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Microsoft Dynamics AX (Archived)

Sales Line Discount is not automatically calculated

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Hi,

I make a trade agreement for Qty = 5 and Disc Percent = 10%, and I set the combination for Activate Price / Discount. I give a check mark for all of the combination.

When I create Sales Order with qty = 5, my discount percent is not updated. there are no calculate function for Sales Line Discount, right? Am I missing some setup here? 

Thanks in advance

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  • JNANA RANJAN Profile Picture
    35 on at
    RE: Sales Line Discount is not automatically calculated

    Recently I faced the same issue in a testing environment after read out the full block I am not able to fix it. But when I checked the AR parameter the "Prices" there the discount option has been selected as "system started the discount calculation with site and warehouse and also in the sales order, it started updating the link.

    [quote user="blueberrycheesecake"]

    Hi,

    I make a trade agreement for Qty = 5 and Disc Percent = 10%, and I set the combination for Activate Price / Discount. I give a check mark for all of the combination.

    When I create Sales Order with qty = 5, my discount percent is not updated. there are no calculate function for Sales Line Discount, right? Am I missing some setup here? 

    Thanks in advance

    [/quote]

    Also, please check the storage dimension group at the same time.

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Sales Line Discount is not automatically calculated

    Yes, on the PO lines just simply by clicking a button

  • Community Member Profile Picture
    on at
    RE: Sales Line Discount is not automatically calculated

    Hi Guy,

    You are right, Guy. Trade Agreement that not working is the one with the location defined.

    Hi Prashant,

    I agree with your reason. I will make trade agreement setup per warehouse instead of per location.

    thanks all for your help :)

  • Verified answer
    Prashant Singh Profile Picture
    8,802 on at
    RE: Sales Line Discount is not automatically calculated

    Special price per location is not a good idea. In AX location means item position inside inventory. And in AX you can select location on trade agreement but you cannot enable price on storage dimension level.

    Price per warehouse is fine.Reason is you may have special price for a customer nearer to you warehouse. So its logical to have special discount on site/warehouse level. Try this  in test environment.

  • Verified answer
    Guy Terry Profile Picture
    28,751 Super User 2025 Season 1 on at
    RE: Sales Line Discount is not automatically calculated

    I assume you can normally get trade agreement lines to work, and is only this one with a location defined that is not working?

    Since you are not able to tick 'For sales prices' at location level, I think that you cannot expect to be able to define location on a trade agreement line.

    Of course, you could log it with Microsoft (that you can enter a location on a trade agreement line, but it is not working) but they may 'fix' it by making it so that you can't enter a location on a trade agreement line.

  • Community Member Profile Picture
    on at
    RE: Sales Line Discount is not automatically calculated

    Hi Prashant Kumar,

    Do you mean 'from back end' is accessing the setup from the AOT? why can't I tick it directly on the form? do I have any missing setup?

    Hi Guy,

    I want to make a specific discount setup for specific Location Code. so I can't do both of your suggestion :(

  • Suggested answer
    Guy Terry Profile Picture
    28,751 Super User 2025 Season 1 on at
    RE: Sales Line Discount is not automatically calculated

    Hi blueberrycheesecake,

    Its fine to enable 'Location' via Dimensions Display (although somewhat unnecessary if Sales prices are not active at this level). What I don't like is the fact that you have a value in the Location field. I'm surprised AX lets you enter a value in there. Anyway, either specify blank Site/Warehouse/Location on the Trade Agreement line, or only specify those dimensions which you have 'For sales prices' ticked.

  • Suggested answer
    Prashant Singh Profile Picture
    8,802 on at
    RE: Sales Line Discount is not automatically calculated

    I think yes. In my case I have the selection . And same way I told you its coming price for me.

    You can select this for future from back end but that not the good idea to have. If you have no transaction you can try this.

    Screen-Shot-2015_2D00_04_2D00_29-at-1.45.51-PM.png

  • Community Member Profile Picture
    on at
    RE: Sales Line Discount is not automatically calculated

    Hi Guy,

    I can't tick 'For Sales Price' on storage dimension group too. I only setup the dimension display on trade agreement just like Prashant Kumar said.

    Could it be this is the problem?

    Hi Dianne,

    already tried it. not working for me.

    Hi Prashant,

    I already choose Line Discount (Sales) on trade agreement. not working too.

  • Guy Terry Profile Picture
    28,751 Super User 2025 Season 1 on at
    RE: Sales Line Discount is not automatically calculated

    [quote user="Prashant-Kumar"]

    We can add location if we have selected in storage dimension and inventory dimension display. Its coming for me.

    [/quote]
     
    That's weird. I was testing in R3 CU8, and it is not possible to tick 'For sales prices' on the location dimension on the storage dimension groups form. Yet in R1 I am able to.

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