Changing discount amount or date on AP bill before it gets paid

Hi ​@hhamby — there is no native way in Acumatica to directly edit the cash discount amount/date on a posted AP Bill, changing the discount directly would break accounting integrity.

When creating a payment in Checks and Payments:

• Select the bill
• Go to Applications tab
• Override:
  • Cash Discount Taken
  • Or adjust Balance Paid

or 

• Review bills in payment workfile/queue before processing; adjust discounts there if supported.

• Set up vendor terms with flexible discount % defaults, override per invoice pre-posting.

How do get it to be a native functionality?  If my team posts an invoice with a lower discount that it should be, then we shouldn’t need to void an invoice to update the discount amount given that the discount amount isn’t actually posted anywhere in the GL until payment is made.  I also shouldn’t have to review every single invoice when paying to change the dollar value - it would be different if we could edit it & save, but you can only Process in the payment screen.

​@mmelot You’re not missing anything—this isn’t available as a native feature in Acumatica ERP.

Once an AP Bill is released, the discount amount and date are locked to maintain document integrity and auditability, even though the discount doesn’t hit the GL until payment. That’s why the system doesn’t allow direct edits at that stage.

The closest standard option is during payment:

• In Checks and Payments → Applications tab, you can override the Cash Discount Taken or adjust the Balance Paid for that bill.

If this is happening frequently, the more scalable approaches are:

• Tighten review of discount terms before releasing the bill, or
• Consider a small customization to allow post-release discount adjustments with proper audit tracking.