Currently, when applying a total discount on a sales order in Dynamics 365 Finance, the system always uses the account defined in the Automatic transactions setup. Unlike line discounts (which use the discount posting matrix), total discounts do not allow flexibility in accounting treatment.

This creates limitations for finance teams, as all total discounts are aggregated into a single ledger account, regardless of the customer group. For organizations with multiple customer segments (e.g., retail, wholesale, distributors), this lack of granularity reduces transparency and prevents proper margin analysis at the segment level.

Proposed Improvement:

Introduce functionality to define different ledger accounts for total discounts by customer group.

Business Value:

• Improved financial reporting: Enables better P&L analysis by customer segment.
• Stronger internal controls: Ensures proper allocation of discounts across the right ledger accounts.
• Increased flexibility: Aligns total discount posting logic with existing discount posting matrix logic.