Sales invoice discounts - for all items sold

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Posted on by VISOL - Sanja Laban

Hello everyone... we need an advanced setup of sales invoice discounts, so I'm interested in your experiences and idea:
1. how to solve it in standard BC solution, if possible
2. which improvements (customization) you think that would be best to solve this problem

Our client has groups of articles to which he wants to grant a discount if the sum of all quantities (lines) on the invoice (belonging to that group of articles) exceeds a certain minimum.

For example item from group A appears on the invoice in 4 lines (because selling location or dimension are different). In the first line the quantity is 100, in the second 50, in the third 50 and in the fourth 100. The adjustment of the discount is as follows:
if more than 100 items from group A were sold on the invoice, a 5% discount must be deducted from all items in group A. If 200 items were sold, the discount is 10%, etc.

Thanks in advance for your help!

Categories:

Dynamics 365 Business Central

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VISOL - Sanja Laban 10 on at

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RE: Sales invoice discounts - for all items sold

Dear Kaspars, I am an Business Central system architect, but I wish to made consultation with community on this task. Usually, I am trying to keep standard solutions whenever I can, but I didn't find right way in this case. We will do extension for bulk items line discount.

Thank you for your time and sharing experiences.

Best, Sanja
KasparsSemjonovs 3,962 Super User 2024 Season 2 on at

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RE: Sales invoice discounts - for all items sold

With customization there are multiple ways how this can be achieved and without knowing business and scenarios, hard to tell the most effective to cover all cases.

Talk with developer / or if You are the developer, talk with business user about the cases that could happen.
VISOL - Sanja Laban 10 on at

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RE: Sales invoice discounts - for all items sold

Dear Kaspars, thank you. I do not want to lost standard functionality to define discount on one item/gropu/customer etc. I think that I will on price list add an boolean which will said "calculate for invoice" and I will add new function "calculate line discount depending on invoice quantity"

Do you think it will work? Beat regards, Sanja
VISOL - Sanja Laban 10 on at

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RE: Sales invoice discounts - for all items sold

Dear Daniel,

Thank you, but we do not need an payment discount. We need an group items discount not depending on one line.

Thank you for your suggestions. BR, Sanja
DAnny3211 9,272 Super User 2024 Season 1 on at

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RE: Sales invoice discounts - for all items sold

hi

look this

community.dynamics.com/.../sales-order-invoice-with-payment-discount---belgium

DAniele
KasparsSemjonovs 3,962 Super User 2024 Season 2 on at

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RE: Sales invoice discounts - for all items sold

This feel like a customization is needed. As standard system checks discounts only on line level and it is not possible to group items.

I would say You need a customization - to create

Item Groups (table and page, enough with just 2 fields - Code and Description)

Add Item group field in Item card.

In Item discounts (Sales/Purchase) (new version would be Price List Line (table 7001)) Add option in "Product Type" drop down list also for Item group and provide the minimum quantity 100 and discount 5%, and another line for Min=200, Discount 10%.

Then on Sales Order - on Release button add code for re-calculating the discounts for Item Groups and adjust all lines.

I am pretty sure there are at least a few extensions that can achieve this, but I haven't worked with such, so cannot advise any.