How to correctly apply Net Value Discounts
This CSV File correctly applied a £10 Net Value Discount
The TAX_FLAG column is important and must be set to 0. This tells Sage to recalculate the VAT after applying the discount
ACCOUNT_REF , INVOICE_REF , STOCK_CODE , QTY_ORDER , UNIT_PRICE , NETVALUE_DESCRIPTION , NETVALUE_DISCOUNT , TAX_FLAG
Discount Issues when changing imported Invoices & Orders
There is a Sage bug with Discounts, even though it only happens when orders are imported using a 3rd Party. The 3 potential workarounds are:
1. Add the field TAX_FLAG and populate it with a 0 (zero) When this field is on the CSV the tool ignores TAX_AMOUNT and lets Sage calculate the VAT. The only issue with this is that there are occasionally small penny rounding errors.
2. Instead of putting the discount on the front entry screen, edit the line of that product and enter the discount there.
3. After changing the discount re-select the Tax Code
Discount Notes when Importing CSV Files of Invoices & Orders
Description of Discount Field Names:
CUST_DISC_RATE Is The Customer Discount as in the Customer Record.
DISCOUNT_RATE Is The Quantity Discount as in the Product Record Discount Tables.
ADD_DISC_RATE Is A Manual Discount is a Percentage
DISCOUNT_AMOUNT Is The Total of the above 3 discounts. Despite the name it is a Percentage Rate % not an amount.