If you can't enter a discount, then it is likely there is no linked account set up under Setup, Settings, Receivables, Linked Accounts.

Hi Richard.

Thank you for replying. I did check that as well. There is a linked account for early payment.

Sorry, I just realised you said vendor, so the linked account for Early Payment Purchase Discounts should be under Setup, Settings, Payables, Linked Accounts, Invoices and Payments.

I was confused by you indicating

Ashton D. said:

and then go to receipts to record a payment

You would not go to Receipts to record the payment for this vendor, you would use the Payments module.  Receipts is the Receivables module (Money In), Payments is the Payables module (Money Out).  However, your first post does not indicate you entered an invoice.  You can't record a discount against an invoice unless you have an invoice to pay (in either module).

Please describe what you are attempting to do, using the terminology in the program and provide a screen shot of the window you are recording the payment in but cannot access the Discount Taken column.  This will help us replicate the situation and possibly find the problem.

Yes, sorry, I meant payments, not receipt!

There has been an invoice added under the vendor's account already. I should have a 2% discount if paid by the 15th of the month. 

Ok, I am getting the idea now that you may have entered the payment terms on the vendor ledger, AFTER you entered the vendor invoice.  Is this correct?  Without knowing your exact sequence of events and where you entered the payment terms, it is hard to tell.

Questions

1) On the screen you showed us above, can you click in the Discounts Taken Field beside that invoice and enter the discount you wish to take?

2) Can you double-click the invoice and see the payment terms on the invoice data entry screen?

Ah! Yes, you got it! The invoice was created before I input the terms. It was not showing on the invoice when I opened the screen.

Thank you very much for your help! Very much appreciated :) 

That still doesn't answer the question

Richard S. Ridings said:

1) On the screen you showed us above, can you click in the Discounts Taken Field beside that invoice and enter the discount you wish to take?

This was the whole problem you had to begin with.  You have said No to this all along.

My issue was that the discount wasn't showing up at all, even though I added the terms (Payables - view supplier record - options - terms). What I didn't realize is that if I had input the invoice prior to adding the terms, that I would have to revise the invoice and add the terms myself in the bottom left hand corner and post it for the discount to show up. Prior to adding the terms on the invoice myself, when I went into payments, it would not allow me to add the discount available or discount taken manually. 

The reason I went to the Linked Account route is because you said the program would not allow you to enter a discount.  On my system (Sage 50 2023.1) I can enter a discount even if the discount terms were not indicated on the data entry screen of the invoice.

I asked for the data entry screen so I could see the discount columns were visible (aka it is or is not showing as you mentioned in your first post of this message thread).

Had you said the program didn't calculate the discount, that would have been a different conversation between us.

See the image below.  The vendor payment is inset inside the image of the vendor invoice (#85).  There are no terms on the invoice, there are no discounts available on the payment screen (green arrows and yellow highlight) but I still took a $50 discount on a $52 charge (eg. I can still enter the discount or it lets me add the discount - you mentioned it was not allowing this in your first post of this message thread).

That's correct. I cannot enter a discount amount manually. Sage will not allow me to do that. 

I am afraid I don't know what the solution is.  I just did some more testing and the program allows me to enter a discount even when the discount linked account does not exist.  It will not allow me to post and tells me the solution is to add the linked account but I can add one and the resulting payment shows up as well.

I cannot come up with any reason why you cannot use that field.  When you select the vendor and use the Tab key to move between all the fields, do you tab into that field and can you then enter a number before you have entered the total amount to pay for that invoice?

Is it only for this vendor or is it all vendors that cannot enter discounts?

Do you get any error messages?

Hi Richard,

You have already solved my issue. I just needed to revise the vendor's invoice to add the discount terms manually and post it again. The discount now shows when I go into payments.