When a line item is omitted from Invoice Discount% - where to check?

(0) Share

Report

Posted on by LizHK

191

Hi, I'm still trying to learn Business Central - it's way too complicated for my liking.

I've been running some reporting for sales/return details through posted sales invoice and posted credit memo combination and run with item/customer statistics to match the #, but this month I have encountered some issues.

Basically, we started to use the invoice discounts and using total discount $ and total amount$, I calculated the average of discount and applied to each rows of posted sales invoice lines.

The totals matched up for invoices but when for each items they do not match and when I drilled through I realized one of the items in Item Ledger Entries show that it did not get the discount applied.

I'm trying to figure out why this is caused - What excludes the item from being discounted from total invoice? It DOES have Allow Invoice Disc. True so I don't think that's the case but other than that I'm out of ideas.

Allow Invoice Disc.

true

Any Insights on this? For example below the highlight one didn't get the discount but rest did.

Thank you,

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (11)

Answers (1)

Suggested answer

Dallefeld 211 User Group Leader on at

Like (0)

Report

Whats your invoice discount setup look like?

Was this reply helpful? Yes No
LizHK 191 on at

Like (0)

Report

Sorry where to check that?

Thanks,

Was this reply helpful? Yes No
LizHK 191 on at

Like (0)

Report

Where to check that info?

Thanks,

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,111 Moderator on at

Like (0)

Report

When you define sales price lists you can tell if the system allows line discount and invoice discount in addition to the price on the price list. So please start by checking for sales price lists for that specific item.

Was this reply helpful? Yes No
LizHK 191 on at

Like (0)

Report

Thanks but that feature is not enabled in our environment.

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,111 Moderator on at

Like (0)

Report

That message just means that the new sales price experience is not activated in your environment.

You can still have defined sales prices for your items through the old sales price experience.

Was this reply helpful? Yes No
LizHK 191 on at

Like (0)

Report

Would you be a little more specific - I'm not sure what place you are referring to exactly. I do Item Discount Groups, etc but never have defined the specific item that way (for that specific group of products - they are not defined as far as I know . If you could tell me in which menu(page) that I can see if there is a setting that someone else had put in that I didn't know about that would have caused it to be missing out from invoice discount, that'll be very helpful. Thank you so much!!

Was this reply helpful? Yes No
Suggested answer

Dallefeld 211 User Group Leader on at

Like (0)

Report

So your screen shot is showing that the line did give an invoice discount...

So you are simply doing invoice discounts at the customer level, correct.?

What do you mean that the discount does not show in the item ledger entries?

And how can the total be right but the lines don't match the total....?

Was this reply helpful? Yes No
LizHK 191 on at

Like (0)

Report

Sorry I don't think I was clear -

I believe the order processor put in discount % in the sales order like below:

The Posted Sales Invoice Line item do not seem to have each discounted $ from invoice discount in each rows so I used below values get % values to have updated total. (Discount here is (169.66/(169.66+3403.94) - 4.748% so applied it in all rows of this discount- therefore total invoices matched sum of each rows of my updated values.

However, when I ran report to double check, the numbers didn't match for items and were slightly off so when I dug through I learned that all the rest of rows with sales had 5% discount (instead of 4.748%) and one row had 0% discount (through item ledger entry)- thus overall discount of 4.748%. I also confirmed with the order processor that she put in 5% overall discount.

There were a few more of these that were throwing my numbers a bit and was wondering why this is happening.

Thanks,

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,739 Super User 2025 Season 2 on at

Like (0)

Report

Hi, Could it be a tax issue?
From your screenshot it looks like the amount in the line is excluding vat.

5% -> 4.748%, I'm not sure, is it 5% after calculating the price including vat?

Hope this can give you some hints.

Thanks.

ZHU

Was this reply helpful? Yes No