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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / customer rebates in pr...
Finance | Project Operations, Human Resources, ...
Suggested Answer

customer rebates in project module

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Posted on by Daniel Ric 5

Hello,

I'm trying to use customer rebates in project module.

I have everything set up the way I need but when im using the project module to generate my sales order, I'm not able to process the rebates even though they show in the price details in the product lines on the project sales order.

Have any of you experienced the same problem?

Is there any way to process customer rebates within the project module? Or outside i don't care as long as I can process said project sales orders. 

If you need more information from me, just let me know, ill come back asap.

Best Regards and thanks in advance,

Daniel

  • Daniel Ric Profile Picture
    Daniel Ric 5 on at

    and I want to add, in Sales & Marketing the setup works fine, after booking the order i can pull my rebates, just not in project.

  • Suggested answer
    Matthew Lazowski Profile Picture
    Matthew Lazowski 3,163 on at

    Discount functionality only works on products but not on PSA's time, expenses or fees.

    In PSA, on your sales order, you can update prices up or down using Update Prices button and entering a percentage from the list of role prices on the price list. This works for hourly/daily rates for tie only.

    On top of that you can provide discounts on order and order line level.

    Not all these discounts will get aggregated on the order on the PSA/PO form.

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