Discount Codes

Form ID: (AR209000)

You can use this form to add, edit, view, and delete the discount codes defined in your company. To complete the configuration of discounts, you specify discount sequences for each discount code on the Discounts (AR209500) form. For more information, see Configuring and Applying Customer Discounts, Customer Discounts: Discount Codes, and Customer Discounts: Discount Sequences.

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

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Discount Codes Table

This table contains all the discount codes defined in the system and can be used to create new discounts.

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 discount. An alphanumeric string of up to 10 characters may be used.
Description A brief description of the discount. Use an alphanumeric string of up to 50 characters.
Discount Type The type of the 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:
  • Customer: The discount is applied if the document refers to a specific customer.
  • Item: The discount is applied if the document refers to a specific item.
  • Item Price Class: The discount is applied if the document refers to items of specific price class.
  • Customer and Item: The discount is applied if the document refers to a specific customer and specific item.
  • Customer and Item Price Class: The discount is applied if the document refers to a specific customer and items of a specific price class.
  • Customer Price Class: The discount is applied if the document refers to a customer of a specific customer price class.
  • Customer Price Class and Item: The discount is applied if the document refers to a specific item and a customer of a specific price class.
  • Customer Price Class and Item Price Class: The discount is applied if the document refers to a customer of a specific price class and to items of a specific price class.
  • Warehouse: The discount is applied if the document refers to a specific warehouse. (This option appears only if the Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.)
  • Warehouse and Item: The discount is applied if the document refers to a specific item sold from a specific warehouse. (This option appears only if the Warehouses feature is enabled on the Enable/Disable Features form.)
  • Warehouse and Customer: The discount is applied if the document refers to a specific customer and a specific warehouse. (This option appears only if the Warehouses feature is enabled on the Enable/Disable Features form.)
  • Warehouse and Item Price Class: The discount is applied if the document refers to a specific warehouse and items of a specific price class. (This option appears only if the Warehouses feature is enabled on the Enable/Disable Features form.)
  • Warehouse and Customer Price Class: The discount is applied if the document refers to a customer of a specific price class and to a specific warehouse. (This option appears only if the Warehouses feature is enabled on the Enable/Disable Features form.)
  • Branch: The discount is applied if the document refers to a specific branch. (This option appears only if at least one of the following features is enabled on the Enable/Disable Features form: Multibranch Support or Multicompany Support.)
  • Unconditional: The discount is applied to all documents unconditionally.

For a Document discount, the following options are available:

  • Customer: The discount is applied if the document refers to a specific customer.
  • Customer and Branch: The discount is applied if the document refers to a specific customer and a specific branch.
  • Customer Price Class: The discount is applied if the document refers to a customer of specific customer price class.
  • Customer Price Class and Branch: The discount is applied if the document refers to a customer of a specific customer price class and a specific branch.
  • Unconditional: The discount is applied to all documents unconditionally; this option is mostly used for promotional discounts.
Applied to Deferred Revenue A check box that (if selected) indicates that a discount should be applied to a component price while computing a deferred revenue for the component. This option is applied to the Line discounts only.
Note: This check box is hidden if the Deferred Revenue Management feature is disabled on the Enable/Disable Features form.
Manual A check box that (if selected) indicates that this 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 (if selected) indicates 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-level discounts.
Skip Document Discounts A check box that indicates (if selected) that after this discount has been applied, no other applicable discounts should be applied. This check box is available for only a Group discount.
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 ID used for the 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.