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Customer Order Line Discount on Non-Inventory Sales Part Lines

  • 26 April 2022
  • 2 replies
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J
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Using a non-inventory sales part on a customer order line, is it possible to RMB to Order Line Details > Order Line Discount to update the discount on this type of part number? In App9 I’m currently unable to because it is grayed out. It is available on a customer order line with a sales part number entered. We are unsure if this is an access issue or set up this way.  We have a preference to use RMB option as we can choose the Discount Type which has certain General Ledger set up associated with it. Manually entering into the Discount % column will calculate the discount but not flow into our general ledger appropriately.

Thank you ~

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Best answer by Manoj Balasooriya 27 April 2022, 03:27

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M
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Order line discount RMB option is allowed for non-inventory sales part as well. I don’t think it is a permission issue if you have it enable for inventory sales parts.

What is the ‘supply code’ of the order line? Is it ‘service order’ or is the customer order line created from a work order? If so the user is not allowed to do any change to price, discount, tax code, etc on the order line.

J
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Userlevel 1
Badge +4

Thank you. Supply Code of the non-inventory lines are Service Order because they are transferred from the work order to the customer order.  In short, we can manage the discount from the customer screen, but only want the discount on 1 of our non-inventory lines (LABOR) and not on others.  We’ll need to manually manage that on the work order first. 


Thanks for the help!

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