Types of Discounts in Sales Orders in D365 Finance & Operations – Setup & Process
In Microsoft Dynamics 365 Finance & Operations (D365 F&O), offering discounts is a strategic way to attract and retain customers while managing pricing flexibility. The system provides multiple types of discounts that can be automatically or manually applied at various levels of the sales process. Understanding how to set up and apply these discounts can help streamline your sales process, ensure pricing accuracy, and improve customer satisfaction. Types of Discounts in D365 Sales Orders Line Discount (Simple Discount) Multiline Discount Total Discount (Header Level) Manual Discount Free Text Invoice Discount Trade Agreement Discounts Retail Discounts (for D365 Commerce) Let’s explore each type with its setup and process. 1. Line Discount Setup Path: Modules → Sales and marketing → Prices and discounts → Discounts → Line discounts Description: A line discount is applied to individual item lines based on item...