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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Prevent discounts on s...
Small and medium business | Business Central, N...
Suggested Answer

Prevent discounts on sales lines

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Posted on by Brett F 454
Is there a way to prevent discounts on sales lines? Sometimes someone accidentally overrides the line amount on sales orders without realizing which automatically puts in a discount.  Looking for the best way to prevent this mistake.
Categories:
Dynamics 365 Business Central
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  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 22,792 Super User 2026 Season 1 on at
    ​​​​​​​Hope this helps: https://community.dynamics.com/forums/thread/details/?threadid=957da6d0-ba7a-4595-9e4d-b95d153453e2
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 32,800 Super User 2026 Season 1 on at
    I don't believe there is a way to restrict this without customization. Are they modifying the unit price or the line amount fields? If its line amount perhaps this field can be hidden if its not needed for anything else?
     
  • Suggested answer
    Ahmed Mohamed Rafik Profile Picture
    Ahmed Mohamed Rafik 3,049 User Group Leader on at

    Here are some approaches to control or restrict the ability to apply discounts directly on sales lines:

    1. User Permissions: You can create custom permission sets that restrict users from modifying fields related to discounts on the sales lines. This involves limiting access to specific fields, such as Line Discount Amount and Line Discount %, which should reduce the likelihood of accidental discounts.

    2. Sales Line Discount Lock:

      • If you don’t want to implement strict permissions, an alternative is to use a simple control mechanism within the Sales Order by disabling discount entry. You can add validation through code (if a developer is available) to prevent modification to the Line Discount Amount or Line Discount % fields once an amount is initially set.
      • Field Validation Rules can also be enforced, either through standard Business Central workflows or by customizing fields to alert users if they attempt to add a discount.

    3. Use Workflow Approvals: Implement a workflow that triggers an approval if a discount is entered or modified. This option will notify managers or designated approvers before any sales line discount is applied, ensuring oversight.

     

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