Creating Discount Items for Philippines Invoicing

Use discount items to apply discounts to sales transactions in the Philippines.

Note:

To allow users with a custom role to create and apply discount types, assign Full access to the SAL Philippines Discount record. Alternatively, set the access level to View to let users with custom roles see discount items without creating or applying them. For details, see Assigning Permissions to Custom Roles for Philippines Invoicing.

To create a discount item for Philippines invoicing:

1. Go to Lists > Accounting > Items > New.

2. Click Discount.

3. Provide values for the following fields:

   • Item Name/Number – Enter a descriptive name (up to 250 characters).

   • Rate – Enter the discount amount.

     To apply a percentage, add the % symbol (for example, 10%). To apply a fixed amount, enter a positive number (for example, 500).

   • Subsidiary – If using a OneWorld account, select a Philippines subsidiary in the Classification section. For non-OneWorld accounts, the system sets the Philippines subsidiary by default.

4. On the Accounting subtab, select Sales or Sales Discount as the Account.

   If you’re unsure which account to use, consult your finance or accounting department.

5. On the Philippines Invoicing subtab, select the discount type you want to assign to this discount item:

   Note:

   The Philippines Invoicing subtab appears only for Philippines subsidiary.

   • Senior Citizen

   • Person With Disability

   • National Athlete

   • Medal of Valor Recipient

   • Solo Parent

6. Click Save.

For information about how discount items affect transactions, see Discount Details. To apply a discount to items on a transaction, see Applying a Discount on a Sales Order.

General Notices