Introduction to MS Dynamics 365 Business Central
  Discounts
Ing.J.Skorkovský,CSc.
MASARYK UNIVERSITY BRNO, Czech Republic
Faculty of economics and business administration
Department of Business Management

Discounts
•Use of discounts:
–Support of  „Sales“ actions->lower stock value and better liquidity
–Support of marketing ->get new clients
–Basic incentives for any client
–To differentiate between clients (based on sales in the last period or other criteria)
–Types :
–Price ->modification of Unit Price
–Line ->change the final Unit Price in %
–Invoice Discount ->based on the level of invoiced amount on one document
–

Discount calculations I
•Unit price=100
•Price discount 10 %
•New updated unit price on the cretaed document  = 100*0,9=90
•Line discount 10 % added
•New updated unit price on the  cretaed document = 90*0,9=81

Customer card 1st possibility to access discount setup
Discounts can also be adjusted from the item card.
So either from customer card and it will be automatically
transferred to the item card or vice versa.

Customer card 2nd possibility to access discount setup
Here you can set the different unit prices in absolute values as well as the % discount depending
on the quantity of items.

Customer card-3rd possibility to setup discounts



Basic Blocks
Customer
ITEM
Item Discount
 Group
Customer
Discount Group
Allow Line
Discount
(Yes or No)
Allow Invoice
Discount
(Yes or No)
Sales
header
Sales line
Window used
for Invoice Discount
setup
Window used
for Price Discount sestup
Window used
for Line Discounts setup
Unit Price
Can be access either from
Customer Card or from
Item Card

Window used for Line Discounts Setup (%)
From this window you can see that some discounts are valid for
all customers
or
only for a certain group of customers (Customer Discount Group)
or
for one customer only
Condition for quantity rebate

Window used for Line Discounts Setup (%)
In none of our examples here do we indicate the start or end of discounts in time !!!
With the time limitation of the validity of discounts being one of the basic  requirements !!!

Window used for Sales Line Discounts Setup
Výsledek obrázku pro Discounts
One customer only

Discount combination –similar example as on slide number 3
•Sales Price reduced from 100 to 90
•Line Discount % =10
•Final price after discounts were applied = 90*0,9=81,0
•
•

Invoice discount setup
Invoice discount must be allowed and manually confirmed  before
you start to calculate it !!

Sales Order

•Sales lines of the Sales Order

Invoice Discount calculation

(F7= Statistics)
Sales lines before invoice discount application

Invoice Discount calculation (acces by use of F7 key)
        F7   ->   Statistics


Sales line after applicaton of invoice discount



Sales order print



General ledger entries after posting F9



General ledger entries after posting F9



General ledger entries  after posting F9






Create New customer and item
•Use chosen item template :
•Name: your name and comany (e.g. John´s company)
•Create new item – see if Allow Invoice discount is OK (switched on)
•Used template: TEST_02 (1st template out of 3)
•

Customer card –control about Line discount



Seminar example




Example for training

•   Unit Price Discount Setup
Your customer number
Your item
Your new unit prices
Follow teacherś step´s  !!!
Thresholds for quantity rebates

 Example for seminar
•% Line  Discount Setup
Thresholds for quantity rebates in % discounts


Example for seminar
•Invoice Discount Setup (acces from icone related)


Example for seminar

•Sales Order
More sales  lines are listed here only so you can see the gradual changes
in the types of discounts so that these discounts change depending
on the number of pieces ordered

   Example for seminar

Sales Line of the Sales Order (only Sales Line)-modified Sales Line from previous slides

Example for seminar

Invoice Discount Application : step 1
Use icon Prepare


Example for seminar


Invoice Discount Application : step 2
Posting  Sales Ordes by key F9

Example for seminar

Posted Sales Invoice


Example for seminar


Printed Posted Sales Invoice

Example for seminar

General Ledger Entries

Example for seminar

General Ledger Entries

Chart of accounts I.
Or you can use access from Customer Ledger Entry (last created invoice type)
and subsequent function Find entry

Chart of accounts (set filtr to 6910) II.
Ctrl-F7
(G/L Entries)

Invoice Discount and charges (more detailed explanation)
Amount <10 ->no Discount 5% or Service Charge 7,0  is calculated
Amount >10 and <500  only Service Charge 7,0 is calculated
Amount >=500  only Discount 5% is calculated

Sales order I



Sales order II (Unit price modified) – only line



End of the section
(Discounts)
This is the end
Beautiful friend
This is the end
My only friend, the end…
So why worry now ……