Connect Discount Type to a Customer

Explanation

It is possible to indicate a default discount type for a specific customer. The discount type that is connected to a specific customer will be indicated as the default value on the order lines when a customer order is entered for this customer.

By using discount types, you can identify the type of discount that is entered on an order line. This enables a detailed control of the different types of discounts that are used. This is particularly useful when you are using multiple discounts for an order line, i.e., a combination of several different types of discounts.

You connect a discount type to the customer in the Customer/Order/General tab.

Prerequisites

• The discount type must have been defined in Basic Data for Customer Order/Sales Discount Types.

System Effects

A default discount type is connected to the specific customer. This discount type will be presented as the default value on the entered order lines belonging to the customer. It is possible to change both discount rate and discount type for the customer order lines when entering an order.

Window

Customer

Related Window Descriptions

Customer
Customer/Order/General

Procedure

1. In the Customer/Order/General tab, enter the short code for the discount type in the Discount Type field, either manually or by using the List of Values.
2. Optionally, you can change the discount rate to be used for this customer. Do this by entering the discount rate in percent in the % field.
3. Save.