I can I record two separate discounts on a sales invoice in gp 10.0

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Posted on by TrevorL

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Hi, I'm trying to record two discounts on SOP invoices (on a regular basis). I can use the Trade Discount field no problem, but I need a second field which will also deduct the second discount type from the invoice sub-total. I thought of using the Miscellaneous field, but this will ADD on to the invoice sub-total. Can anyone help please??

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Hi, you can't enter a second trade discount.

You have three options:

1. Use the Mrkdown field at the line level (expand one of the line items and you will see the markdown field - any value you enter here is deducted from the unit price before the extended price for the line is calculated). You could then display the two amounts i the footer of your printed invoice. one equals the trade discount, one equals the sum of the markdown amounts.

The problem is you eithre split the second trade discount amount amongst all lines on the invoice, or you apply it against just one line.

2. Sum the two trade discounts and enter the value in the trade discount field, then manually split the distributions - so two amounts get posted to the GL.

3. use Item Pricing to apply the second discount - if its a straight percentage off the subtotal - then create a pric list for this customer for every item that is say 10% less than the standard price.

Hope this helps.

Ian.

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Victoria Yudin 22,769 on at

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Ian has some great suggestions. A fourth option may be to add a new line item with an item called DISCOUNT. If you use this regularly, you can set up an inventory item for it with the proper description and GL account.

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L Vail 65,271 on at

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Hi all,

I used a little smoke and mirrors to solve a similar requirement.

Using modifier I created the two discount fields. The discount amounts were stored in the DUOS table. When an amount was entered into one of the discount fields, the trade discount amount was updated using VBA. Using VBA and the regular trade discount field allowed me to use the tax engine without coding.

So, visually there are two fields for discounts. The original trade discount is set to view only. One of the discount fields is fed from the Customer Card (I could even feed both if that were a requirement), and the other is a 'type-in' field. Of course, you can type into both fields. Some simple code on the field change scripts and the total is updated - sales tax and everything.

I bring the fields on the invoice and viola!

Kind regards,

Leslie

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TrevorL 335 on at

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Thanks, Leslie. I'm always a bit reluctant to modify stuff and use VBA mainly because I'm not too good at it, but also because of concerns further down the line with version upgrades and the impact thereon, for example.

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TrevorL 335 on at

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Thanks for your help, Ian (and Victoria) - I'm going for using the Markdown field option. By the way, the actual invoicing is done out of a 3rd party product, and we bring the invoice data into GP via Integration Manager. Fortunately, there's currently only one line item per invoice. The printed invoice is currently also generated from the 3rd party app, so no dramas there.

Cheers, Trevor.

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Heather Roggeveen 9,150 on at

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Just to add to Ian's suggestion for any future readers, for option 2, if the split is a fixed percentage, you could code the discount to an allocation account to then take care of the GL posting to two different accounts.

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