Multi-Line Discount (Purch) in Dynamics 365 Finance and Operations - Functional consultant series

In Dynamics 365 Finance and Operations, the Multi-Line Discount (Purch) is a powerful feature designed to offer discounts based on the total quantity. This functionality is particularly useful for businesses looking to incentivize bulk purchases and manage pricing strategies effectively.

Benefits of Multi-Line Discounts

• Cost Savings: Encourages bulk purchasing, leading to significant cost savings.
• Simplified Pricing: Streamlines the pricing strategy by applying discounts across multiple lines.
• Flexibility: Allows for various discount configurations to meet different business needs

PO Multi-Line Discount Setup

1.Create the Trade agreement journal name

Go to Procurement and Sourcing module > Setup > Princes and Discounts > Trade agreement journal names

2. Activate the Multi-line discount parameters.

Go to Procurement and Sourcing module > Setup > Princes and Discounts > Activate price/discount

3. Create the Multiline Item discount group

Go to Procurement and Sourcing module > Prices and discounts > Price/discount groups > Item discount group

4. Select the Multiline discount group in the Show dropdown. Click on New and add price groups.

5. Link the item discount group with the Item.

Go to Product Information management > Products > Released products.

Expand the Purchase tab, and select the Multiline discount group.

6. Now, go to Procurement and sourcing parameters > Prices tab and select the Discount dropdown as (Line + Multiline)

7. Now, create the Multiline discount Trade Agreement.

Go to Procurement and Sourcing module > Prices and discounts > Trade agreement journals.

Choose the "Multiline trade agreement journal" from the Name dropdown.

If you're using the "PurchPrice" relationship journal name, select "Multiline(purch)" in the Relation dropdown

Now, click on the lines option,

I have added two lines: if the quantity is 100 or less, a 5% discount will apply. If the quantity is greater than 100 but not exceeding 200, a 10% discount will apply to the item.

Post the Journal.

8. Create the Purchase order.

For verify the discount is applying, create a new purchase order, for this go to Account payable module > Purchase orders > All purchase orders form

9. Add the item in the Purchase order line for which we set the Multiline discount group in the previous step. In the purchase order line, enter the quantity and click on the "Multiline discount calculate" button under the Purchase option, as shown in the screenshot below

discount calculate" button under the Purchase option, as shown in the screenshot below

This is the end of this blog. Please leave a comment if you have any query.

Happy Learning,

Syed Amir Ali

This is the end of this blog. Please leave a comment if you have any query.

Happy Learning,

Syed Amir Ali