Skip to main content
Business Central forum
Answered

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

editSubscribe (0) ShareShare
ReportReport
Posted on by 118

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.

pastedimage1664909008833v1.png

Thank you,

Categories:
  • Verified answer
    LizHK Profile Picture
    LizHK 118 on at
    RE: When a line item is omitted from Invoice Discount% - where to check?

    Thank you for your suggestion - Tax is taken care of - both are prior tax. I went through Posted Shipment and line by line I checked the price and all the other lines were 5% off (which was our promo) and that line had 0% off - upon checking the comment it looks like the item qty may have been changed after putting in discount and I'm guessing that may have thrown off the discount calculation. It looks like original order was 20 and qty changed to 24 so by doing that, that row got excluded from the discount--- I will play around and experiment and see how that happens. We are communicating in our company in the future to make sure the invoice discounts gets put in right before it gets posted in case that is the issue.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 59,978 Super User on at
    RE: When a line item is omitted from Invoice Discount% - where to check?

    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

  • LizHK Profile Picture
    LizHK 118 on at
    RE: When a line item is omitted from Invoice Discount% - where to check?

    Sorry I don't think I was clear -

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

    pastedimage1664919235490v1.png

    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.

    pastedimage1664919352257v2.png

    However, when I ran pastedimage1664919560990v3.pngreport 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,

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,415 UG Leader on at
    RE: When a line item is omitted from Invoice Discount% - where to check?

    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....?

  • LizHK Profile Picture
    LizHK 118 on at
    RE: When a line item is omitted from Invoice Discount% - where to check?

    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!!

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,714 Super User on at
    RE: When a line item is omitted from Invoice Discount% - where to check?

    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.

  • LizHK Profile Picture
    LizHK 118 on at
    RE: When a line item is omitted from Invoice Discount% - where to check?

    Thanks but that feature is not enabled in our environment.

    pastedimage1664915592383v1.png

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,714 Super User on at
    RE: When a line item is omitted from Invoice Discount% - where to check?

    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.

  • LizHK Profile Picture
    LizHK 118 on at
    RE: When a line item is omitted from Invoice Discount% - where to check?

    Where to check that info?

    Thanks,

  • LizHK Profile Picture
    LizHK 118 on at
    RE: When a line item is omitted from Invoice Discount% - where to check?

    Sorry where to check that?

    Thanks,

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,068 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,591 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans