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We are running a special promotion to allow customers to get a discount if orders meet a certain dollar amount. I want to enter and add the discount at the order level. Can you provide any info on how to set up? I have a discount set up for a specific customer group which is working great but want to now set up and enter at the time the order is entered.
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Hi mrumsey,
Go to any vendor, then on procurement action tab, click on 'trade agreements', here you should be able to see what you create earlier (given that you created for all vendors/items).
On the form, select the line that you want to edit and click on edit selected line, on next screen select journal, on clicking ok, it will show you journal line where you can edit/expire/change data and then post again. Once you do that, your previous record is expired and new one takes effect. Hope this helps and you are able to proceed with testing.
Thanks,
Satish Panwar
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Thank you....however, I only want to provide discounts when the orders meet the specific criteria (see example below) not on all. That is why I would like to do at the order level. Is there a way I can remove the journal I tested with “all”? It’s in our test environment, however, I want to further test other options so need to delete?
Purchase orders totaling $10,000-$49,999 receive a 3% discount
When you setup your discount, instead of selecting group, Select All and then discount is applicable to all customers. In addition, if you set the parameter, the total discount will start to show it's impact right away on the invoices (not order entry. For order entry someone has to get this calculated). To avoid missing it, setup the parameter.
Thanks,
Satish Panwar
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