Sage 100

Thoughts/opinions needed... My client gives discounts on a per item basis, but not every time their customer purchases that particular item. They want to be able to track how much of a discount is given to the client during SO Entry, but they don't want to use the ""Discounts"" field in the totals tab because they use that differently. The key is that the discount amount need to post to the GL the way other discounts do and needs to be reported on as well as printed on the SO sent to the customer. I really think I'm just slow and there's a DUH way to accomplish this... So anybody have any suggestions? Any DUH SAM answers for me? :)

What about a line item miscellaneous charge entered with a negative amount? you can control the GL account and it would show on the order/invoice. if you needed it in the footer of the order/invoice you would need to do some crystal reports manipulation but it is possible.

Isn't there now a Line Item Discount field? What version?

I would also play around with the line item discount. that way it can be done on the fly which sounds like that is how your customer applies it.

I tried that, but when I put in a % for the line item discount, it doesn't post to the discounts GL account & it didn't adjust the price according to the percentage I put in. I looked for settings, but found none that would change this. Am I missing something super obvious?

The GL account will be whatever is in AR Division Maintenance. You could play with the form to change the price to the discounted price - or put in the discount amount in a ""Less Discount"" column.

Only the Extension field will be adjusted, not the Unit Price. You would need to modify the form if you want to also show the discounted Unit Price. The reports won't show the 'discount' either, it shows the discounted extension as the sales amount. The DTR doesn't show the discount as a discount either, just the reduced Extension Amount. Seems a bit weird that you can't track the Line Item Discount, but guessing Sage will say it WAD. You would need to create a custom report showing (Qty*Unit Price)-Extension and record a journal entry. Accounts would be Sales & Discounts.

Thanks Nancy, it's nice to know I'm not completely off my rocker! :) That Line Item Discount feel incomplete, it should be handled the same way the Discount Amount is handled in the Totals tab, hitting the GL, recording the discount, etc. Sage FAIL. I think at this point, using the Misc Item Code is the best option. I really appreciate all of your input and assistance on this!!

You could script the discount so that if they check a discount box the line with misc charge item code and discount amount would automatically be applied.