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Discount invoice for organizations

[Music] we've looked at line discounts now we will have a look at invoice discounts invoice discounts are applied to the hold invoice as opposed to individual lines on an order the total amount of the invoices discounted by whatever the value of the invoice discount is so we'll have a look at setting this up to set up an invoice discount for a customer we'll need to first go to the customer list and open our customer card for this example we'll be looking at the Canon group and under the invoicing tab there is a field called invoice discount code by default this is set to the current customers customer number which you can see in the top left is 10 000 here as well set to 10 000 in the invoice discount code we can set this to a different customer's number if we wish to if that customer has already been set up with invoice discount conditions that we want to copy to this customer alternatively we can use a pre-existing invoice discount code in the ribbon at the top here under navigate prices and discounts and invoice discounts it opens up the customer invoice discounts page in the currency code field we can specify a currency if we wish to allow invoice discounts on a specific currency leaving it blank will instruct be business Central to use the local currency which is what we'll do here the minimum amount is similar in principle to the minimum quantity as it dictates how much the customer must have totaled at a minimum for the discount to apply so this will specify 1500 and the discount percentage is the percentage that will be used to Discount the invoice amount when used so we'll apply a four percent discount here and finally we have the service charge field which is an opportunity for us to charge the customer a value dependent on whether the customer hits the amount in the minimum amount field meaning that the service charge will apply when the invoice discount applies and for this we'll enter a value of 10. with these changes committed we'll go to setting up the order for this so we go to our list of sales orders and create a new one for our customer 10 000 the Canon group so this order will be for our item 1900 s and I'll draw your attention to the unit price which shows its current original unit price which is 115.5 and that's based on our previous interactions with the price which has actually been adjusted by the sales price worksheet in a previous module if we then enter our quantity that we that our customer is looking to buy which in this case will be 15. you'll notice the unit price has been updated and that's because in our previous modules we've also set up sales prices which dictate when the customer this specific customer has bought more than 10 of this particular item the unit price will be 100. you'll also notice that this has taken our total to 1500 and our invoice discount has not yet been applied this is because our settings in the sales and receivable setup does not allow for this to be done automatically we can have a look at this now in ourselves and receive setup and if I go to show more in this General field you'll notice a field here called calculate invoice discount now if this was ticked the then business Central would calculate the invoice discount on the order automatically and we could move forwards however I'll leave this unticked for the time being as we might not always want business Central to automatically calculate the invoice discount in this particular instance we do and to get that done we can go to actions functions and calculate invoice discount we say yes to the prompt and you can see it's now pulled through the invoice discount percentage of four percent that we set up earlier alongside this there's now a GL account entry on the sales sales lines which shows a service charge for 10 pounds with this all set up we can then move on to invoicing this as it's necessary [Music]