Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

SOP Discount or Allowance by Line Item

(0) ShareShare
ReportReport
Posted on by 610

My client is in the midst of implementing SOP and Inventory.  They will use SOP to generate sales invoices daily.  Items invoiced will be at full price say $100 but there will also be discounts or allowances by line item.  We'd like to be able to track by line item the discount or allowance available, but invoice at full price.  Is that possible?  A couple of additional thoughts:

1)  I see we have a mark down option, but that adjusts the invoice price downwards.  A 50% mark down will create a net invoice of $50 instead of at the $100.  That does not work for this case

2)  I can sum the line item discounts and put them in the terms discount available area.  It creates a discount available amount, but does not provide visibility by line item. 

Do we have any other options available for tracking the item price and possible discounts?  Are there any third party invoicing tools that may address this issue?  Please advise.  Look forward to a reply.  Thank you.

Jose

*This post is locked for comments

  • Suggested answer
    Victoria Yudin Profile Picture
    22,768 on at
    RE: SOP Discount or Allowance by Line Item

    The only option I can think of will work only if the percentage of the discount is the same for all the line items. In that case, you can use the Trade Discount field and GP will automatically "allocate" it to each line item in the database. While you will not be able to see it in the GP user interface on the SOP transaction, you can see it in SmartList by bringing in the Trade Discount Amount and related columns on the Sales Line Items SmartList. And it will be stored for each line item in the SOP10200 and SOP30300 tables, so you can use it in any custom reporting needed.

  • Suggested answer
    Mariano Gomez Profile Picture
    26,225 on at
    RE: SOP Discount or Allowance by Line Item

    Jose,

    I've dealt with this issue in the past at a large grocery coop in Florida and what you are asking for is very precise and has several levels of complexity, depending on the industry you are in. The only add-on product in the market that I know can do what you are asking for is Sales Retrospective Discounts, offered by Dynavistics and my good friend Todd McDaniel.

    dynavistics.com/.../Sales-Retrospective-Discounts.pdf

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,261 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 233,013 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans