web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to set up line dis...
Microsoft Dynamics AX (Archived)

How to set up line discounts for all customers, all items for a special one time promotion?

(0) ShareShare
ReportReport
Posted on by mrumsey 7

We are running a special promotion to allow customers to get a discount if orders meet a certain dollar amount.  I want to enter and add the discount at the order level.  Can you provide any info on how to set up?  I have a discount set up for a specific customer group which is working great but want to now set up and enter at the time the order is entered.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,671 Moderator on at
    RE: How to set up line discounts for all customers, all items for a special one time promotion?

    When you setup your discount, instead of selecting group, Select All and then discount is applicable to all customers. In addition, if you set the parameter, the total discount will start to show it's impact right away on the invoices (not order entry. For order entry someone has to get this calculated). To avoid missing it, setup the parameter.

    organicax.com/.../

    Thanks,

    Satish Panwar

    Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

  • mrumsey Profile Picture
    mrumsey 7 on at
    RE: How to set up line discounts for all customers, all items for a special one time promotion?

    Thank you....however, I only want to provide discounts when the orders meet the specific criteria (see example below)  not on all.  That is why I would like to do at the order level.  Is there a way I can remove the journal I tested with “all”?  It’s in our test environment, however, I want to further test other options so need to delete?

    Purchase orders totaling $10,000-$49,999 receive a 3% discount

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,671 Moderator on at
    RE: How to set up line discounts for all customers, all items for a special one time promotion?

    Hi mrumsey,

    Go to any vendor, then on procurement action tab, click on 'trade agreements', here you should be able to see what you create earlier (given that you created for all vendors/items).

    On the form, select the line that you want to edit and click on edit selected line, on next screen select journal, on clicking ok, it will show you journal line where you can edit/expire/change data and then post again. Once you do that, your previous record is expired and new one takes effect. Hope this helps and you are able to proceed with testing.

    Thanks,

    Satish Panwar

    Please help verify answer(s) if they guide you in right direction so other community members can also benefit from your question with verified answer.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Tocauer Profile Picture

Martin Tocauer 4

#2
Community Member Profile Picture

Community Member 2

#2
Nayyar Siddiqi Profile Picture

Nayyar Siddiqi 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans