Discount reasons#
You can now also specify the reason for granting a line discount on a document.
- Choose the Search icon, enter Discount Reasons, and then choose the related link.
- On the ribbon, choose New.
- Fill in the fields as described in the following table.
| Field | Description |
|---|---|
| Code | Specify a code for the reason. The code must be unique. |
| Description | Specify the reason for the discount. This description will not be included in the item text. |
| Type | Specify the kind of discount that should be granted for this reason on a document line. Fixed The amount entered in the Line Discount % field is fixed and cannot be changed manually on document lines. Maximum The amount entered in the Line Discount % field is the maximum amount that can be granted. The discount can therefore still be changed on lines that you enter the reason on unless it exceeds the value specified here. |
| Line Discount % | Specifies the line discount in percent. This field is related to the Type field. |
To assign a reason:
- Open a purchase document.
- Select the relevant purchase line, and then fill in the Discount Reason field.
Discount reasons can also be used for transactions in kind.
For this purpose, you need to create a discount reason = 100% and assign it to the relevant document line. After selecting the reason, the associated line discount is then filled in automatically.
A discount only applies to a single line and is subtracted from the line amount there.