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Purchase Discounts are used to record discounts applied by the suppliers for material or service purchases. This option is located under the Definitions menu of the Purchasing management module.
The conditions to be applied to discounts to slip bottom or line transaction on purchase slips, receipts and purchase invoices are recorded using the discountdefinition. Defined discounts are used to enter the formula used in applied discount calculation and the discount application rules into the program. In this way, if the same discounts are applied to each purchase transaction due to an contract with a supplier, such standard discounts will be applied automatically. Discounts and expenses related to line transactions are recorded right under the related line, while discounts, expenses and promotions related to slip bottom are recorded on the section separated by double lines.
The buttons in Purchase Discounts browser, Attached Records, Info menu and right click menu options are used to define discounts or to modify existing definitions.
| New | Used to record a new discount record. |
| Update | Used to modify purchase discount information. |
| Delete | Used to delete purchase discount definitions one by one or in batches. |
| View | Used to view discount information. |
| Copy | Used to copy definition information into a new card. |
Change Status | Used to modify the usage status of purchase discounts. This field has two options: Active and Passive | |
| Attached Records | |
|---|---|---|
G/L Accounts (Main Chart of Accounts) | Used to specify accounts to be used to track purchase discounts transactions in G/L according to the main chart of accounts. |
G/L Accounts (Second Chart of Accounts) | Used to specify accounts to be used to track purchase discounts transactions in G/L according to the second chart of accounts. |
G/L Accounts (Third Chart of Accounts) | Used to specify accounts to be used to track purchase discounts transactions in G/L according to the third chart of accounts. | |
| Info | |
|---|---|---|
Record Information | Displays the time and the user of the first registry and the last modification of the discount definition. |
Record History | Used to list recording history by some info such as user, company, date, etc. |
Refresh | Used to refresh the Purchase Discounts list. | |
Preferences | ||
|---|---|---|
Line Coloring | Used to color the lines of purchase discounts list according to the specified criteria. |
Back to Defaults | Used to return the window dimensions into the application default. |
Save Settings | Used to save purchase discounts list settings. |
Save General Settings | Used to save general settings. |
Number of Records | Lists the number of recorded purchase discounts. | |
Reporting | ||
|---|---|---|
List Report | Used to report the records of purchase discount list collectively. |
Grouped List Report | Used to list the purchase discount records by grouping them according to column headings. | |
Selection | ||
|---|---|---|
Select All | Used to select all records in purchase discounts list. |
Clear All Selections | Used to clear all selections. |
Toggle Selection | Used to toggle the selections in list. |
Table Characteristics | Used to record the columns to be displayed on the Purchase Discounts list and their order. |