Amount Value Discount for the Entire Purchase Order

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Posted on by Muneeb

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Hi,

I am using AX 2012 R2 CU7.

I have a Purchase Order with 3 lines (Line1 - Amount = 2000, Line2 - Amount = 1000, Line3 - Amount = 1000). So the total amount for the Purchase Order is - 4000.

Now it is decided to give vendor a total of discount of value amount Rs. 1500 ( NOT in PERCENTAGE). Just put this amount 1500 for the Purchase Order on header level as a total discount amount value and not on line level individually so that the amount should be 4000-1500 = 2500.

Can some one please help me with the steps on how can I achieve this in AX as it is bit urgent.

Would appreciate for some quick help.

Thanks a lot in advance.

Sincerely,

Muneeb

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Muneeb 895 on at

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Hi,

I was looking into the above issue. I have found a way out. Kindly find the details as below:

1. Open the Purchase Order.
2. Goto Purchase Action Tab and Click on Maintain Charges button to open the form.
3. In the charges Code drop down, select the Charge Code of Discount and Category as FIXED and Give the Charge value as the value of the Discount.

Note (NEED HELP ON THIS): This Charge Code - "Discount" should be defined before hand by Considering correct Debit and Credit Account Details.

Refer below image for above 3 points (Consider the numbers for flow on the image)

4. Now click on Allocate Charges button to open the form.
5. Select the values on Allocate Charges form as shown in the below image and then click on Allocate charges.

Refer below image for point 5 and point 6.

6. After above Setup, proceed with the Posting of Purchase Order which would give the discount of total amount value 1500 to the total purchase order value.

Can some one please verify if I am in the correct direction.

Would appreciate for quick help.

Sincerely,

Muneeb

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