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Hi,
We have a scenario where we have created a Sales Invoice with 4 lines. 3 of the lines, through set up, have the "Allow Invoice Discount" box ticked. We do want to apply a discount to this invoice, but we want it to come off one of the lines only. However , when we input the discount via Related > Invoice > Statistics > Inv. Discount Amount, it is pro-rating the discount among the three lines that are allowing the discount.
Does anyone have anyway of getting around this, and only applying the discount to one line? I dont think the Line Discount % field will work in our case and this doesnt show on the face on the invoice (and also we have a few of these monthly so this would be an extra step for someone to work out the %)
Thanks
Sean
Hi Sean, is the feature "New sales pricing experience" turned on?
Hi Peter,
Thank you for the above response. I think this would be our preferred solution. However, in this case, the "allow invoice discount" field is grayed out and cannot be changed on the invoice line. Is there another setting anywhere to make this an editable field?
Kind regards,
Sean
Hi Sean
If you expose the filed "allow invoice discount" (boolen) on your sales lines, and untick the ones you dont want the discount to be applied and then calculate invoice discount, this will be reflected correctly.
By default, this will be taken from the price list, but it can be changed on the line.
If you untick after the discount was calculated, it zero out all the discount so it will need to be recalculated again (inv. disc amount field will show this).
Hi There
Refer to the line item discount % is that what you used?
If not, can you please advise where is this "Allow Invoice Discount" Field as I do not see it on the sales invoice
Pl include a screenshot more details if this does not solve your requirement
regards
Vinita
The obvious answer will be to use the line discount and modify the invoice layout so that the line discount basically is presented as invoice discount.
But if that work around is not good enough you will need some customization to meet your requirements or you can check in AppSource if you can find any apps covering this scenario.
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