Criteria Discount

The following feature works the same as the Percentage Discount feature in the Disc, Route, Pkg tab and has an additional checkbox for Actual Postings. The functionality creates a record in the discount portion of the Disc, Route, Pkg tab when Future Posting is selected.

  1. Select the account and navigate to the Invoice tab.
  2. Click Criteria Discounts to open a dialog box.
  3. Enter the Percentage value and the number of counts in the Apply Count field if the discount is accorded an X number of times. For example, enter 1 to specify a one-time discount for every selected department code or leave as blank for unlimited discounts given for every selected department.

    Figure 10-75 Criteria Discounts Window


    This figure shows the Criteria Discounts Window
  4. Select the Financial Department entitled to discount.
  5. Select either the Actual checkbox or the Future Postings checkbox and, click OK to save.

    WARNING:

    Once a discount is posted to an actual posting, it cannot be reversed. If the discount has a count indicator, the system then posts the discount until it reaches the indicated count, and no further discounts are accorded thereafter.
  6. The system then posts an adjustment (reverse) against the original posting and sets the adjusted posting to No Print automatically and, reposts the correct value with the discount indicated.

    Figure 10-76 Example of Criteria Discount


    This figure shows the Example of Criteria Discount

See also Disc, Route, Pkg.