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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Discount in Apply Cust...
Small and medium business | Business Central, N...
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Discount in Apply Customer Entries

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Posted on by john.ellis 3,518

Hi:

As shown in the screenshot below, the $50.00 discount enacted within the first line item's "Remaining Pmt. Disc. Possible" field of the Cash Receipt Journal's Apply Customer Entries window is not reducing the total amount of the $69.99 invoice.

The total should be $19.99.  But, this is not happening.

Why not?

Thanks!

John

InkedCapture_5F00_LI.jpg

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Dallefeld Profile Picture
    Dallefeld 215 User Group Leader on at

    1. Is the invoice within the period to take the discount?

    2. What do the Preview Posting look like for the customer ledger?

  • john.ellis Profile Picture
    john.ellis 3,518 on at

    Hi Kim:

    The invoice is not necessarily within the discount period.  But, that's the point.  We want to override the calculation and enact our own discount on the fly regardless of how the system is set up with payment terms.

    The Preview Posting does not show posting to a discount account.

    So, for some reason, this override is not working in A/R as it does in A/P.

    John

  • Dallefeld Profile Picture
    Dallefeld 215 User Group Leader on at

    what country is your database. There is a feature in some countries for the payment terms to disregard discount calculations.

    I just tried a few entries in the NA version and could not get the system to take the discount.

  • Dallefeld Profile Picture
    Dallefeld 215 User Group Leader on at

    Found the answer!!!

    You MUST have the Document Type on your journal line set to PAYMENT!!!

    Amount to apply should be 69.99 and put 50.00 in the Rem Pmt Disc Possible.

    Worked perfectly when done correctly!

  • Dallefeld Profile Picture
    Dallefeld 215 User Group Leader on at

    And you can see that it will work correctly in the preview posting.

  • john.ellis Profile Picture
    john.ellis 3,518 on at

    Hmm.....I had already placed "Payment" as the Document Type.

    I did try this again, just now, but still could not get it to work unless I manually calculated the final amount of the invoice and placed that amount in the "Amount to Apply" field.

    This is also a US instance of Business Central.

    And, Preview Posting did not specify a discount account.

    Weird.

  • Dallefeld Profile Picture
    Dallefeld 215 User Group Leader on at

    I left the amount to apply alone and entered the rem pmt disc amt.  I did find references to the fact that the pmt disc date must be less than today so I override those dates also....which I think I forgot to mention.

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