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Maintaining a Line item Discount with change in Qty.

  • 1.  Maintaining a Line item Discount with change in Qty.

    Posted Dec 26, 2019 01:12 PM
    Is there a way to maintain a line item discount % when you change the order quanity on the line item?

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    Jason Natanson
    Clesen Wholesale
    Evanston IL
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Maintaining a Line item Discount with change in Qty.

    Posted Dec 27, 2019 09:24 AM
    Jason

    Attached is a quick and dirty instruction sheet on adding a line discount to an item/customer combination. There are many combinations this can be done, this is just one.
    Replicate it and fool around a bit.

    Good Luck

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    Alfredo Zelaya
    Sr. Systems Analyst
    Megadyne Americas LLC
    Fairfield NJ
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    Attachment(s)

    docx
    Line Discount.docx   109K 1 version
    pdf
    Line Discount.pdf   172K 1 version
    Academy - Online Interactive Learning from Experts


  • 3.  RE: Maintaining a Line item Discount with change in Qty.

    TOP CONTRIBUTOR
    Posted Dec 30, 2019 07:49 AM
    Thanks for reply Alfredo

    I believe your solution requires setting a line item discount for the customer in advance doesn't it?

    We need to be able to enter ad-hoc discounts (at sales reps discretion) and not have them get wiped out if the qty changes later

    We also need to be able to apply the same discount to every line on 40-50 line orders (we can;t use invoice discounts)

    Thanks

    Mark

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Maintaining a Line item Discount with change in Qty.

    Posted Dec 30, 2019 08:20 AM
    Mark

    You can also set this discount on the Customer Disc. Group or Campaign. Yes, but it should be in advance.
    Bear in mind the basic behavior of NAV. When a Sales or Purchase line is modified, NAV will validate the entire line. If there are no special arrangements with the customer/vendor and the item, NAV will revert back and remove any discounts. You will need to reach out to your developer to bypass that behavior to satisfy your needs.

    Good Luck!

    ------------------------------
    Alfredo Zelaya
    Sr. Systems Analyst
    Megadyne Americas LLC
    Fairfield NJ
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Maintaining a Line item Discount with change in Qty.

    TOP CONTRIBUTOR
    Posted Dec 30, 2019 08:27 AM
    Thanks Alfredo

    I'm familiar with the other options. It does make sense how it works

    We already reached out to our partner, we're just hoping we'd missed a setting somewhere :-)

    Thanks

    Mark

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


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