Exercise - set up invoice discounts
This exercise is written to use the Cronus sample company from the US version of Business Central. You might need to make adjustments to the steps if you use the sample company from your country or region.
Scenario
You want to reward your loyal customers with an invoice discount that you decide to name LOYAL. The invoice discount has the following settings:
| Minimum amount (LCY) | Discount % |
|---|---|
| 2000.00 | 4% |
| 5000.00 | 8% |
| 10000.00 | 12% |
Customer 20000 - Trey Research, is the first customer you assign the invoice discount to.
Afterwards you decide to also set up customer 50000 -- Relecloud, with the same invoice discount.
Tasks
Set up the invoice discount and assign it to customer 20000 and 50000.
Steps
Choose the Search for Page icon in the top-right corner of the page, enter customers, and select the related link.
Open the customer card for customer 20000 -- Trey Research.
Expand the Invoicing FastTab and in the Invoice Discount Code field, enter LOYAL.
On the action bar, choose Related, Prices and Discounts and then Invoice Discounts.
On the first line, leave the Currency Code field blank.
In the Minimum Amount field, enter 2000.
In the Discount % field, enter 4.
Move to the second line.
In the Minimum Amount field, enter 5000.
In the Discount % field, enter 8.
Move to the third line.
In the Minimum Amount field, enter 10000.
In the Discount % field, enter 12.
Press escape to return to the customer card.
Press escape to return to the customer list.
Open the customer card for customer 50000 - Relecloud.
Expand the Invoicing FastTab and in the Invoice Discount Code field, enter LOYAL.
To check if the same invoice discount settings are applied, select Related, Prices and Discounts and then Invoice Discounts.