Vendor Discount Codes

Form ID: (AP204000)

This form is available only if the Vendor Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

You can use this form to add, edit, view, and delete the vendor discount codes defined in your company. To complete the configuration of vendor discounts, you specify discount sequences for each discount code on the Vendor Discounts (AP205000) form. For details, see Vendor Discount Sequences.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

In the Summary area, you can select a vendor whose discounts you want to configure.


Element	Description
Vendor ID	The vendor, by vendor ID, that is associated with the discount codes displayed on the form. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.

Discount Codes Tab

This table lists all the discount codes defined in the system for vendor discounts and can be used to create new discount code sequences (if you click Add Row on the table toolbar).

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Discount Code	The unique code for the vendor discount. An alphanumeric string of up to 10 characters may be used.
Description	A brief description of the vendor discount. Use an alphanumeric string of up to 50 characters.
Discount Type	The type of the vendor discount, which can be one of the following options: Line: The discount applies to a document line. Document: The discount applies to the document amount. Group: The discount applies to multiple lines in the same document.
Applicable To	The entity to which the discount may be applied. For a Line or Group discount, you can select one of the following options: Item: The discount is applied if the document includes specific items. Location: The discount is applied if the document is associated with specific vendor location. Item and Location: The discount is applied if the document includes specific items purchased from specific vendor location. Unconditional: The discount is applied to all documents unconditionally. For a document-level discount, only one option is available: Unconditional: The discount is applied to all documents unconditionally.
Manual	A check box that indicates (if selected) that this vendor discount is excluded from automatic searches for the best available discount. A user can, however, add manual discounts to a document line or to a document.
Exclude From Discountable Amount	A check box that indicates (if selected) that the line amount is excluded from the amount that is the base for any applicable Group or Document discount. This option is available for only Line discounts.
Skip Document Discounts	A check box that indicates (if selected) that after this vendor discount has been applied, no other applicable discounts should be applied. This option is available to only Group discounts.
Auto-Numbering	A check box that you select to use auto-numbering for generating IDs for sequences based on this discount code. By default, the discount code will be used as a prefix for generating sequence IDs, but you can instead specify in the Last Number column a string to be used as a template for auto-numbering.
Last Number	The last sequence ID used for a sequence, if sequence IDs are auto-numbered. If you enter a string here before any sequence is created, the string will be used as a template for auto-numbering. The string may contain up to 10 characters with digits at the end. The last letter used divides the string into a prefix and the integer to be auto-incremented. If no value is specified, the discount code will be used as a prefix.

Calculation Settings Tab

This tab provides settings that are used for all discounts of this vendor.


Element	Description
Apply Line Discount to	The way line discounts will be applied for this vendor. Select one of the following options: Extended Cost: The discount will be applied to the line amount (that is, to the item's extended cost). Unit Cost: The discount will be applied to the item's unit cost.