Ideas for Acumatica

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Exclude freight charges from Early Payment and Terms Discounts

Overview:

Businesses offer customers a discount as part of the Credit Terms. For example, payment is due NET 30 with a 5% discount if payment is received within 10 days.

Within Acumatica you can apply a term discount. The discount is applied to the entire invoice which may include item and freight charges. In some cases, customers only want the term discount to exclude freight charges so it only applies to the goods and services on the order.

Markets:

Useful for distribution businesses which offer term discounts where the cost of freight is significant. 

  • Douglas Johnson
  • May 31 2018
  • Attach files
  • Julia McCarthy commented
    May 31, 2018 20:39

    This is extremely helpful for our existing customer base that has this functionality in their current environment.  We are hopeful to move our existing customers off of the old software and convert them to Acumatica.  This would fall into the "must have" column for them.

  • Julia McCarthy commented
    May 31, 2018 20:45

    I should have also mentioned, this is true on the AP side, as well as, the AR side.

  • Guest commented
    July 12, 2018 21:28

    I would add that this is vital for PO's as well. Tax AND freight needs to be able to be excluded from the discount calculation. On PO's freight is entered as a line item so just basing the discount on the totals of the lines wont work. This is a must have.

  • Rebekah Helton commented
    October 28, 2019 17:53

    I have seen this requirement/request frequently over the years on both the Payables and Receivables sides. It has just come up again with a prospect as a requirement on the AP side. There should be a way to have it the freight / landed cost code default as subject to discount or not, with the ability to override it at the transaction level, if necessary.