Discount Question
Hi Everyone!
What determines Discount for Sale vs Discount for Purchase items? It is the Accounts they are associated with? Also, is there a way to restrict Discount for Purchase item in Sales Order? Is there a preference setting in NetSuite?
Thank you.
Yes, identification of discount depends on account type.
- Discount for Purchase
- Other Current Asset
- Fixed Asset
- Other Asset
- Other Current Liability
- Long Term Liability
- Equity
- Cost of Goods Sold
- Expense
- Other Expense
- Deferred Revenue
- Deferred Expense
- Discount for Sale
- Income
- Other Income
You mean by restricting Discount for Purchase is that, you cannot select Discount for Purchase in Purchase Order or in other transaction? Or you do not want to select Discount for Sale in Sales Order? In either way, you can use saved search to filter the items that can be selected in item lines, then use this saved search in custom form > sublist fields > item filter.
Hi!
In NetSuite, the discount type for items (Sale vs. Purchase) is typically determined by the item record settings and the accounts they are associated with. Discounts for Sales and Purchases are managed separately through item configuration and specific transaction types.
To restrict “Discount for Purchase” items on Sales Orders, you can use item-level settings or custom scripts. There isn’t a direct preference setting to restrict this, but customization can achieve the desired control.
Codinix Technologies can help configure your NetSuite system to manage discounts effectively and set up custom restrictions as needed. Contact us for tailored solutions and support.
In theory Discpunt for Purchase item should not even be pickable on a Sales Order. Just like other item that are “For Purchase” it should be locked to only the purchase side of the house (procure to pay). BUT I just tested this an of course this is a bug and doesn’t work correctly. Seems the like distinction of “Discount for Purchase” versus “Discount for Sale” is determined by the first account when you first save it. Then you can change the account but the subtype won’t change. But then the subtype doesn’t acctually do anything. I was able to add a “Discount for Purchase” to a Sales Order but that should have been blocked. So I call that a bug.
So a workaround would be use the feature where you can put a saved search on a custom form to filter what items are pickable on that form.



