Discount on the PO

(0) Share

Report

Posted on by Community Member

We need to implement a discount percentage on entire PO’s and am currently unsure how this should be entered into AX. I would prefer not to have to add a % per line but I can if that is best. Is there a way to enter it on the PO as a whole?

We need it to be on each line item

The Total discount % didn’t appear to change anything when I populated it with 10%.

*This post is locked for comments

I have the same question (0)

All responses (21)

Answers (1)

Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hello Ray,

Do you think that negative charges might be an option for you instead? You can setup charges for the PO Level and allocate the charges to the PO lines simply by clicking a button. Might be a feasible workaround to get things allocated to different PO lines quickly.

Hope it helps,

Ludwig

Was this reply helpful? Yes No
Guy Terry 28,924 Moderator on at

Like (0)

Report

Hi Ray,

Do you want the discount to effect the cost of inventory? From memory, if you use Total discount (which is applied to the header) it won't. If you use Line discount, it can, if you want it to.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

We want to effect the cost yes and we need to have it on the vendor level as we need to do it for all the PO for that vendor he will give us 10 0r 5 % always on his agreement's.

Was this reply helpful? Yes No
Suggested answer

Weaveriski 23,620 Moderator on at

Like (0)

Report

Your total discount was the correct approach.

1. Check total discount is activated in the Procurement Setup. (Setup>>Price/Discount>>Activate Price/Discount (Total Discount Tab)

2. Enter the % total discount in the purchase header.

3. Select invoice and set the parameter to "ordered quantity" and then select the totals, you will see the 10% applied.

How it appears on your purchase order in part depends upon how it is designed, it does not take it off each line, it takes it off the total. This is not item specific as a discount, but as you say, 10% off the vendors agreement which is what you seem to want!

Was this reply helpful? Yes No
Weaveriski 23,620 Moderator on at

Like (0)

Report

Just to add, it will not impact on the individual cost of each item, to do this it would be by line from memory - the discount impacts on the invoice whilst the inventory costs are the item, hits the vendor invoice discount account, so maybe not what you want if you want each inventory cost reduced as well. I thought there was a way to apply the discount at item level, but it seems not from the total discount, but perhaps someone else can confirm that!

Was this reply helpful? Yes No
Suggested answer

Guy Terry 28,924 Moderator on at

Like (0)

Report

I think you will need to use a Purchase line discount. You can create it (via a Price/discount agreement journal) for a specific vendor and all items, and it will be applied to all PO Lines for that vendor.

As long as there is no Purchase discount account defined on the Item's Posting Profile, AX will post the discount amount to the inventory account.

Was this reply helpful? Yes No
Weaveriski 23,620 Moderator on at

Like (1)

Report

Sounds like a better option :-)

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Guy,

That helps but how can we make it to apply for all this vendor Po's in other words the vendor told us you will get 10% from now on for all your current agreements.

Should we add this discount on the vendor level or agreements level.

On the other hand which one override the other agreements or vendor discounts

Was this reply helpful? Yes No
Weaveriski 23,620 Moderator on at

Like (0)

Report

Add it as an agreement applying to all items

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

can you please send me the steps to do so.

Was this reply helpful? Yes No