Implementing the [1]janice.paganiniImplementing the 2023/12/2815:26:36-05:00Contract Functionality[2]janice.paganiniinsert2023/12/2815:26:39-05:00 Implementation: Discount Application to a [3]janice.paganiniThis topic is confusing (as was the original content). I tried to help and I know you did too, but we are trying to make the details of system internals accessible for a user, and I still worry that it will be over the head of most readers. I wonder about something. We have a concept topic on contract items and a concept topic on contract templates ... and a concept topic on the application of discounts to a contract. This seems to give too much focus to discount application and too little to contracts, which are the focus of the whole guide. Wouldn't it be better to have a Customer Contracts concept topic that is analogous to the Contract Items and Contract Templates topic? It could describe in a bit more detail than the GI topic had how a contract is created, as well as which settings are inherited from the customer and from the template (and which can be overridden before contract setup). You could even have this content as a SECTION within that topic, so we are putting more focus on contracts but still covering the basic information about how discounts are applied to contracts. If "the stages of a contract" content from the GI topic is not eliminated or placed in a guide intro topic, it could even be in this topic, with modifications, to give a bit of an overview about what happens after the drafting stage of this chapter.2022/10/0217:35:47-04:00Contract

[4]janice.paganiniTell what specifically the discount code will be applied to. Only recurrent services, as the Configuration Prerequisites topic seemed to say, or all prices?2022/10/0217:05:00-04:00In this topic, you will find details on the discount code that you can apply to a contract. The discount code determines the discount rate, the application rules, and the non-stock [5]EFeoktistovanon-stock 2023/08/2209:44:51+02:00items it can be applied to.

The discount codes that may be available for selection are created on the Discount Codes (AR209000) form, and the discount sequences of each discount code are created on the Discounts (AR209500) form.

Discounts Available for Selection

To apply a discount to a contract, open the Details tab on the Customer Contracts (CT301000) form, and select a discount code in the lookup table for the Promo Code box.[6]EFeoktistovaCheck the procedure2022/09/0914:02:53+03:00

The system forms the list of discount codes in the lookup table as follows:

[8]janice.paganiniWhat does this mean? That these are available for selection in the lookup table and no further checks are performed, or that these discounts MAY be available depending on the further steps the system performs, and discount codes not meeting this condition are unavailable for selection. We must rephrase this bullet, and this entire list so our intended meaning is clear. (I know this is old phrasing, but it is not clear. We are describing inner working of the system in user doc, so our wording must be as clear as possible so that even a novice user understand what we mean.) I *think* we mean "The system continues to Step 2 for only discount codes with the ... sequence. Other discount codes will not be available in the lookup table."2022/10/0217:11:13-04:00
1. The system selects all discount codes with the Line type that have at least one active discount sequence.
2. For the discount codes that have not been excluded in Step 1, the system checks the conditions defined in the active discount sequences of the discount codes. A discount code proceeds to Step 3 for possible conclusion only if the code is applicable to any of the [9]janice.paganiniadd after this a comma and either "based on the settings of the discount code [and its discount sequences??]" or "based on the settings on the ___ [form or forms]"2022/10/0217:31:08-04:00following:
   • The customer account for which you are preparing a contract
   • The customer price class to which the customer account belongs
   • [10]janice.paganiniALL of them or ANY of them? Please replace this with one of the two.2022/10/0217:25:42-04:00The non-stock items used in the contract items
   • The item price class to which the non-stock item belongs[11]janice.paganiniIf I am understanding this correctly, it would be clearer to cut this note and change the phrasing in the third bullet to "Any of the non-stock items used in any of the included contract items"2022/10/0217:27:14-04:00
     Note: The system displays in the lookup table for the Promo Code box all discount codes that may be applicable to the items in the contract. In other words, the selector might show some discount codes that aren’t suitable for any of the contract items at the current moment.
[12]janice.paganiniMust this condition be met for ALL discount sequences of the discount code or ANY discount sequence of the code?2022/10/0217:35:00-04:00
3. For each discount code that has not been excluded in Step 2, if an applicable discount sequence of the discount code is marked as [13]janice.paganiniOn what form? Mention it before the comma2022/10/0217:32:37-04:00promotional, the discount code will be listed in the lookup table only if the contract start date is in the promotional range.

If you do not specify a discount code for a contract, the system will apply the best active line discount when you run the contract billing process. If you specify a discount code for a contract, the system will apply the specified discount, even if a better discount is available.

[14]janice.paganiniMention in what SPECIFIC boxes of the Contract Items form2022/10/0217:19:12-04:00The system applies the specified discount to only the non-stock items used in contract items. [15]janice.paganiniRecord it where/how?2022/10/0217:19:45-04:00If you record the contract usage of a non-stock item that is not included in the contract, the system will apply the best available discount for this non-stock item.

For more information, see Customer Discounts: General Information.