Handling Discounts
This article describes how to handle discounts in Continia Document Capture.
Although discounts are a standard Microsoft Dynamics 365 Business Central feature, using it requires manually populating either the Invoice Discount Amount or the Invoice Discount % fields.
Document Capture allows you to capture a discount amount in a document and automatically transfer it to the standard invoice discount fields.
Capturing discounts
The instructions below assume that you've already added the Invoice Discount Amount field to the desired template – and that you know how to train Document Capture to locate values. For more information, see Capturing Header Fields in a Document.
To capture a discount:
- Choose the
icon, enter Document Categories, and then choose the related link. - Select the code of the relevant document category – in this case PURCHASE – to open the document journal.
- In the document list, select the document that you want to register.
- In the action bar, select Home > Recognize Fields and make sure that all values, including the discount, have been captured correctly.
Note
By default, discounts are captured as negative amounts. If a captured discount already includes the minus sign, go to the Invoice Discount Amount template field card and disable the Change Sign setting on the General FastTab.
- If there are no errors, select Home > Register to register the invoice.
- On the Purchase Invoice page, check the values transferred to the Invoice Discount Amount and Invoice Discount % fields at the bottom of the General FastTab.
Note
Discounts are subtracted from the Amount Excl. VAT.