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 be specify in the Line Discount % field 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.