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Fulfillment and Discounts

edited Nov 25, 2019 10:47AM in Accounting / ERP 6 comments

We are a Software company that rely's on our consultants and developers to fulfill items from the field.

The issue is that Applicable Discounts do not carry over to the new invoice using Fulfillment.

So our AR must relook at the Sales Order to see if there was a Discount applied and manually type this in.

Our discounts are applied to specific line items or subtotals.

The only other way is to Bill from the Sales Order (Next Billing), where the everything comes over, and we lose our ability to fulfill from our Field Operatives.

Are we trapped in a world of looking at every order for discounts when we bill using Fulfillment?

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