TOTAL DISCOUNT IN PO

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Can anyone suggest me the the settings for total discount on PO. I am using Dynamics AX2012. For example i have created an order which includes say 5 items and total amount is coming $125. But the supplier gives me a total discount of 25$. So PO should include $120 only. please provide me the settings required.

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André Arnaud de Cal... 301,051 Super User 2025 Season 2 on at

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Hi,

What is the situation? 125 - 25 = 100. Why should the PO have 120?

What are the conditions from the vendor to provide the discount? What is the minimum amount for getting the discount?

Setup:

Activate discount. (Procurement & Sourcing, Setup, Price/Discount, Activate Price/Discount

Optional: setup Price/Discount groups

Create a trade agreement for the total discount from the vendor (or a group or all)

Released product: Enable the field 'Total discount' on the fasttab 'Purchase'. (Per product which is taken into acccount for the discount)

Process:

Create the PO

On Tabmenu 'Purchase' click the button Total discount. The discount will be calculated.

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Community Member on at

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Hi Andrew... sorry for the wrong value. As you said PO value is 100. There is no condition for the discount. It depends on Vendor, total amount etc. After bargaining may be vendor is accepting a specific amount as discount. So Discount may be only for a particular purchase order NOT for all the purchase order from that supplier or not always for a particular item.

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André Arnaud de Cal... 301,051 Super User 2025 Season 2 on at

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It is possible to enter the total discount % on the order header itself (fasttab Price/Discount) withou using all the setup above...

If you want to enter an amount, you can think on creating a negative charge on the PO header.

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Community Member on at

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Thanks Andrew. Could your please explain steps/setups for creating Negative charge in PO Header

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lally 8 on at

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Hi Andrew ,

Can you explain about the creating Negative charge in PO header ?

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André Arnaud de Cal... 301,051 Super User 2025 Season 2 on at

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Hi Lally,

You can setup charge codes by navigating to: Procurement & Sourcing, Setup, Charges, Charge code.

Setup with debit: Ledger account; credit Customer/Vendor.

On the PO you have to go to the menutab 'Purchase' and select 'Manage charges'. You can then enter the carge code and a negative charges value.

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Ran Soentjens 11 on at

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Hi André. How do you enter a total discount % on the PO header (fasttab Price & Discount)? The percentage field is blocked for entry, so the only other way I see it is to setup a bunch of Trade Agreements and select no of the previous setup options.

Or is there a way to unblock this field?

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N Santosh Kumar 40 on at

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In case of discount amount is not based on any Trade Agreement and you need to apply the discount value on Total PO value than follow the steps below:

After product receipt process, when you will use invoice tab -- invoice window will open then click on the total Summary -- there you can enter the total discount value in Total discount field.

You can see the net amount will accordingly adjusted.

For posting ledgers you need to defined the ledgers in Account for Automatic transactions -- Vendor invoice discount (General Ledger Set up )

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