to not have to enter the GL account for every SOP invoice and I don't want to use the default from the Posting Accounts setup because it isn't the same for every single customer.
Any ideas?
Hi Kassie,
I know this thread is old but I was wondering if you ever found a solution. We do not do trade discounts that often so the default goes to one GL but now we have a customer who we are going to add a 1% discount on no matter what but we want to keep track of it in a different GL and we wold hate to have to manually go in and change the GL for each SOP.
Thanks,
Are you wanting to end up with a report that shows trade discount realized by customer?
Leslie
We would just want to be able to look up the GL that we assign to see how much we have in it.
This is only for one customer (Walmart)
When using a GL segment for site/location, we are seeing the correct segment for the site used when using the markdown on the line item, but not when the discount is entered as a trade discount for the entire invoice. Am I missing something in the setup somewhere?
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