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Supply chain | Supply Chain Management, Commerce
Suggested Answer

Line discount issue

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Posted on by 155
Hello everyone
 
I am facing an issue with 2 different Line discount Trade agreements posted for the same item and same period, however D365 does not pick the best Line discount %.
 
Trade agreement #1: 
 
Party code type: Group
Account selection for Line discount group: TestDIS
Product code type: Table
Item A
Line Discount: 40%
Period:1/8/2024 to 1/8/2025
Find next: No
 
Trade agreement #2: 
 
Party code type: Table
Account selection for Customer: Customer 123
Product code type: Table
Item A
Line Discount: 20%
Period:1/8/2024 to 1/8/2025
Find next: No
 
I created a new Sales order for Customer 123 and added Item A.
 
The Line discount is populated as 20%
 
Now I go to the Sales order header and add the Line discount group as "TestDIS".
 
I toggle the option to "Yes" for  - Transfer settings from the header to the lines Line discount group(attached screenshots), and then click on "Save".
 
Now when I go back to the Sales order lines, the Line discount percent should have changed from 20% to 40% as per the Line discount group, but it still remains as 20%.
 
Please could someone let me know if D365 can populate the best Line discount % as per the above scenario.
 
Update order lines_1.jpg
Update order lines_2.jpg
I have the same question (0)
  • Suggested answer
    Adis Profile Picture
    6,868 Super User 2026 Season 2 on at
    Hey,
     
    In my opinion it works by design. Every table where you enter records from which the information is then pulled works in such a way that the most specific record for your case (line) is being pulled.
     
    Hence, the "Party code type: Table" is more specific than  "Party code type: Group",  The idea is to give a general discount for all customers that are linked to the discount group "TestDIS", in order to apply exceptions you can assign a more specific discount group to a specific customer, what you did.
     
    In your case you can either manually change the discount on the sales line and\or you need to remove the condition  with the 20%. 
     
    Kind regards, Adis
  • Guy Terry Profile Picture
    29,019 Moderator on at
    As mentioned by Adis, this is working as documented. D365 FO will first search for a discount at the Party Code = Table, Product code = Table level. Since it finds one it uses that, and since your 20% trade agreement line has Find next = No, it does not continue searching for a better discount.
     
    If you have Find next = Yes on your T/A lines then I think it would work as you want.

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