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Customer Term with Cash Discount Should not include freight or tax

  • April 10, 2024
  • 3 replies
  • 308 views
M
Freshman I

We have many customers set up with term cash discounts such as 1% 10 Net30.  We do not want the 1% calculation to include freight or tax.  The 1% should be on product only.  Is there anyway to accomplish this?

Best answer by Anna Devyatko

@melaniemascato62 , ability to exclude taxes in the calculation of cash discounts is available in 2024 R1 version.  Please review pages  63-65 of 2024 R1 release notes 
 

    3 replies

    Anna Devyatko
    Varsity I
    • Anna Devyatko
    • Varsity I
    • Answer
    • April 10, 2024

    @melaniemascato62 , ability to exclude taxes in the calculation of cash discounts is available in 2024 R1 version.  Please review pages  63-65 of 2024 R1 release notes 
     

      debbiereed72
      Varsity I
      Forum|alt.badge.img

      Thank you for adding the exclusion of TAX, but still have not addressed the exclusion of freight. Please see this request: Exclude freight charges from Early Payment and Terms / Cash Discounts | Community (acumatica.com)

      Also, I believe this enhanced feature would be for AR only.  This needs to be available by Vendor in AP as well.

      Debbie Reed, W.M. Synergy
      D
      Freshman I
      • DeannaGCM
      • Freshman I
      • May 6, 2026

      Is there more current solution to this problem?  The Cash Discount is including the Freight Total instead of creating the discount based upon the Detail Total.  What are the steps to correct this issue in 2025 R2 and 2026 R1?

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