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No discount field visible on sales order invoice lines

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We have a situation, wherein when the user tries to generate an Invoice on a Purchase or Sales order, we fetch a line discount from somewhere and put it into the Line discount field on the invoice lines.

For a Purchase order invoice line, the Discount field is visible on the invoice lines. But for a Sales order invoice, the invoice line does not seem to have that field

1. Any reason why?

2. Also, even if the field itself is not visible, is it possible to make sure that the invoice line has a Line discount calculated, and posted with the sales invoice? This would be at the time the invoice is being generated or just before clicking on Post

3. If not, any workarounds? However, being able to accomplish #2 would be the best

PO invoice

1273.po-invoice.PNG

SO invoice

4807.so-invoice.PNG

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Satish Panwar 14,671 Moderator on at

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RE: No discount field visible on sales order invoice lines

Hello erp_learner,

The PO and SO forms are different and having something on one form doesn't mean it will be same on other form. Agree that they follow similar structure.

Now for discount, SO form does work with discounts. Make sure you have it entered on SO line, try to click on totals to verify. Then post invoice and verify that discounts are posted.

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Ludwig Reinhard Microsoft Employee on at

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RE: No discount field visible on sales order invoice lines

moved to d365 forum

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André Arnaud de Cal... 299,507 Super User 2025 Season 2 on at

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RE: No discount field visible on sales order invoice lines

Hi erp learner,

There is a reason why there is a difference. When you enter the invoice, there can be differences in PO settings and the actual discounts on the invoice. An AP clerk can then put in the correct discounts and if there are differences, you can setup when it will require an approval or not.

For sales invoices, the discount is already determined on the Sales order. A confirmation has been send with all discount details. In that case, there is usually no reason to change it on the Invoice posting form. When something is incorrect, change it on the SO; then post the invoice.

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Marianw on at

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RE: No discount field visible on sales order invoice lines

Hi Erp Learner,

Thank you for using Dynamics 365 Finance Communities.

To add to the responses already on this thread, here is the link for more information on where the discount is entered for the sales order document.

Create sales orders

docs.microsoft.com/.../create-sales-orders

Please help to verify if this thread has been answered by marking answered on the post.

Thank you very much!

Regards,

Marian Wrice

SR Support Engineer

Dynamics 365 Finance

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Ludwig Reinhard Microsoft Employee on at

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RE: No discount field visible on sales order invoice lines

Hi

Isn't there a totals button available in the invoice form that allows you to check what will be invoiced?

Best regards

ludwig

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Marianw on at

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RE: No discount field visible on sales order invoice lines

Hi ERP Learner,

I hope all is well on your end.

Wanted to check in please to see if your questions have been answered?

If you can help close the thread if the question has been answered, much appreciated.

Regards,

Marian

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