Save manual as PDF or print  


Discount Allocation


The Discount Allocation app distributes payment discounts across the VAT combinations, dimensions, and G/L accounts of the original posting. It helps accounting users process payment discounts consistently and trace them back to the original allocation.

Current Version:
  • 1.0.0.0 as of Business Central 27


Manual


Creation date: 2026/09/24
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXDIA&L=en


☰ Contents



General

  • App Discount Allocation
    The Discount Allocation app distributes payment discounts across the VAT combinations, dimensions, and G/L accounts of the original posting. It helps accounting users process payment discounts consistently and trace them back to the original allocation...

Tasks

  • Working with the App
    Use Discount Allocation to distribute payment discounts across the VAT combinations, dimensions, and G/L accounts of the original posting. The allocation is created automatically when a payment discount is posted; no separate allocation action is required...

Pages

  • Discount Allocation Detail Entries
    Use this page to review how a payment discount is distributed across the original VAT combinations, dimensions, and G/L accounts...
  • Detailed Customer Ledger Entries
    Use this page to review detailed customer ledger entries and see whether discount allocation detail entries were created for an entry...
  • Detailed Vendor Ledger Entries
    Use this page to review detailed vendor ledger entries and see whether discount allocation detail entries were created for an entry...
  • General Ledger Setup
    Use this page to enable discount allocation separately for sales and purchase postings...
  • G/L Account Card
    Use this page to define which G/L account is used when payment discounts are allocated for this account...
  • VAT Entries
    Use this page to review the discount allocation information stored with posted VAT entries...
  • VAT Entries Preview
    Use this page to review the discount allocation information that will be stored with VAT entries before posting...

Appendix

  • Release Notes

Docs  /  Solution  /  Discount Allocation  /  General
 General

The Discount Allocation app distributes payment discounts across the VAT combinations, dimensions, and G/L accounts of the original posting. It helps accounting users process payment discounts consistently and trace them back to the original allocation.

Docs  /  Solution  /  Discount Allocation  /  Tasks
 Working with the App

Use Discount Allocation to distribute payment discounts across the VAT combinations, dimensions, and G/L accounts of the original posting. The allocation is created automatically when a payment discount is posted; no separate allocation action is required.

Set up discount allocation

  1. Open General Ledger Setup and enable discount allocation for sales, purchase, or both posting types.
  2. Open the relevant G/L Account Card and define whether the allocation uses the standard discount account, the original account, or an alternative account.

Post and review allocations

  1. Post or apply an entry with a payment discount as usual.
  2. Review the captured allocation status, dimensions, and original G/L account in VAT Entries. Before posting, the same information is available in VAT Entries Preview.
  3. Use Discount Allocation Detail Entry to review the calculated shares, VAT combinations, dimensions, and G/L accounts used for the allocation.
  4. From Detailed Cust. Ledg. Entries or Detailed Vendor Ledg. Entries, use the allocation entry count to identify detailed ledger entries with related allocation details.
When an application is unapplied, the app uses the saved allocation details to reverse the distribution consistently.

Docs  /  Solution  /  Discount Allocation  /  Pages
 Discount Allocation Detail Entry

Use this page to review how a payment discount is distributed across the original VAT combinations, dimensions, and G/L accounts.

Fields
Dltd. Cust./Vend. Leger Entry No.Specifies the detailed customer or vendor ledger entry to which this allocation belongs.
VAT Bus. Posting GroupShows the VAT business posting group used to identify the VAT combination for the allocation.
VAT Prod. Posting GroupShows the VAT product posting group used to identify the VAT combination for the allocation.
Dimension Set IDShows the dimension set assigned to the original entry. Select the value to view its dimension values.
Global Dimension 1 CodeShows the first global dimension derived from the dimension set and used for the allocation posting.
Global Dimension 2 CodeShows the second global dimension derived from the dimension set and used for the allocation posting.
Share %Shows the percentage of the original VAT base represented by this allocation. The discount amount is distributed using this percentage.
Origin AmountShows the original VAT base amount on which this allocation share is based.
G/L Account No.Shows the G/L account no. selected for this discount allocation according to the account configuration.

Docs  /  Solution  /  Discount Allocation  /  Pages
 Detailed Cust. Ledg. Entries

Use this page to review detailed customer ledger entries and see whether discount allocation detail entries were created for an entry.

Fields
Discount Allocation EntriesShows the number of discount allocation detail entries created for this detailed customer ledger entry. A blank value means that no allocation entries exist.

Docs  /  Solution  /  Discount Allocation  /  Pages
 Detailed Vendor Ledg. Entries

Use this page to review detailed vendor ledger entries and see whether discount allocation detail entries were created for an entry.

Fields
Discount Allocation EntriesShows the number of discount allocation detail entries created for this detailed vendor ledger entry. A blank value means that no allocation entries exist.

Docs  /  Solution  /  Discount Allocation  /  Pages
 General Ledger Setup

Use this page to enable discount allocation separately for sales and purchase postings.

Fields
Enable Sales Discount AllocationSpecifies whether payment discounts in sales postings are allocated to the original dimensions and VAT combinations.
Enable Purchase Discount AllocationSpecifies whether payment discounts in purchase postings are allocated to the original dimensions and VAT combinations.

Docs  /  Solution  /  Discount Allocation  /  Pages
 G/L Account Card

Use this page to define which G/L account is used when payment discounts are allocated for this account.

Fields
Discount Allocation G/L AccountSpecifies the G/L account for discount allocation: use the standard discount account, this account, or an alternative account.
Discount AccountSpecifies the posting G/L account to use when Discount Allocation G/L Account is set to Alternative Account.

Docs  /  Solution  /  Discount Allocation  /  Pages
 VAT Entries

Use this page to review the discount allocation information stored with posted VAT entries.

Fields
ActivatedIndicates that discount allocation was enabled when this VAT entry was posted. Only activated entries are considered for allocation.
Dimension Set-IDShows the dimension set captured from the posting. Select the value to view its dimension values.
G/L Account No.Shows the original G/L account captured for this VAT entry and used to determine the discount allocation account.

Docs  /  Solution  /  Discount Allocation  /  Pages
 VAT Entries Preview

Use this page to review the discount allocation information that will be stored with VAT entries before posting.

Fields
ActivatedIndicates whether discount allocation is enabled for the VAT entry that will be posted.
Dimension Set-IDShows the dimension set that will be captured from the posting. Select the value to view its dimension values.
G/L Account No.Shows the G/L account that will be captured for the VAT entry and used to determine the discount allocation account.

Docs  /  Solution  /  Discount Allocation  /  Appendix
 Release Notes

Would you like to know what has changed in the extension?
Below you'll find an overview of the new features and changes made in the updates. Build-Overview in DevOps

NVXDIA 1.0.0.0

as of Business Central 27
2026/09/17

  • Initial Version

  Save manual as PDF or print  
DE|EN Imprint