I am working with Kinetic Cloud. We currently have the GL Account for Sales Discounts assigned at the Product Group GL Code. We would like to add a second GL Account for Sales Discounts that is used for a select group of customers. For example:
Scenario 1:
Majority of customers will receive a 10% discount on select items for a limited time. That discount is applied at the sales order level. When the order is shipped and invoiced, the discount is recorded in account 7605 along with a segment for the product code based on the Product Group GL Code
Scenario 2:
We want the discount to go to a different GL account if the Customer falls into a different category – perhaps customer class or even at the customer level.
Does anyone have any ideas on how to handle this? I can use a separate GL Code for a customer (which is the “AR Account”), but it won’t assign the dynamic product code segment in the GL like I have via the Product Group GL Codes.
@nanvdand This should be simple with a custom posting rule. They are not hard to do just have to understand the process. Two possible places both in AR Invoice
there is a function Determine Discount Account. While functions are called from everywhere they also don’t have the nice custom code separate area where you only have to add your extra needs.
There are three Post Discount Amount rules for parts, contracts and calls. you probably only need to make the part one custom.
Epicor determines Temp Account from the function
something like this should work. I don’t know about dynamic segments. We don’t use them.
