Sales Line Discount Table

Many companies use discount percentages that are linked to particular customers, particular items or a combination of the two. You use the Sales Line Discount table to manage sales line discounts.

Each customer can be assigned to a customer discount group.

You use the Customer Discount Group table to set up customer discount group codes. After a code has been set up, you can enter it in the Customer Disc. Group field on the customer card for each customer that you want to assign to the discount group.

Each time you define a new customer discount group, you must specify which items the customer discount group gets a discount for. A customer discount group can of course be given a discount on several item discount groups. You define the sales line discounts in the Sales Line Discount window . To open the Sales Line Discount window from a customer card, on the Related Information menu, point to Sales, and then click Line Discounts.

After you have done this, the sales line discount is automatically calculated on lines that have been set up for the following: quotes, orders, invoices and credit memos. The sales line discount is a part of the line discount.

When you create an invoice, for example, when a customer purchases an item, the program checks whether:

  • There are any sales line discount agreements with the customer.

  • The customer has been assigned to a customer discount group.

  • The item has been assigned to an item discount group.

  • A discount percentage has been set up in the Sales Line Discount table for this particular combination of customer discount group and item discount group. (If it has, the program will deduct the discount percentage from the line.)

To see all the sales line discounts that have been set up, on the customer card, click Related Information, point to Sales, and then click Line Discounts.

List of Fields in the Table

Field Location
Ending Date Field, Sales Line Discount Table Sales and Receivables
Unit of Measure Code Field, Sales Line Discount Table Sales and Receivables
Starting Date Field, Sales Line Discount Table Sales and Receivables
Currency Code Field, Sales Line Discount Table Sales and Receivables
Sales Type Field, Sales Line Discount Table Sales and Receivables
Variant Code Field, Sales Line Discount Table Sales and Receivables
Line Discount % Field, Sales Line Discount Table Sales and Receivables
Minimum Quantity Field, Sales Line Discount Table Sales and Receivables
Sales Code Field, Sales Line Discount Table Sales and Receivables
Type Field, Sales Line Discount Table Sales and Receivables
Code Field, Sales Line Discount Table Sales and Receivables

See Also

Reference

Sales Line Discounts