Setting of a Sales Discount at the Line Level of a Sales Invoice

By | September 22, 2021

A sales discount is a reduction in the price of a product or service that is offered by the seller, in exchange for early payment by the buyer.

An example of a sales discount is for the buyer to take a 1% discount in exchange for paying within 10 days of the invoice date, rather than the normal 30 days (also noted on an invoice as “1% 10/ Net 30” terms). Another common sales discount is “2% 10/Net 30” terms, which allows a 2% discount for paying within 10 days of the invoice date, or paying in 30 days. If a customer takes advantage of these terms and pays less than the full amount of an invoice, the seller records the discount as a debit to the sales discounts account and a credit to the accounts receivable account.

In Sage x3 we can setup Discount calculation on what basis it should be calculated. In sales document we can enter Discount which will be calculated on 3 basis ‘By unit’, ‘by Line’, ‘by Document’.

Users may want to add a discount amount on the sales invoice line level and have the discount amount post to a specific GL account.

These steps will help you setup a sales invoice line discount:

STEPS 1 :-
Setup the Sales invoice element for the sales discount

> The value type = Amount, the Sign = Decrease
> Select the desired accounting code with the appropriate GL accounts
> Click Element position to verify that the invoicing element will be included on the invoice.
> Click Control when finished. Refer the below Fig.1. Sales Invoicing Elements

Fig.1. Sales Invoicing Elements

STEPS 2 :-
Define the Price Structure
> Go to Setup > Sales > Price lists > Price structure
> For example we are setting up a decreasing amount. The value = Amount, calculation basis = By line, Net price = No, and the desired invoicing element.

Fig.2. Sales Price Structure

STEPS 3 :-
Create the Sales invoice
> I have created a Sales invoice for 2 items @ $100 each. The line discount amount is $5.00.
> The Sales invoice amount will update to $195.
> When posting to the General Ledger the $5.00 discount amount will post to the account defined in the Sales invoice element.

Fig.3. Sales Invoice

This blog helps you to setup of a Sales Discount at the Line Level of a Sales Invoice.

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