Discount for Sale vs. Discount for Purchase

Scenario:

·        User needs to use:

·        Discountfor Purchase Itemin purchase transactions (e.g. VendorBill, Purchase Order)

·        Discountfor Sale Item in salestransactions (e.g. Invoice, Credit Memo)

Findings:

Discount Item applied at transaction level:

·        Available only in sales transactions under the Itemtab > Discount Item field

·        Refer to SuiteAnswerstopic: DiscountItems

·        Currently an enhancement (Issue 180038) for purchase transactions

 

Non-postingDiscount Items:

·        Applied only to sales transactions

·        Refer to SuiteAnswerstopic: DiscountItems

·        Currently an enhancement (Issue 154080) for purchasetransactions

 

Posting DiscountItems:

·        User will immediately see if the Discount Item is for Sale or for Purchase once user creates the new item:

·        DiscountItem for Sale via salestransaction's Item tab > Discount Item field or transaction lineitem level

·        DiscountItem for Purchase via purchasetransactions transaction line item level

 

·        DiscountItemtype will depend on the Account Typeof the Accounting tab > Account field value entered via Lists > Accounting > Items > New> Discount

·        AccountType = Expense orOther Expense for Discount for Purchase

·        AccountType = Income orOther Income for Discount for Sale