IdealWare Online Users Manual

SP2-07-11 S/P PROCESSING
31671 Sales Order Entry, Misc. Payment Discounts

 

PURPOSE

 

With appropriate setup, the sales order system can add an A/R payment discount line to a sale. The payment discount line assigns a potential discount amount to the sale to reduce the sale total when payment is applied via the A/R cash receipts program. When the customer pays on time, according to the customer's payment terms, the discount is automatically applied, otherwise it is ignored.

 

The discount percentage is defined in the A/R payment terms code maintenance program. See 25654 - PAYMENT TERMS CODE. The discount percentage is typically 2% and usually is calculated only on the product portion of the invoice sub-total, ie. not for delivery charges or taxes.

 

 

PROCEDURE

 

When your system is set up to apply A/R payment discounts, when you complete detail line entry for a sales order and press [F4] to complete the sale the following prompt displays.

 

PAYMENT DISCOUNT AMOUNT: $ 8.00          DISC CODE: 5  2% 15TH
CR=ACCEPT DISCOUNT SHOWN, F1=CHANGE DISC CODE OR ENTER NEW AMOUNT:  8.

 

Enter discount amount.

 

Select this option when you want to modify the amount for an individual sale.

 

 

[Enter] to accept displayed amount.

 

The displayed discount amount is calculated automatically from the displayed discount code, which is assigned in the customer maintenance program. See 25651 - Customer Master.

 

 

[F1] to change discount code.

 

Select this option to apply a different discount code rather than manually recalculate a different discount amount.

 

 

Enter discount code.

 

[F5] to display list of discount codes for selection.