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Discounts to be applied to slip bottom or to the material/service transaction on the line during purchase transactions are recorded using the "New" option located in the Purchase Discounts browser. Information entered in Purchase Discount Card is:
Code: The system tracking code of the discount definition. The Code field is mandatory. Alphanumeric characters can be used for coding. Discounts are sorted by their codes. Code information is the most basic information allowing the records to be used rapidly and accurately in operations such as searching, sorting, selection, grouping and reporting. Therefore, this is the only field marked as mandatory while discount definitions are recorded.
Description: The name or the description of the discount. The string is 50 characters long. The Description field is not mandatory. The same Description can be entered for separate discounts. However, discounts are also sorted by their descriptions. Transactions such as search, sorting, selection, grouping and reporting can also be performed according to the first ten characters of the description info.
Auxiliary Code: A secondary coding field used to group discounts. The string is 10 characters long. Alphanumeric characters can be used for coding. The Aux. Code is used to group discounts by company specific criteria. The Aux. Code can be used as a filter in reports. Report requirements of the company should be considered while setting Aux. Codes for effective reporting. Aux. Code definitions are recorded on the System Settings section. However, they can also be added through the Aux. Code fields on cards. The information entered in the Aux. Code field does not necessarily have to be a defined Aux. Code.
Authorization Code: Used to define detailed authorizations. Each user may be authorized to use different records depending on job definitions. The string is 10 characters long. Alphanumeric characters can be used to assign the code. Auth. Code definitions are recorded on the System Settings section. However, they can also be added through the authorization code fields on cards. Records are encrypted according to the information provided on the Auth. Code field so that only the users with the specified authorization code can access the records.
Rounding Base: The rounding base to be used if the calculated discount total is decimal.
G/L Connection Group: The field used to specify the G/L connection group of the purchase discount definition. The recorded connection groups are listed and the related definition is selected.
Formula: The field used to record the calculation method of the purchase discount. In this parametric field, selected parameters are used in arithmetic operations and functions, and logical operations are performed. The use of formulas allows automation, and error margins to be minimized. The calculation method is recorded using the parameters on the tables below, and arithmetic and logical operators.
Parameters required for calculations in gradual discount applications are also displayed on the list. Logical operations are applied on the Formula field of the Discount definition, and it is specified whether the defined discount will be applied according to the selected criteria. The usage of functions along with parameters is critical for the generation and application of detailed discount calculation systems. The button is clicked on the formula field. The calculation method is specified using the parameters on the window that opens.
Application Type
The parameter used to specify the application method for the discount. The options are:
- Applied to bottom
- Applied to line
When Applied to bottom is selected, the discount is applied to slip/invoice bottom.
When Apply to line is selected, the defined discount is applied only to the slip/invoice line.