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Client has a customer that has a 5% discount code on all orders. When a sales order is created the discount is applied and is under the discount details tab, which is automatically taken of the sales order amount

 

However, in a situation where the customer is returning stock and a return for credit sales order is created the RC sales order does not include the discount amount in the credit, so the original sales order amount is displayed in the RC sales order:

 

Is there a way for the discount to pull through on a credit memo or RC sales order if discount has been applied with a discount code and not on the line item itself?

@francoisroux96 , hello! According to Acumatica help article, there’re certain conditions under which the group or document level discounts are not honored:

In your case, since you’re using the RC order type, RMA Order automation is utilized, therefore document level discounts are not calculated.

@Yuri Karpenko In our system the AR Document type is set to “Credit Memo” (Not “No Update”), and still the discounts do not apply on RC orders, even with the origianl invoice has a discount. Any ideas?
 

Our goal is simply to have items retunred at the actual price they were sold at.

 

 

 

We are experiencing a similar issue with document discounts on sales orders. When an RC type return order is created from the original invoice, it is returned for the total amount and NOT the discounted amount the customer originally paid.

Am I understanding correctly that there is no way to bring in the document discount from the invoice? It seems odd that we would chose to Add Invoice on the RC and pull the items from the invoice that shows the document discount, but the discount wouldn’t automatically be included as well.

We are experiencing this issue every single day. It’s now a full-time job to reconcile this every day and make the corrective journal entries. Is there any progress towards a fix for this? Or, has anyone found a way to get around this without a daily reconciliation? 

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