Setting up sales and purchase condition rules

Article • 7/2/2025 • 3 min read

In the Sales and Purchase Condition rules, you define:

  1. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
  2. On the action bar, select New.
  3. Fill in the fields as necessary. Hover over a field to read a short description.

General FastTab

On the General FastTab, you define the general characteristics of the rule, like a description that will be included in your sales documents.

Customer/Vendor (Source)

On the Customer/Vendor (Source) FastTab, you define the source(s) for the rule; your customer(s), or vendor(s). A rule can define a condition (discount, charge or promotion) for:

You can use the Based on Condition Customer/Vendor No. toggle to control whether the system should evaluate and settle condition rules using the Condition Customer No. or Condition Vendor No. field values specified on the Customer Card or Vendor Card page.

In addition, you can define conditions based on fields on the Customer/Vendor Card:

Or set a dedicated Payment Method in the transaction when the rule is applied in the Payment Method Code field.

And, when groups of customers or vendors are defined, you can include customers or vendors that are not in that group, or exclude certain customers or vendors even though they are in the group.

Item

On the Item FastTab, you define the product(s) for the rule; the items where the condition is calculated on:

In addition, you can define conditions based on fields on the Item Card:

And, when groups of items are defined, you can include items that are not in that group, or exclude certain items even though they are in the group.

Others FastTab

On the Others FastTab, you can define additional criteria for the rule:

Or set a dedicated Location or Reason in the transaction when the rule is applied in the Location Code or Reason Code field.

Even when the period for a periodical condition that you are setting up has already started, you are still able to settle that condition with your customers and vendors for the whole period. For more information, see the Walkthrough: Create Condition Ledger Entries from history.