A Better Way to Show Discounts on Quotes in Microsoft Dynamics GP and SL
We have a client here in the Twin Cities, MN, USA that resells door hardware, mostly to schools. Before using Microsoft Dynamics GP, this client was going through challenging accounting gymnastics each time they did a quote. The process was painful for a variety of reasons, which I'll discuss below, but the solution was quite simple - taking control of report display with some basic conditional logic. And the results were tangible - better margins and fewer accounting headaches.
This organization had quote-related issues affecting them from all sides; they were challenged to explain the zero dollar discount line when they would not discount a quote for the client, and they were challenged internally, with a lot more work and setting future unwanted expectations, when they would offer a discount.
Because they did not want the client to see the word "Discount" on the quote - thereby encouraging each client to ask for a discount each time something was quoted - they went through the difficult process of effectively discounting each line item so that the quote itself did not show the word "discount" at the bottom - but footed properly.
This process was painful for 3 reasons:
- It was a lot of work to change or discount each line item to avoid having one larger discount at the bottom.
- Each time a client wanted that same part quoted, they looked at their past cost which was sometimes discounted heavily due to the size of the order. So if the client had a smaller order, they were still looking at their last cost for their prior order - and demanding the same price.
- Clients
...
FREE Membership Required to View Full Content:
Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us hereor login