3764517 - Additional Overall Discount in Customer Invoices Exceeds the Discount Maintained in the Sales Order

A mismatch is observed between the Additional Overall Discount maintained in the Sales Order and the discount reflected in Customer Invoices. The total discount applied across Customer Invoices can exceed the fixed header discount defined in the Sales Order.

SAP Business ByDesign

Scenario 1: Additional Overall Discount Exceeded After Adding New Line Items to a Released Sales Order

1. Navigate to Sales Orders work center.
2. Select the Sales Orders view.
3. Create a new Sales Order with two line items of type Service - Fixed Price (Project-Based):
   Line Item 10: Quantity = 2 EA, List Price = EUR 230
   Line Item 20: Quantity = 2 EA, List Price = EUR 460
4. Go to Pricing and Invoicing tab and select the Pricing sub-tab.
5. Under Total Pricing, maintain an Additional Overall Discount of EUR 400.
   Resulting values:
   Total Item Net Value = EUR 1,420
   Additional Overall Discount = EUR -400
   Total = EUR 1,020
6. Save the Sales Order and create a Project from the Sales Order.
7. Release the Sales Order and the Project.
8. Go to Customer Invoicing work center.
9. Select the Project Invoice Requests view.
10. Create a Project Invoice Request (PIR) for the Sales Order.
11. Release the PIR and create the Customer Invoice.
12. Open the Customer Invoice and navigate to the Pricing tab.
    Pricing details:
    Line Item 10 = EUR 460
    Line Item 20 = EUR 960
    Total Item Net Value = EUR 1,420
    Additional Overall Discount = EUR -400
    Total = EUR 1,020
    At this stage, the Additional Overall Discount maintained in the Sales Order is correctly reflected in the Customer Invoice.
13. Add a new line item to the released Sales Order.
    Add Line Item 30 with:
    Quantity = 2 EA
    List Price = EUR 230
14. Maintain the Project Task and save the Sales Order.
15. Create a Project Invoice Request for Line Item 30.
16. Release the PIR and create the Customer Invoice.
17. Pricing details in the Customer Invoice:
    Line Item 30 = EUR 460
    Total Item Net Value = EUR 460
    Additional Overall Discount = EUR -97.85
    Total = EUR 362.15

Observed Result:
Additional Overall Discount maintained in the Sales Order = EUR 400
Discount applied in the first Customer Invoice = EUR 400
Discount applied in the second Customer Invoice = EUR 97.85

Total discount applied across invoices = EUR 497.85

The discount in Customer Invoices therefore exceeds the EUR 400 discount maintained in the Sales Order.

Scenario 2: Quantity in Project Invoice Request Exceeds the Quantity Requested in the Sales Order

1. Go to Sales Orders work center.
2. Select the Sales Orders view.
3. Create a new Sales Order with two line items of type Service - Fixed Price (Project-Based):
   Line Item 10: Quantity = 2 EA, List Price = EUR 230
   Line Item 20: Quantity = 2 EA, List Price = EUR 460
4. Go to Pricing and Invoicing tab and select the Pricing sub-tab.
5. Under Total Pricing, maintain an Additional Overall Discount of EUR 400.
   Resulting values:
   Total Item Net Value = EUR 1,420
   Additional Overall Discount = EUR -400
   Total = EUR 1,020
6. Save the Sales Order and create a Project from the Sales Order.
7. Release the Sales Order and the Project.
8. Go to Customer Invoicing work center.
9. Select the Project Invoice Requests view.
10. Create a Project Invoice Request (PIR) for the Sales Order.
11. Before releasing the PIR, increase the quantity of one line item beyond the quantity maintained in the Sales Order.
    Example:
    Sales Order Quantity for Line Item 10 = 2 EA
    Quantity maintained in the PIR = 3 EA
12. Review the pricing details in the PIR.
    Example:
    Line Item 10 Net Value = EUR 690
    Line Item 20 Net Value = EUR 920
    Total Item Net Value = EUR 1,610
    Additional Overall Discount (Fixed) = EUR -400
13. Release the Project Invoice Request and create the Customer Invoice.
14. Open the Customer Invoice and navigate to the Pricing tab.

