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[Bharat Patel]

We are retail company using Dynamics AX 2013 R3 CU9

We would like to affiliate various bank credit and debit cards for discounts.

How do we achieve this? As soon as the payment type is selected as card, the system should give automatic discount based on the card type which is captured in card details table.

We would like to know how these card details can be associated with discounts?

Thanks in advance

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Bharat Patel
Head of IT
Safari House General Trading Company
Kuwait
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[Patrick Hodo]

Hi, Bharat

Are you wanting to apply the discount in the Rich Client (non retail) transactions, retail transactions or both?  Based on the fact that you reference card types, I’m going to assume retail.  If you are using the ePOS, you could customize the EFT.DLL in the SDK to perform these discounts.  In mPOS, you can also do this via a customization, but it would be a bit more difficult.  The issue is that without paying the amount that AX “thinks” is the full amount, you will have an outstanding balance.  You cannot apply a discount until the method of payment is used.  

It’s not an easy answer.  Hopefully, this helps.  

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Patrick Hodo
Chief Technical Officer
Red Maple
BOERNE TX
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[Susan Alvarez]

Hi, there is a feature specifically for this in retail. Please look at retail store methods of payment. Retail> Common> Retail channels> Retail stores. Click the ‘Payment methods’ button in the ‘Setup’ area. When you select a ‘card’ type of payment, the ‘Card Setup’ button is activated. Under that button, in the ‘Posting’ fast tab, AX has options to set card discount fee percentages and a GL account to charge this to.

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Susan Alvarez
VP of Consulting Services
ITK Solutions Group
Atlanta GA
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[Girish V. Nair]

 Hi Bharat, 

Tender based discount calculation is not a part of Standard feature.

But Using card fee, the amount may not be calculated as discount and will not be flown in the POS print receipt. Also the card fee pct. calculation works only upon the post statement process..

However you can still think of using “Total Discount”, separate button can be given in the POS with different pct., based on the tender type used cashier can select the total discount pct. manually. Same discount flows to the Cash and carry sales and customer order..

To automate the Discount pct. based on the tender used, this has to be customized in a way that mapping the payment type with the discount pct. (Total) and same to pushed to the store database, by this we can leverage standard discount calculation..

 Regards

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Girish V
Senior Advisory Consultant
Tectura India

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