If orders are placed with a creditor with whom the company has a discount agreement, the app identifies all future credit payments. If orders are eligible for a discount, a discount fee is generated for each order position as soon as a purchase invoice is registered. This is an automatic operation. Later, you will be able to check the expected discounts and see the impact of these discounts on the cost and profit margin of the product. If claims have been approved, they can be processed by creditors (A/P). A credit (creditor) for the amount of the refund is generated automatically. The credit can then be added to the credit balance and the A/P team can include it in the regular billing process. The account number “Discounts and Allowances Received” is indicated for the purchase category used in the purchase note for the discount. The purchase category is set in the Discount Program tab on the Purchase and Purchase Settings page. In the General tab, in the Computing Date box, select the date used to determine if the purchase is made during the validity of the discount agreement. For all registered discounts, the discount form (sale and sale > discounts > rebates).) try to use the company`s import “Types of sales discounts” first. You set the delivery terms using the Discount form, which is divided into two sections: head and line sections In order to move claims into the usual A/P process, the A/P employee must now complete the processing of the rebate application by running the process function. A credit invoice (credit) has been established for the amount of the serpress.
The Delimitation Program and Program Expenditure Account fields for the application of rebates indicate account numbers that receive amounts of discounts accumulated between authorization and processing during the interim period. 5. Insert a discount agreement that uses the system as a filter to determine whether a discount should be calculated for an order: If the Authorization option is required for a credit discount contract, all claims generated have approved the status. Authorization is required for cumulative claims. To remove discounts, use under-sales and marketing of the existing “clean up discount” feature. It will erase discounts in large quantities. Once discounts are removed, discount agreements can be changed/updated/outdated to reflect the latest changes. I managed to load the base fare head and lines when the program type is “discounted,” so I know my sample file structure and assignment are correct. I created my reduction program IDs manually, so I didn`t have to import them. Once a discount is checked for treatment, the following steps are used to create a credit for a debtor or to redistribute it to creditors: Debtors > Configuration > Settings > program > discounts Below, you will see a snapshot of the head information and lines of the reduction agreements: If a claim is generated, its status is determined so that the discount is calculated in case of cumulative reduction or calculated. If the status of a claim is to be calculated, the claim must go through a calculation process that is dealt with by the cumulative function.
Only claims with status The calculation can be included in the approval process.