Sales credit memo Dsicount

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Hi guys!

How can I apply a discount from a discount template, in a sale that has already been invoiced i.e posted?

At the moment I do it through Sales credit memo> copy document> discount template... but the problem is that the merchandise automatically goes back to the bin, we just want to post a discount on value without affecting the merchandise.

How can I achieve that?

Thanks very much!

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tpupko 2,048 on at

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Hi Pollux1986,

You can create credit-memo with item charge (set discount), allocate item charge to sales line.

Tatiana

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Community Member on at

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Could you explain , if you have time, this procedure ?

Many thanks,

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tpupko 2,048 on at

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Hi Pollux,

The item charge functionality in Dynamics NAV gives you the option to include or change amount in item transaction. It is necessary to use Purchase and Sales documents to post item charges. It is necessary to know certain item transactions (Receipts and Shipments) where you what to assign item charges.

The cost of the item charge is posted to general ledger accounts and linked to the item ledger entries.

You can find the posted item charge in three different windows, depending on the information that you want to find about the item charge. You may want to:

• See the item charge as a general ledger entry.

• See the item charge as a value entry.

• See the item charge from the item ledger entry.

More detail information how to use item charges in sales documents you can find here

msdn.microsoft.com/.../hh168781(v=nav.90).aspx

msdn.microsoft.com/.../hh168603(v=nav.90).aspx

when you put item charge to document line, you can identify discounts.

Example of using item charges for purchase documents

nandeshgowda-navblog.blogspot.ru/.../item-charges-nav.html

Tatiana

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Community Member on at

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Yes, thanks, what I understand, and also the way we use item charges, is as a mean to add charges like freight to purchases or sales documents.

I think, however, that we are aiming at something slightly different.

We have a customer who gets always a discount of 50% on the invoice. This 50% discount, at our customer request, is not to be shown in the invoice document but in a separate document. So our approach was, as mentioned before, creating a sales credit memo and applying to it this discount, but obvioulsy that doesnt work because it automatically posts back all the merchandise sold to that customer in our inventory.

Rephrasing my question, is it possible to give a customer a bonus and this bonus to be related to an invoice?

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tpupko 2,048 on at

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Hi Pollux,

You can create separate Credir-memo or Invoice with Item charges. If you need to see amount in item entries, you need to use item charges.

If you don't need to see customer bonus amount in item entries you can create Credit -memo with GL account and apply to original invoice. You will see documents in Customer ledger entries. Credit-memo with bonus will be applied to original invoice.

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RobertasR 5,004 on at

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Hi Pollux,

as I understand this is kind of 'rebate'. The easiest way to manage it is creating the Credit Memo for the customer and put discount amount straight into the dedicated GL Code. On the same credit memo you can apply it to the original posted invoice, that will take care of the customer statement.

After posting the credit memo, stock will not be returned (as it's the GL credit memo), but the P&L and debtors will have 50% discount as required.

Hope that helps.

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Community Member on at

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I was out of office so sorry for such a late reply.

@Mr. Robertas

What do you mean by " put discount amount straight into the dedicated GL Code" , do I do that in the Sales credit Memo card?

Thanks

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Joshi Suresh 120 on at

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Hi,

1) Create Credit Memo

2) In Credit Memo Line >> Select Type as Charges (Item)

3) In Credit Memo Line >>>> Line Tab >>>>>> Item Charge Assignment

4) Get Shipment Line >>>>>>Suggest Item Charge Assignment

Best Regards

Suresh Joshi

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RobertasR 5,004 on at

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Hi,

yes, when creating the sales credit memo for the customer, on the line choose "Type"="G/L Account", and in the "No." field put the GL number that is used for customer rebates/discounts

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