Discount Calculation for Sales Documents

The table below explains how discounts are calculated when you post sales invoices and sales credit notes depending on whether there are credit terms defined in the following records:

  • Multiple companies account config
  • Account
  • Accounting company

The calculation process considers the records following the order above.

The following conditions apply to all the scenarios included in the table:

  • The Accounting Foundation Credit Terms Feature Console feature is not enabled.
  • The Use Multiple Companies Configuration field in the Accounting Settings custom setting is selected.

The "Multi-Account Credit Terms Record Is Incorrectly Populated" column refers to the case when only the Description 1-4 or Discount 1-4 fields, or none of the fields on the multi-account credit terms record are populated.

The "Credit Terms Are Specified on the Account Record" column refers to the case when the Base Date 1-4, Days Offset 1-4, and Discount 1-4 fields are populated on the account record.

The "Credit Terms Are Specified on the Accounting Company Record" column when the Base Date 1-4, Days Offset 1-4, and Discount 1-4 fields are populated on the Accounting company record.

Discount Calculation for Sales Documents
Multiple Companies Account Config Record Exists Multi-Account Credit Terms Field Is Populated on Multiple Companies Account Config Record Multi-Account Credit Terms Record Is Correctly Populated Credit Terms Are Specified on the Account Record Credit Terms Are Specified on the Accounting Company Record Discount is Calculated Based on
Yes Yes Yes N/A N/A Multi-account credit terms
Yes No N/A Yes N/A Account credit terms
Yes Yes No Yes N/A
Yes Yes No No Yes Accounting company's credit terms
Yes Yes No No No No discounts are calculated.
Yes No N/A No Yes Accounting company's credit terms
Yes No N/A No No No discounts are calculated.
No N/A N/A Yes N/A Account credit terms
No N/A N/A No Yes Accounting company's credit terms
No N/A N/A No No No discounts are calculated.
No N/A N/A No Yes Accounting company's credit terms
No N/A N/A No No No discounts are calculated.