Discounts in Microsoft Dynamics AX

This chapter contains only Microsoft Dynamics AX specific information related to the discount codes configuration. For more information about how to create discount codes in Sana, see Sana Discounts.

If you select the fixed amount type, you should enter amount including tax and amount excluding tax per currency. The appropriate amount is used for the discount depending on the customer's settings in Microsoft Dynamics AX:

• Set Amount incl. tax - when the Prices incl. sales tax option is enabled on the Customer form.

• Set Amount excl. tax - when the Prices incl. sales tax option is disabled on the Customer form.

The discount code is stored in the sales order header and accessible from the sales orders (sales quotations) forms on the E-Commerce tab.
The discount is calculated in the same way as the invoice discount and is added to the basic invoice discount amount.

Activate Total Discounts

Discount codes created in Sana Admin give a discount on the total order amount in the shopping cart. To correctly calculate and apply the discount code to the total order amount, you must activate total discounts in Microsoft Dynamics AX.

Step 1: Click: Sales and marketing > Setup > Price/discount > Activate price/discount. On the Total discount tab, activate total discounts for items and customers.

Step 2: You must also enable total discount for all products that may be eligible for the Sana discount. You can do this on the Released product details form, on the Sell FastTab. There you will see the Total discount check box.

If you don’t activate total discounts for the products, the Sana discount codes will not be applied to the total order amount in the shopping cart.