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Can anyone let me know about the discounts to be applied on to the project invoice?
How can one give discount to the customer on a project invoice?
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Hi,
In the invoice proposal form you can identify the transactions that you are going to invoice in the invoice proposal transactions section.
There is a button available there that says 'create fees'.
By creating a negative fee you can incorporate a discount in your invoice.
Best regards,
Ludwig
Thanks a lot Ludwig..!!!
Kind Regards
Sarang
Hi Ludwig,
I am facing challenge to create discount in Time and material project. I have two scenarios of discount :
1. Discount on Bill
2. Discount on Hour.
This is the scenario for law firm, here fee is also mapped as a soft cost, that is our expense will be the sum of Expense and Fee. in this scenario how we can give discount on bill.
Similarly, in second scenario, customer wants to give discount only on Hour amount and discount amount should be distributed proportionally on line amount because receivable of each resource will also reduce.
Please suggest, how we can map these scenario in AX without any major customization.
Regards,
Onkar Jha
Hello Onkar Jha,
Can you provide some more detail on discount on bill?
I do not fully understand this scenario.
Maybe you can provide a simplified example?
Following are the discount scenario and its distribution on line:
We have mapped soft cost through fee journal, because, customer doesn't book expense for soft cost but book revenue of soft cost.
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