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We use two types of discounts:
Type Applicable to
Group - Customer price class & item
Line - Customer price class & item
When we partially ship a line item or group item discount, the discount doesn't get applied to the shipped item. Is there anyway to change that, like a setting I am missing? This is a financial module, if this is posted in the wrong section, my apologies. We are on version 6.1.
Thank you
Hi Richard,
Maybe we can zoom in an a specific Line discount by Item to start. Can you include a screenshot of the discount setup?
Also, when you partially ship, is the partial shipment large enough to qualify for the discount on its own?
Hi Tim,
Alright, I've included some screen shots of a current group discount. Discounted by percent and Break by quantity:
The line discount would have the same setup, only line would be selected from Discount Codes (AR209000)
Configuration:
When we partially ship, it isn't large enough to qualify for the discount based on the quantity being shipped. The customer expects it and it is not their fault if we are back-ordered.
Thank you for your help and creating this open forum.
Hmmm, have you tried doing a partial shipment that is large enough to qualify for the discount? Seems like it's only applying the discount to the invoice, not the order.
Have you tried the Recalculate Discount on Partial Shipments option on the Order Types (SO201000) screen?
And you're welcome for the open forum. I love it when I can find answers to questions using a Google search. The goal here is to put as much information out there publicly so people can find it in the future via a Google search.
I didn't test this enough before posting. Acumatica does give discounts for partial shipments just fine (without the Recalculate Discount On Partial Shipment selected). The issue we had was a non-stock negative quantity was added to the invoice. The group discount still showed up, but no extended price was calculated. I could be wrong but i think this is because Skip Document Discounts is selected for our group discount codes (pictured above).
In the future, it would be a much better practice for us to just make a Credit Memo and then a Customer Refund. It was an old practice in our previous ERP because it lacked functionality that Acumatica has.
Discount order is restored.
Awesome. Thanks Richard for reporting back with your success.