Has anyone been able to adjust the discount amount in respect to which items are included? We have certain things (freight for example) that are not eligible for discount. The auto-calculate portion build into epicor takes the full amount of the invoice.
The brute force way would be to run a BPM or customization to calculate the amount when you click on fixed amount. I would like to see if we can make the auto-calculate function follow the rules for which lines to include or not include.
I tried a BPM on Erp.BO.APInvoice.ChangeTermsCode but setting the discount field did not over ride the calculation that the system pushed in there.
If you can start adding these items to invoices as miscellaneous charges, you can mark each charge as allowed for discount. That’s how we manage additional charges on invoices that we can’t discount.
For the BPM route, is there a display discount field as well as the discount amount field? It would probably start with “Dsp”. I know we’ve had to use these display fields sometimes when using DMT to load invoice data.
You will have to setup Freight as Misc Charge and there is a check box on the Misc Charge setup where you can include/exclude that charge in Terms Discount.
