Product discounting methods

 

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Discounts can be applied either at the line item level or at per unit level. Use the Organization.DiscountCalculationMethod attribute to specify the discount method. Set the value of the attribute to:

  • 0 for discounting at line item level

  • 1 for discounting at per unit level

You can also use the Sales tab in the system settings area in the Microsoft Dynamics 365 or Microsoft Dynamics 365 for Outlook to specify the discount calculation method. More information:  TechNet: Manage product catalog configuration

To illustrate the discounting model with an example, consider the following product line item entry in an opportunity:

Product Name

Price Per Unit

Quantity

Discount

Extended Amount

Example Product

100

200

10

?

Extended Amount for the product line item entry is calculated depending on your selected discounting model:

  • Line item: The discount applied is 10, and the Extended Amount is 19990 ((Price Per Unit * Quantity) – discount applied).

  • Per unit: The discount applied is 2000 (Quantity * Discount), and the Extended Amount is 18000 ((Price Per Unit * Quantity) – discount applied).

System_CAPS_noteNote

If you upgrade from a previous version of Dynamics 365 to the current version, by default the value of the Organization.DiscountCalculationMethod attribute is set to 0 (line item) to support the old discounting behavior where discounts could only be applied at the line level.

Microsoft Dynamics 365

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