The user wants to understand how Discounts on Sales Orders are reflected on Saved Searches.
Solution
There are different scenarios depending on how the Discount is used:
- Discount Taken on the Header Level
On the Sales Order if the Discount is on the header level you are able to utilize the Amount Net Field on the Results tab of the Saved Search to display the average sales price.
Example:
For two Items that cost $300.00 each with a $120.00 discount, the Amount Net field will display $240.00 for the Line Items.
- Discount Taken on Item Level using a Non-Posting Discount Item
When using a Discount Line Item that has the Account set to Non-posting (Item Record > Accounting Tab) the discount gets reflected on the item right above it. Example: Add Items to a Sales Order:
- Item 1: $300.00
- Item 2: $300.00
- Discount Item: $120.00
The Saved Search will display:
- Item 1 = $300.00
- Item 2 = $180.00
- Discount Taken on Item Level using a Posting Discount Item
When using the Discount line item that is posted to a specific Account(Item Record > Accounting tab) the Discount Line Item is reflected as its own individual item and will not be subtracted from the specific items and this is by design because it has its own specific line on the Sales Order.
Example: Add Items to a Sales Order:
- Item 1: $300.00
- Item 2: $300.00
- Discount Item: $120.00
The Saved Search will display all three items on their own separate line.