Walkthrough: Payment method discounts
Customers that mandate us for direct debit receive a discount of 1% on their net sales. We have a direct debit mandate from the Selangorian Pub (20000).
- Verify the setup for such a discount. You can use it as an example to implement it yourself:
Select the Search icon
, enter Sales and Purchase Condition Rules, and then choose the related link.Select Rule No. 10 and choose the Edit action.
on the General FastTab, in the Calculation Code field, the DISC_NETL3 code is selected. We use this code for our on-invoice percentage discounts.
- The Calculation Period for this code is Order. This means that the condition is calculated on each transaction.
The Description (General FastTab) makes clear what the charge is about. It is shown on the order and can be printed on the invoice.
The Position Level for this discount is 4. Which here means that conditions with a lower position level are deducted from the sales amount before the 1% is calculated.
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.
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). In the Based on Payment Method Code, we selected BNKCONVDOM. This means that the rule is only applicable on transaction where the payment method is BNKCONVDOM. For this customer, BNKCONVDOM is the default payment method.
On the Item FastTab, we selected All Items in the Item Type field. The discount does not depend on what the customer is buying.
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 company, this code will automatically be inserted from the Drink-IT Foundation Setup.
On the Rates FastTab, the 1,00 is set in the Rate Unit (Net%) field.