Question

SO document discounts - shipping charges being included

  • 23 October 2023
  • 5 replies
  • 71 views
D
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Hello,

I have a customer who uses document level discounting on sales orders and when they do this, Acumatica is taking the discount off of the freight charges.

Is there a way to not include freight/shipping charges in document level discounts?

Thanks!

5 replies

Laura02
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Hello,

Please vote for your idea here, to offer option to exclude freight from discounts:

In the meantime, Discountable amount may be manually changed on Discounts tab of Sales Orders.

You may also consider a customization.

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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Thanks @Laura02 for the link to the idea, I definitely voted.

Unfortunately, manually changing the sales order is difficult as this customer processes thousands of orders.

Kandy Beatty
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HI @donnadeskins55 

Are freight charges used as a line item on the Sales Order? What is the Invoice Freight based on?

When I create a sales order with a document discount, the discount does not change when I add a carrier. 

Order placed

Same order just with a carrier 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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It’s the calculated freight charges on the TOTALS tab that are included in the discount:

 

Chris Hackett
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Hi @donnadeskins55 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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