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cash discounts - allow calculation on base amount

Currently the cash discount calculates on the document total, which includes taxes.

In many cases this is an incorrect way to calculate cash discounts, where it should be on the base amount only.

It should also be possible to toggle whether freight is included in the base applicable for cash discount or not.

Applies to AP/AR/SOP/POP

  • Colin MacMillan
  • Feb 24 2015
  • Future consideration
  • Feb 15, 2019

    Admin response

    Unfortunately the application does not provide a setting to control how the cash discount amount should be calculated. It is however very easy to customize by overriding the Terms attribute, and we are providing the customization to partners and customers who require that functionality - package is available at https://gist.github.com/smarenich/c9e94c556d6e0601d3d229d80e540bb7 - just upload ZIP file and publish. The customization works for non-inclusive taxes in AR and SO invoices and in purchase orders and AP bills; the taxes should have Does not Affect Taxable Amount or Reduce Taxable Amount on Early Payment option.

    We are still considering adding the ability to control that behaviour through a setting.

  • Attach files
  • Bonni Greene commented
    17 Sep 21:00

    Please include exclusion of Freight as an option as well, since like taxes, freight is still owed in full even if there's a cash discount on the product-portion of a Vendor Bill. Requiring manual manipulation of the Bill's cash discount field is undesirable if you want to take advantage of auto-creation of the vendor bill from the PO and have it go through the system as automatically as possible. Thank you!

  • Nick Matchuk commented
    21 Aug 19:46

    Why isnt there Project.xml in the zip file?

  • Lisa Kellison commented
    21 Feb 22:01

    I see this has been an ongoing issue for 5 years now. Are we any closer to a solution? This is creating a very large problem for us.

  • Guest commented
    24 Jan 18:48

    Thanks for the solution and provided customization. I am yet to try it and will provide the feedback. based on comments, it seems that there few issues there. However, please note that this type of cash discount calculation is subject to regulatory provisions in Canada and it is NOT optional. We have to have that in the application in order to stay compliant

  • Guest commented
    July 12, 2018 21:31

    I have downloaded and installed. It appears to only apply to AR invoices and not AP invoices created from purchase orders. PO freight is entered as a line so basing the discount on line totals does not work for PO freight.

  • Rick Taylor commented
    December 07, 2017 17:18

    I have downloaded and installed this package but cannot see how to make it work.  Is there any how-to use documentation?

  • Guest commented
    April 27, 2017 18:00

    In looking at the available settings,  it seems to me that they only determine whether an adjustment to the taxable should be made upon application of the discount.  It does not determine the elements of the invoice being used to calculate the discount amount.  

    We have also gotten this request from a client who would like to the early payment discount to be calculated on the invoice net of sales tax or VAT.  I agree that having the option to exclude freight costs would also be a good option.  

  • Gabriel Michaud commented
    March 10, 2016 23:31

    The cash discount available is calculated when the invoice is created - the field is visible on the AR transaction. Did you create a new invoice after changing the setting? I recommend working with our support team to troubleshoot it if not working.

  • andrew zeigler commented
    March 10, 2016 22:45

    I agree that we need an option to ignore sales tax when applying the discount.  The company making the sale is required to pay the full sales tax to the tax jurisdiction.  Typically, the amount and date of cash discount available is printed on the invoice to have the client take the correct amount rather than allow them to recalculate the discount.  Right now, the wrong  amount would be printed if we add it to the invoice.  It would be nice to have an option to print the discount on the invoice so we do not have to customize the form.  

  • Mark Motagally commented
    March 03, 2016 20:54

    Ridiculous that this is the preset default for cash discount calculation and even more ridiculous that there aren't any other setting options...