Walkthrough: Monthly discount amount per HL

Next to the on-invoice discounts, we also agreed a monthly bonuses with the Selangorian Pub (20000). We give them an additional fee of 10.00 per hectoliter on the sales of our own beers. Verify the setup for such a discount. You can use it as an example to implement it yourself:

1. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
2. Select Rule No. 23 and choose the Edit action.
3. In the Calculation Code the M_HL_DISC code is selected. We use this code for our monthly volume discounts.
   • The Calculation Period for this code is Month. This means that the condition is calculated on all transactions in one month.
4. The Description (General FastTab) makes clear what the discount is about. It is shown on the order and can be printed on the invoice.
5. The rule has the Certified Status. Which means that it will be used in transactions that meet the criteria for the rule. Rules with other statuses will never be used in transactions.
6. On the Customer/Vendor (Source) FastTab we defined that this discount will be given to customer 20000 (Source Type and Source No.) and based on transactions with that customer (Based on Source is Member).
7. On the Item FastTab, we explained for which products the discount is applicable: all items that belong to the Classification Item OB. Use the Lookup button to view this classification.
8. On the Others FastTab, we added an additional criterium for the rule. It is only applicable on sales lines with a Reason Code that belongs to the SALES group. In our example, we did not set this reason code by ourselves. It was automatically inserted from the Aptean Beverage Foundation Management.
9. On the Rates FastTab: the 10.00 is set in the Rate Unit (Price) field and the HL is selected in the Unit of Measure (Price) field.

At month-end, we will be settle this bonus with a sales credit memo that is created in the Condition Periodic Settlement Journal. If you execute the next exercise, you can later use it in the settlement journal.

Exercise Monthly Discount

1. Change your Work Date to January 1st 2024 in My Settings.
2. Select the Search icon , enter Sales Orders, and then choose the related link.
3. Select New to create a new entry.
4. In the Customer field, enter the name Selangorian (20000).
5. Fill in lines:

6. Choose the Post (Ship and Invoice) action.