Understand discounts calculation

You can view the customer discounts when calculating settlements for purchase orders with Account Sale or Pooling accounting methods. In the trading model, companies serve as representatives of the vendor(s) when selling products to customers. It is important to note that discounts are provided by the vendor(s), not the reading trading companies themselves. On the Account Sale or Pooling page, you can view the gross and net revenue and the granted discounts for each section: Not Shipped, Shipped, and Invoiced.

The discounts displayed on the Account Sale or Pooling page, apply as specifies in the following categories:

• Discount from price lists. In standard Business Central, these discounts are defined as percentages. The discount percentage is copied to the sales line and used in the settlement calculation.
• Invoice discount setup at the customer level.
• Item charges that are applied to shipment lines when the Account Sale field set as Accrual. Accruals represent discount values that are not directly provided on the sales document line but posted separately. Determining whether the discount or accrual is paid out to the vendor(s) occurs later, typically after finalizing the sales invoicing. A reservation is made per sales line based on the assumption that the customer will reach a specific transaction threshold. If the threshold is reached, the actual amount is paid to the customer through a generated sales credit memo.