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Question

SO document discounts - shipping charges being included


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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
Captain II
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  • Captain II
  • 3135 replies
  • October 23, 2023

Hello,

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

https://community.acumatica.com/ideas/exclude-freight-charges-from-early-payment-and-terms-cash-discounts-2352

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

You may also consider a customization.

 

Laura


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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
Captain II
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  • Captain II
  • 2183 replies
  • October 23, 2023

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 

 


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It’s the calculated freight charges on the TOTALS tab that are included in the discount:

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2640 replies
  • November 29, 2023

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


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