Inventory and Order Management: Ability to Disable Automatic Line Discounts for Sales

Prices

Inventory and Order Management: Ability to Disable Automatic Line Discounts for Sales Prices

In previous versions of MYOB Acumatica, there was no way to exclude automatic line discounts from lines with a particular sales price, even though such prices as promotional prices were already discounted. In MYOB Acumatica 2024.1.1, now it is possible to disable automatic line discount calculation for a particular price on the Sales Prices (AR202000) form.

Note: The functionality is available if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

Enhancements on the Sales Prices and Sales Price Worksheets Forms

In MYOB Acumatica 2024.1.1, various enhancements have been made to different forms to disable automatic line discount calculation, as described below.

On the Sales Price Worksheets (AR202010) form, the Ignore Automatic Line Discounts check box has been added to the Summary area. If the user selects this check box, the system selects the newly added Ignore Automatic Line Discounts check box (described and shown below) for all lines. If the user clears this check box, the system clears this check box for all the lines. The user can select or clear the check box for certain lines, if necessary. If the check box is selected for a line, the system sets the state of the Ignore Automatic Line Discounts check box to selected on the Sales Prices (AR202000) form when worksheets are released on the Sales Price Worksheets form and when prices are added or updated on the Sales Prices form.
In the Summary area on the Sales Price Worksheets form, the Ignore Automatic Line Discounts check box will be selected automatically if the Promotional check box is selected.
In the table of the Sales Price Worksheets form, the Ignore Automatic Line Discounts column has been added, as shown in the following screenshot.
Figure 1. The added Ignore Automatic Line Discounts check box on the Sales Price Worksheets form

If a user creates a sales price worksheet by clicking the Create Price Worksheet button on the form toolbar of the Sales Prices form, the system copies the state of the check box from the column of the Sales Prices form to the column of the Sales Price Worksheets form for each row. The default value will remain in the Summary area.
In the Price Type to Add section of the Add Item to Worksheet dialog box, which opens when user clicks the Add Item button on the Sales Price Worksheets form, the Ignore Automatic Line Discounts check box has been added.
If the user clicks the Copy Prices button and opens the Copy Prices dialog box to copy prices, the system copies the state of the Ignore Automatic Line Discounts check box of the current sales price list from the Sales Prices form to the sales price worksheet for each line added.
In the table of the Sales Prices form, the Ignore Automatic Line Discounts column has been added, as shown in the following screenshot.
Figure 2. The Ignore Automatic Line Discounts column on the Sales Prices form

If the check box is selected, line discounts that are defined on the Discounts (AR209500) form are not calculated and applied automatically to lines with the price on the Sales Orders, Invoices, and Invoices and Memos forms. If this check box is cleared, the prices are included in discount calculation.

Changes on the Data Entry Forms

On the Details tab of the Sales Orders (SO301000), Invoices (SO303000), and Invoices and Memos (AR301000) forms, the Ignore Automatic Line Discounts column has been added. The column is initially hidden, but by using the Column Configuration dialog box, a user can make it visible on the form. If the read-only check box is selected for a line on one of these forms, automatic line discounts are not applied to this line.

Note: Users can specify manual discounts in lines for which automatic line discounts have been disabled.

When a user clicks the Recalculate Prices command in the More menu of the Sales Orders, Invoices, or Invoices and Memos form, the Recalculate Prices dialog box opens. Discounts will be applied to or removed from a line on the form as follows:

The automatic line discounts will be removed from a line on any of the aforementioned forms if both of the following conditions are met:
- If the price of the item in the line of the form has been changed on the Sales Prices (AR202000) form to a price that is skipped from the recalculation discount process (that is, the Ignore Automatic Line Discounts check box has been selected)
- If in the Recalculate Prices dialog box, the Set Current Unit Prices check box is selected
The automatic line discounts will be applied to a line on any of these forms if both of the following conditions are met:
- If the price of the item in the line of the form has been changed on the Sales Prices form from a price that is skipped in the discount calculation to a price that is included in the recalculation discount process (that is, the Ignore Automatic Line Discounts check box has been cleared)
- If in the Recalculate Prices dialog box, the Set Current Unit Prices check box is selected
The system will recalculate and apply only the discounts for a line (prices will remain the same) on any of these forms if both of the following conditions are met:
- If in the Recalculate Prices dialog box, the Set Current Unit Prices check box is cleared and the Recalculate Discounts check box is selected
- If the Ignore Automatic Line Discounts check box is cleared in the line
The system will remove the manual discount for a line on any of these forms if both of the following conditions are met:
- If in the Recalculate Prices dialog box, the Recalculate Discounts check box and Override Manual Line Discounts check box are selected
- If the Ignore Automatic Line Discounts check box is selected in the line

Discounts will be applied to a line automatically if a price has been specified in the line manually. (In this case, the system clears the Ignore Automatic Line Discounts check box and automatically recalculates the discounts for the line.)

Other UI Changes

In MYOB Acumatica 2024.1.1, a change has been introduced on the Accounts Receivable Preferences (AR101000) form.

On the Pricing tab of this form, the Apply Line Discount to Prices Specific To check boxes, which allowed automatic line discounts to be applied to prices with the Customer and Customer Price Class types, have been removed.

Upgrade Notes

After the system upgrade, the Ignore Automatic Line Discounts check box will be selected on the Sales Price Worksheets (AR202010) and Sales Prices (AR202000) forms in the following lines:

Lines with prices of the Customer type if in the previous version of MYOB Acumatica, the Customer check box was cleared in Apply Line Discount to Prices Specific To on the Pricing tab of the Accounts Receivable Preferences (AR101000) form.
Lines with prices of the Customer Price Class type if in the previous version of MYOB Acumatica, the Customer Price Class check box was cleared in Apply Line Discount to Prices Specific To on the Pricing tab of the Accounts Receivable Preferences form.

If neither condition listed above was met for a line on the Sales Price Worksheets and Sales Prices forms, the Ignore Automatic Line Discounts check box will be cleared in the line after the upgrade.

Also, in the lines with Fair Value check box selected on the Sales Price Worksheets and Sales Prices forms, the Ignore Automatic Line Discounts check box will always be cleared.

Note: The Fair Value and Ignore Automatic Line Discounts check boxes are mutually exclusive. That is, if on the Sales Price Worksheets form or Sales Prices form, one of these check boxes for a line is selected, the other check box is cleared and not available for selection.

On the Details tab of the Sales Orders (SO301000), Invoices (SO303000), and Invoices and Memos (AR301000) forms, the Ignore Automatic Line Discounts check box will be cleared after the upgrade.