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Discounts, line and invoice

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Hi,

I have two questions regarding discounts.

1. We’ve discovered something odd in BC. We had a quote where the customer received a 5% discount on certain items. When we later converted the quote into an order, the customer wanted to change the quantity of some items. When the quantity is changed, the discount rate disappears. Has it always been like this?

2. While we're on the topic of customer discounts, we tried using the “Invoice Discount” field in BC a long time ago. It seems very practical when you have an order with many lines, as it saves you from having to apply a discount on each individual line. Unfortunately, that line doesn’t appear on our invoices, so the customers aren’t very happy about it. What is required to make the invoice discount work?

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Rishabh Kanaskar 5,482 on at

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Discounts, line and invoice

Hi,

Yes, this is standard behavior. When you change the quantity on a converted quote, the system recalculates prices and discounts. If the discount was manually entered, it will be cleared unless you reapply it or set up a Sales Line Discount in the pricing setup.

Invoice Discount works if you configure Customer Invoice Discounts (Customer Card > Related/Navigate > Invoice Discounts). To show it on the printed invoice, the report layout must include the invoice discount fields. If your layout doesn’t show it, you need to modify the report or use a layout that supports invoice discounts.

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Rishabh

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YUN ZHU 93,917 Super User 2025 Season 2 on at

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Discounts, line and invoice

Hi, You can try the following function.

Thanks.

ZHU

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OussamaSabbouh 1,962 on at

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Discounts, line and invoice

Hello,

Regarding the issue with the discount rate disappearing when changing the quantity of items in a converted order from a quote, this behavior can occur in Microsoft Dynamics 365 Business Central. When you set up line discounts, they are typically tied to specific conditions, such as minimum quantities. If the quantity entered does not meet the criteria for the discount, the discount percentage may not display. In your case, if the new quantity does not meet the minimum quantity required for the 5% discount, it will not apply. This is consistent with how line discounts are designed to function in Business Central, where the discount is contingent upon the quantity specified at the time of order entry.

To ensure that the invoice discount appears on your invoices, you need to follow these steps:

Open the customer card for the relevant customer.

Navigate to the invoicing tab and locate the "Invoice Discount Code" field. Ensure that this is set correctly for the customer.

Specify a minimum amount for the invoice discount to apply. This dictates the total amount the customer must reach for the discount to be applicable.

Set the discount percentage that will be applied to the invoice total.

Check the sales and receivables setup to ensure that the "Calculate Invoice Discount" option is enabled. If this is not checked, Business Central will not automatically apply the invoice discount to the order.

When creating the sales order, after entering the relevant details, you can manually trigger the calculation of the invoice discount by going to Actions > Functions > Calculate Invoice Discount. Confirm the prompt to apply the discount.

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Nimsara Jayathilaka. 4,826 on at

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Discounts, line and invoice

Hi

Yes, line discounts disappear after quantity change if no matching discount rule exists and Invoice discounts need correct setup and invoice report layout modification to display them on printed invoices.

https://community.dynamics.com/blogs/post/?postid=a0f60c0d-1800-4369-951c-b21ea9b1e746

https://bcdocs.staedean.com/md/en-US/sales-how-record-sales-price-discount-payment-agreements.md

Nimsara-

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Pallavi Phade 2,663 on at

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Discounts, line and invoice

Namaste @MS-30040609-0

Answers to your below Queries in blue .

1. We’ve discovered something odd in BC. We had a quote where the customer received a 5% discount on certain items. When we later converted the quote into an order, the customer wanted to change the quantity of some items. When the quantity is changed, the discount rate disappears. Has it always been like this?

Pallavi - System always referesh whenever there is change in qty , unit price , discount, line amount . Becuase if we do not reset the values , old values will be set and it has precedence .

Example :: Qty is 10 , unit price is 10 then Line amount = 100 ; IF qty changed to 12 , and unit price is 10 then line amount should be set as 120. Discount % plays an important role on line amount . Hence it resets and its correct

2. While we're on the topic of customer discounts, we tried using the “Invoice Discount” field in BC a long time ago. It seems very practical when you have an order with many lines, as it saves you from having to apply a discount on each individual line. Unfortunately, that line doesn’t appear on our invoices, so the customers aren’t very happy about it. What is required to make the invoice discount work?

Pallavi - I have calculted invoice discount % as below in sales Invoice

You can check in Invoice Statistics

To get impact of Discounts , you need to setup in Sales & Receivables Setup

If you feel this helped , Please mark as "Verified"

Regards

Pallavi Phade

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Valentin Castravet 30,473 Super User 2025 Season 2 on at

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Discounts, line and invoice

1. Your discounts are probably set up with certain criteria such as minimum quantity requirements. When you change the quantity the system recalculates the discount and checks if it still applies.

2. You need to customize the report layout to display the invoice discount.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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