Observed Result:

The Additional Overall Discount reflected across Customer Invoices exceeds the discount amount maintained in the Sales Order.

Scenario 3: Additional Overall Discount Exceeded When Quantities Are Split Across Multiple Project Invoice Requests and the List Price Is Changed for a Service - Time and Material (Project) Item.

1. Navigate to Sales Orders work center.
2. Select the Sales Orders view.
3. Create a Sales Order with a line item of type Service - Time and Material (Project):
   Line Item 10: Quantity = 10 EA
   List Price = EUR 100
4. Go to Pricing and Invoicing tab and select the Pricing sub-tab.
5. Under Total Pricing, maintain an Additional Overall Discount of EUR 200.
   Resulting values:
   Total Item Net Value = EUR 1,000
   Additional Overall Discount = EUR -200
   Total = EUR 800
6. Save the Sales Order and create a Project from the Sales Order.
7. Release the Sales Order and the Project.
8. Navigate to Customer Invoicing work center.
9. Select the Project Invoice Requests view.
10. Create the first Project Invoice Request (PIR) for a partial quantity:
    Quantity = 4 EA
11. Release the PIR and create the Customer Invoice.
12. Create a second Project Invoice Request for another partial quantity:
    Quantity = 3 EA
13. Before releasing the second PIR, change the List Price of the item.
    Example:
    Original List Price = EUR 100
    Updated List Price = EUR 150
14. Release the second PIR and create the Customer Invoice.
15. Create a third Project Invoice Request for the remaining quantity:
    Quantity = 3 EA
16. Release the third PIR and create the Customer Invoice.
17. Open the Customer Invoices and review the Pricing details.

Observed Result:

The total quantity invoiced across all Project Invoice Requests (PIR) remains equal to the quantity maintained in the Sales Order. However, because the quantity is invoiced through multiple PIRs and the List Price is changed during the invoicing process, the net values used for discount distribution changes.

The Additional Overall Discount (Fixed) that was copied to the Project Invoice Requests is not automatically recalculated when the List Price changes. As a result, the Additional Overall Discount reflected across the Customer Invoices is exceed the Additional Overall Discount maintained in the Sales Order.

• The Additional Overall Discount maintained in the Sales Order was exceeded when adding new Line Items in the Sales Order after it got Released.
• The Additional Overall Discount maintained in the sales order was exceeded when additional quantity was invoiced via Project Invoice Requests compared to the quantity requested in the sales order.
• For Project Invoice Requests, when quantity/list price is changed, a fixed header discount is not recalculated; the initially copied fixed amount remains unless manually adjusted.

Scenario 1:

If new Line Items were added after the sales order was released and earlier invoices/Project Invoice Requests exist, the previously calculated distribution will not be retroactively adjusted. 
To re-apply the overall discount including newly added items, cancel the existing related invoices/PIRs, then recreate the PIRs so pricing considers all items together.

Scenario 2:

When the quantity maintained in the Project Invoice Request (PIR) exceeds the quantity requested in the corresponding Sales Order line item, the Total Item Net Value in the PIR increases.
As a result, the discount distribution in the subsequent Customer Invoice may cause the Additional Overall Discount reflected across Customer Invoices to exceed the discount amount maintained in the Sales Order.
Therefore, if additional quantities are invoiced beyond the quantity defined in the Sales Order, an increase in the discount value reflected in Customer Invoices is considered standard system behavior.

Note: Before releasing the Project Invoice Request, review the invoiced quantity against the quantity maintained in the Sales Order.

Scenario 3:

The Additional Overall Discount will not be recalculated, while changing the quantity and list Price of the Line Item in the Project Invoice Request (PIR). This is standard behavior.

When changing quantity or list price in a PIR and a fixed header discount is used, manually need to adjust the discount before releasing the PIR to keep the intended total:

1. Open the PIR and go to Total Pricing.
2. Remove the price component “Additional Overall Discount (Fixed)”.
3. Add the same price component again and enter the required value so the discount across invoices matches the intended overall amount.

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