Customer Discounts: To Configure a Manual Promotional Discount

In this activity, you will learn how to configure and apply a manual promotional discount. These discounts may be useful, for example, if you want to provide customer discounts based on promotional coupons.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the SweetLife Fruits & Jams company has decided to sell online training courses at a 20% discount, for which it has distributed promotional coupons. This discount is applicable from 12/15/2022 to 1/10/2023 for all customers.

Acting as a SweetLife accountant, you need to configure the discount code and discount in the system. You also need to enter an AR invoice for five days of the online home canning course for Allen's Bakery (ABAKERY) customer on 12/20/2022.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

  • On the Non-Stock Items (IN202000) form, the ONLCOURSE non-stock item has been created.
  • On the Customers (AR303000) form, the ABAKERY customer has been created.

Process Overview

You will create a discount code on the Discount Codes (AR209000) form, and then configure a manual promotional discount on the Discounts (AR209500) form.

To test how the configured manual promotional discount is applied, on the Invoices and Memos (AR301000) form, you will create an AR invoice and apply the manual discount you have configured earlier.

System Preparation

Before you start the activity, do the following:

  1. Launch the MYOB Advanced website with the U100 dataset preloaded, and sign in as an accountant by using the following credentials:
    • Username: johnson
    • Password: 123
  2. In the info area, in the upper-right corner of the top pane of the MYOB Advanced screen, make sure that the business date in your system is set to 12/20/2022. If a different date is displayed, click the Business Date menu button and select 12/20/2022. For simplicity, in this lesson, you will create and process all documents in the system on this business date.
  3. On the Company and Branch Selection menu, also on the top pane of the MYOB Advanced screen, make sure that the SweetLife Head Office and Wholesale Center branch is selected. If it is not selected, click the Company and Branch Selection menu button to view the list of branches that you have access to, and then click SweetLife Head Office and Wholesale Center.

Step 1: Enabling the Needed Feature

To enable the Customer Discounts feature, do the following:
  1. Open the Enable/Disable Features (CS100000) form.
  2. On the form toolbar, click Modify.
  3. Locate the Customer Discounts check box under the Advanced Financials section and select the check box.
  4. On the form toolbar, click Enable.

Step 2: Configuring the Manual Promotional Discount

To configure the 20% manual promotional discount, do the following:

  1. Open the Discount Codes (AR209000) form.
  2. On the form toolbar, click Add Row, and specify the following settings in the row:
    • Discount Code: PROMO00000
    • Description: Promotional discount by item
    • Discount Type: Line
    • Applicable To: Item
    • Manual: Selected
    • Auto-Numbering: Selected
    • Last Number: PROMO00000

    Discounts of this discount code are manual line discounts that are applicable if the document refers to a specific item.

  3. On the form toolbar, click Save.
  4. Open the Discounts (AR209500) form.
  5. On the form toolbar, click Add New Record, and specify the following settings in the Summary area:
    • Discount Code: PROMO00000
    • Discount By: Percent
    • Break By: Quantity
    • Active: Selected
    • Promotional: Selected
    • Effective Date: 12/15/2022
    • Expiration Date: 1/10/2023
    • Description: Promo discount for online course

    With these settings, the discount (of the discount code which you defined for manual promotional discount that apply to a specific item) is by percent, with break points by quantity, and is promotional, effective from December 15, 2022 to January 10, 2023.

  6. On the Discount Breakpoints tab, click Add Row on the table toolbar and specify the following settings in the table:
    • Break Quantity: 0
    • Discount Percent: 20

    Because the break quantity is 0, this discount of 20% applies to any quantity of items.

  7. On the Items tab, click Add Row on the table toolbar, and in the Inventory ID column, select ONLCOURSE. This is the only item to which the discount applies.
  8. On the form toolbar, click Save.

Step 3: Creating the AR Invoice and Applying the Manual Discount

To create the needed AR invoice for Allen's Bakery customer and apply the manual discount, do the following:

  1. Open the Invoices and Memos (AR301000) form.
  2. On the form toolbar, click Add New Record, and specify the following settings in the Summary area:
    • Type: Invoice
    • Customer: ABAKERY
    • Date: 12/20/2022
    • Post Period: 12-2022
    • Description: Online course 5 days
  3. On the Details tab, click Add Row on the table toolbar, and specify the following settings in the added row:
    • Branch: HEADOFFICE
    • Inventory ID: ONLCOURSE
    • Quantity: 5
    • UOM: DAY
    • Unit Price: 15
    • Discount Code: PROMO00000

    The Discount Percent column reflects the 20% discount that has been applied to the line, as shown in the following screenshot.

    Figure 1. Manual promotional discount applied to the line


  4. On the form toolbar, click Remove Hold, and then click Release to release the invoice.