Problem:
Business Central keeps clearing the Invoice Discount I enter in Sales Line Summary on a Sales Order. I need to assign a discount to this one invoice, and it doesn’t want to allow me to do it. Do I need to set up an Invoice Discount record for this customer then delete it when I have completed this invoice? I don’t want invoice discounts to be applied to other invoices for this customer.
Solution:
If the sales order lines contain items, the items may not be set up to Allow Invoice Discount. This is a setting on the Item card. Without at least one line allowing invoice discount, BC will not accept a value in the Invoice Discount % field because there is nothing to apply the discount to.
You do not need to go to the Items to change this setting globally. You can set the lines on your order to Allow Invoice Discount for this “one off” invoice. Go to Personalization and show the Allow Invoice Disc. Column on the lines. You will most likely find this value is unchecked on your sales lines. Check the lines to be included in the invoice discount. Enter the Invoice Discount % in the Invoice Line Summary.
How Allow Invoice Discount settings default on sales lines
1. Items – Allow Invoice Discount is checked or not checked on sales lines based on Allow Invoice Discount setting on Item card.
2. Charge (Item) and GL accounts – Allow Invoice Discount is not checked by default on sales lines.
3. Resources – Allow Invoice Discount is checked by default on sales lines.
BONUS: Did you know you can enter an amount in the Inv. Discount Amount Excl. Tax field in the Sales Line Summary instead of entering a percentage? The system will calculate the percentage for you allowing you to enter rounded or whole amounts for invoice discounts if negotiated.
