10 May’19

D365 SalesDiscount Settings for D365 Sales Line Items – Line Items or Per Unit?

For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what type of Discount you want to give out.

This is a simple Organization-wise setting  that you’ll need to set to define how Discount should be given on the Line Item level.

System Setting

Navigate to System Settings and under Sales tab, find this setting
lineItemSetting

You can chose either between Line Item or Per Unit.
options

Discount Behavior

Line Item

Now, when the Discount method is set to Line Item, the Discount value will be given to each of the Line Item regardless of the Quantity
lineItemCalculations

In the above example, the Discount $50 is applied to the entire Line Item entry of 2 quantities of the commodity of the price $1200 is

2 x 1200 = $2400 – $50 = $2350 ($50 Discount given to the Extended Amount)

Per Unit

And in case of Per Unit, the Discount amount of $50 is given to each Quantity in the Line Item
perUnitCalculation

In the above example, the $50 Discount is given to the quantity of commodity of worth $1200 each. i.e.

2 x $1150 ($50 Discount given to each Price Per Unit amount) = $2300

Hence, it vital what setting you want to use while giving Discount to Line Items in D365 Sales

Hope this helps! 🙂

 

Written by

Priyesh Wagh

Sr. Software Developer

Leave a Reply

Your email address will not be published. Required fields are marked *

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Expenses in PSA for Fixed Bid and T&M contracts

    23 August’ 2019

    Problem Definition: One of my clients decided to use Expense module in PSA and to his surprise he could see the amount v...

    Read more
  • Setup Dockers

    23 August’ 2019

    Docker is an independent container platform that enables organizations to seamlessly build, share and run any applicatio...

    Read more
  • Qualify Lead in D365 CE: Select which entity records should be created

    20 August’ 2019

    Wave 2019 Updates brought some really sought-after features. Another one which I would like to bring up is the Lead Qual...

    Read more
  • Early Opt-in for October 2019 Wave 2 Updates

    20 August’ 2019

    August 2, 2019 was when the Wave 2 Updates were to be out. And here we are! By now, you should have gotten the option to...

    Read more
  • Setting Unified Interface App Icons

    20 August’ 2019

    Default App Icons for typical D365 environment look like these.But here’s what you can do to change these to put...

    Read more
  • We respect your privacy.
  • This field is for validation purposes and should be left unchanged.