Learn how to set up automatic invoice discounts for your customers in Dynamics 365 Business Central. Follow this simple, step-by-step guide to configure pricing and discounts efficiently.
Table of Contents
Question
Your company operates in a price-sensitive market and frequently needs flexible pricing strategies to attract and maintain customers. They have recently implemented Dynamics 365 Business Central and want to leverage its features to manage their pricing and discounts.
You need to set up an invoice discount for a customer that will be automatically calculated on sales documents.
What steps should you perform? Each correct answer presents part of the solution. Choose 3.
A. Choose the icon, enter Customers, open the customer page for a customer that will be eligible for invoice discounts, in the Invoice Disc. Code field, select a code for the relevant invoice discount terms to use to calculate invoice discounts for the customer.
B. On the Customers page, choose the Invoice Discounts action, fill in the fields as necessary, repeat steps for each currency that the customer will receive a different invoice discount for.
C. Choose the icon, enter Customers, choose the customer, choose the Sales Price Lists action, open the price list for which to specify the line discount, turn on the Allow Line Disc. toggle, create a new line, fill in the fields as necessary, in the Defines field, choose either Price & Discount, or just Discount, in the Line Discount % field, specify the discount percentage.
D. Choose the icon, enter Customers, open the relevant customer card, choose the Prices action, fill in the fields on the line as necessary.
E. Choose the icon, enter Sales Price Worksheet, choose the Suggest Item Price on Wksh. action, fill in the fields as necessary, choose the OK button to fill in the lines on the Sales Price Worksheet page with the suggested new prices.
F. Choose the icon, enter Customers, choose the customer, choose the Sales Price Lists action, choose New to create a new sales price list, fill in the fields as necessary, add items to the list, in the Status field, choose Active.
Answer
A. Choose the icon, enter Customers, open the customer page for a customer that will be eligible for invoice discounts, in the Invoice Disc. Code field, select a code for the relevant invoice discount terms to use to calculate invoice discounts for the customer.
B. On the Customers page, choose the Invoice Discounts action, fill in the fields as necessary, repeat steps for each currency that the customer will receive a different invoice discount for.
C. Choose the icon, enter Customers, choose the customer, choose the Sales Price Lists action, open the price list for which to specify the line discount, turn on the Allow Line Disc. toggle, create a new line, fill in the fields as necessary, in the Defines field, choose either Price & Discount, or just Discount, in the Line Discount % field, specify the discount percentage.
Explanation
Option A is correct because it describes the steps to set up an invoice discount for a customer. Option B is correct because it describes the steps to set up invoice discount terms in different currencies for the customer. Option C is incorrect because it describes the steps to set up a sales line discount for a customer, not an invoice discount. Option D is incorrect because it describes the steps to set up prices for a customer, not an invoice discount. Option E is incorrect because it describes the steps to bulk update item prices, not to set up an invoice discount. Option F is incorrect because it describes the steps to set up a new sales price list, not an invoice discount.
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