Discounts

johnnyc313

This may seem like a silly question.... But we have a customer who always gets a 50% discount on all invoices. How can I set this up in Navision?

Timo_Lässer

Customer Card -> [Sales] -> [Invoice Discounts]

Currency  Minimum  Discount %  Service
Code      Amount               Charge
          0,00      50          0,00

johnnyc313

Hi,

Thanks for your reply, I tried doing what you suggested before I posted, but it is not showing when I put an invoice on. Is there some way I need to assign the code to the customer or something?

Marije_Brummel

In Sales Order Do

Functions --> Calculate Invoice Discount;

Then check the Statistics (F9);

johnnyc313

Mark Brummel wrote:

In Sales Order Do

Functions --> Calculate Invoice Discount;

Then check the Statistics (F9);

Tried this too, no discount is shown. Also tried checkin Calculate Invoice Disc in S&R Setup.

Timo_Lässer

Oh yes, you have two options:
1. You have to calculate the invoice discount manually each time
2. Check the field "Calc. Inv. Discount" in the "Sales & Receivables Setup"

If you choose the 2nd option, Navision (re)calculates the Invoice Discount on:
- show sales statistic (F9)
- Release Document
- Post Document

johnnyc313

I have tried both options and still it's not working. I don't understand what I am doing wrong.

Kowa

There is a boolean field "Allow Invoice Disc." in the Sales Line. If this isn't ticked no invoice discounts are calculated. In an Type::Item line it is copied from the item ( default TRUE), but for G/L Account, Resource, Fixed Asset and Item Charge the default is FALSE.

Marije_Brummel

@Kowa

The "Allow Line Disc" is of no influence on Invoice Discount, only on Line Disounts.

Greetz,

Marq

Kowa

Mark Brummel wrote:

@Kowa

The "Allow Invoice Disc" is of no influence on Invoice Discount, only on Line Disounts.

Greetz,

Marq

I disagree . Take a look at CU 80

IF "Allow Invoice Disc." AND (TempVATAmountLine."Inv. Disc. Base Amount" <> 0) THEN
IF QtyType = QtyType::Invoicing THEN
"Inv. Discount Amount" := "Inv. Disc. Amount to Invoice"
ELSE BEGIN
TempVATAmountLineRemainder."Invoice Discount Amount" :=
TempVATAmountLineRemainder."Invoice Discount Amount" +
TempVATAmountLine."Invoice Discount Amount" * "Line Amount" /
TempVATAmountLine."Inv. Disc. Base Amount";
"Inv. Discount Amount" :=
ROUND(
TempVATAmountLineRemainder."Invoice Discount Amount",Currency."Amount Rounding Precision");
TempVATAmountLineRemainder."Invoice Discount Amount" :=
TempVATAmountLineRemainder."Invoice Discount Amount" - "Inv. Discount Amount";
END;

as well as the function "UpdateVATOnLines" in the Sales Line table
IF "Allow Invoice Disc." THEN BEGIN
IF VATAmountLine."Inv. Disc. Base Amount" = 0 THEN
InvDiscAmount := 0
ELSE BEGIN
TempVATAmountLineRemainder."Invoice Discount Amount" :=
TempVATAmountLineRemainder."Invoice Discount Amount" +
VATAmountLine."Invoice Discount Amount" * LineAmountToInvoice /
VATAmountLine."Inv. Disc. Base Amount";
InvDiscAmount :=
ROUND(
TempVATAmountLineRemainder."Invoice Discount Amount",Currency."Amount Rounding Precision");
TempVATAmountLineRemainder."Invoice Discount Amount" :=
TempVATAmountLineRemainder."Invoice Discount Amount" - InvDiscAmount;
END;
IF QtyType = QtyType::General THEN BEGIN
"Inv. Discount Amount" := InvDiscAmount;
CalcInvDiscToInvoice;
END ELSE
"Inv. Disc. Amount to Invoice" := InvDiscAmount;
END ELSE
InvDiscAmount := 0;

Even if line discounts are not allowed ( e.g because of very low prices), invoice discounts can still be possible and are handled separately.

Marije_Brummel

OK, sorry, I thought you meant Sales Line Disc.

8)

dm

Just tried it myself:

on Sales&marketing - setup - sales and receivables: Check 'Calc. Inv.Disc.' and 'Calc. inv. Disc. per VAT'

on 'Customer Card' - 'Sales' - Invoice Discounts':

Code Currency Minimum Amount Discount % Service Charge
30000 0.00 50 0.00

where 30000 is the customer number

With this setup, Discount is calculated nicely and automatically.

dm

Marije_Brummel

Yes, it works fine. My bad, sorry.

Savatage

We use Invoice Discounts too - works fine.

ecclectic

hi,

there's a scenari that's driving me crazy. for one particular customer, on processing s quote, s order or s invoice, on pressing F9, the inv disc field is disabled, which prevents me from entering disc

thanks for ur help

Marije_Brummel

Do you mean only the Discount field or the whole form?

If you open the Sales Statistics form and look in the OnOpenForm trigger you will see that it gets non-editable when it is not properly setup.

gadzilla1

Greetings,

This is an awesome post by the way - great information.

I've been working on keeping the "Allow Invoice Disc." value as false on the Sales Order Subform when a new item is added. No matter what I do, what I try, it keeps popping back up as true. I need the initial value to be false.

I must be missing something obvious..any ideas? I'm pretty new to this so if what I'm proposing goes against the NAV grain I apologize!

Any help is appreciated. Thanks.

Kowa

The initial "Allow Invoice Disc." in the sales line is just copied from the Item's "Allow Invoice Disc." field when the item no. is entered.

CASE Type OF
  ...
  Type::Item:
    BEGIN
      GetItem;
      ...
      "Allow Invoice Disc." := Item."Allow Invoice Disc.";