Update Discounts

Form ID: (AR502500)

You use this form to make pending discount sequences effective ones. Pending sequences will appear in the list only if their start date is sooner than the specified pending date You can update all of them or only the selected ones.

While it updates discounts, the system performs the following steps for each selected sequence:

  • Removes from the database the last sequence (the one used before the currently effective sequence), if any
  • Marks the currently effective sequence, if any, as the last one
  • Marks the pending sequence as the currently effective one
Note:
For each discount, effective sequences, if defined for the same time interval, should not have intersecting lists of customers, items, or other entities.

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

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Process Processes the discounts you have selected in the table, replacing the currently effective sequences with pending sequences whose start dates have reached the date specified in the Max. Pending Discount Date box.
Process All Processes all the listed discounts, replacing the currently effective sequences with pending sequences whose start dates have reached the Max. Pending Discount Date.

Selection Area

In the Selection area, you can select the latest start date for pending discount sequences to be made effective.

Element Description
Max. Pending Discount Date The date used to select pending sequences for updating; only pending sequences with later start dates than this date will be updated.

Table

This table contains the discount sequences with start dates that have reached the Max. Pending Discount Date.

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

Table 1. Table Columns
Column Description
Included An unlabeled check box that you select to include this discount sequence for processing.
Discount Code The code of the discount whose sequence can be processed.
Sequence The identifier of the pending sequence of the discount.
Description The description provided for the sequence.
Discount By The way the discount is expressed: by percentage or by amount.
Break By The way the discount breakdown sequence is specified, which is one of the following options:
  • Quantity: The ranges for the sequence are formed by specified quantities.
  • Amount: The ranges for the sequence are formed by specified amounts.
Effective Date The date when the discount sequence becomes effective and can be applied to sales orders and invoices.
Last Update Date The date when the discount was last updated.