As a sales employee, you want to ensure that certain items or charges in a Sales Order or Sales Invoice are not eligible for the payment discount your company offers when invoices are paid early. Typical examples include freight costs or special items where a payment discount should never be applied. With the field Not discountable (Sale), you can precisely control which lines are included in the payment discount calculation.
Let’s look at how to set up this field for Items, Resources, and Item Charges.
Open Items.
Open the Item you want to exclude from payment discount calculations.
Go to the Prices & Sales Fast Tab and locate the Not discountable (Sale) field.
Activate the checkbox Not discountable (Sale) to exclude this Item from payment discount calculations.
To do the same for a Resource, go to Resources.
Open the Resource you want to exclude from payment discount calculations.
On the Invoicing FastTab, activate the Not discountable (Sale) field.
To do the same for an Item Charge, go to Item Charges.
Select the Line of the Item Charge you want to exclude from payment discount calculations.
Activate the checkbox in the Not discountable (Sale) column for that Line.
If you now create a Sales Order or Sales Invoice with any of these Items, Resources or Item Charges, enter a Payment Term that includes a discount, and post the document, you will see in the document that the payment discount is applied only to eligible lines. Lines with the option Not discountable (Sale) activated remain excluded.
With the Not discountable (Sale) field, you can precisely control which Items, Resources, or Item Charges are excluded from payment discount calculations. This ensures your invoices are correct and prevents customers from receiving a discount on non-eligible lines.
