Customer Discounts: Application of Manual Discounts

If your organization provides discounts that do not have formal conditions for automatic application (that is, document-specific discounts), you can enter line, group, and document discounts manually in each document on the following forms:

Application of Manual Line Discounts

You can apply manual line discounts to a document on the Details tab of the document’s creation form as follows:

  • If the Customer Discounts feature is disabled on the Enable/Disable Features (CS100000) form, you type the appropriate percent or amount in the Discount Percent or Discount Amount column.
  • If the Customer Discounts feature is enabled on the Enable/Disable Features form, you can do either of the following:
    • Select an existing discount code in the Discount Code column.
    • Type the appropriate percent or amount in the Discount Percent or Discount Amount column, and select the Manual Discount check box.

Application of Manual Group Discounts

If the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form, you can apply a manual group discount to a document. To do this, on the Discounts tab, you select the appropriate discount code in the Discount Code column and then select the appropriate discount sequence for this code in the Sequence ID column.

If the Customer Discounts feature is disabled on the Enable/Disable Features form, you cannot configure or apply group discounts.

Application of Manual Document Discounts

You can apply manual document discounts on the appropriate form as follows:

  • If the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form, you can apply a discount on the Discounts tab in either of the following ways:
    • To use an existing discount code, in the Discount Code column, you select the existing discount code, and in the Sequence ID column, you select the appropriate discount sequence for this code.
    • To enter a document discount manually, you type the percent or amount in the Discount Percent or Discount Amt. column. The system will automatically select the Manual Discount check box.
  • If the Customer Discounts feature is disabled on the Enable/Disable Features form, you can enter a manual document discount in the Document Discounts box in the Summary area of the appropriate form.

Recalculation of Discounts after Updating Item Quantities

If you change the line quantities after adding manual discounts, manual discounts will be recalculated. They will not, however, be replaced by automatic discounts, even if the automatic discounts would result in a greater discount amount. Recalculation rules apply as follows:

  • Line discounts: Once you have applied a line discount to a line, its percentage value becomes fixed. If you update the quantity of the line item or its discountable amount, the discount amount will be recalculated automatically even if you initially specified the discount as a specific amount.
  • Document discounts: When you save the document to which you have applied a document discount, its amount value becomes fixed. If anything changes in the document lines, the discount amount will remain the same unless you manually change its value.