Sales Discounts - New/Edit

Updated on 04th April 2023

This is the set up record for discount codes and % to apply to order detail lines.

Screen Title: Discounts

This is the screen title: Discounts

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Title		1) This screen is visible to users with security rights to the Sales Discounts entity.	N				-

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CHANGE button

This is an action button to put an existing summary record into edit mode.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1.This Button is visible when the screen is in VIEW mode. 2. Selection places the screen into edit mode	N				-

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SAVE button

This is an action button to save the record.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1.This Button is visible when the screen is in ADD or EDIT mode. 2. New entries are inserted to the database. 3. Edited entries are updated in the database.	N				-

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DELETE button

This is an action button to delete the record.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1.This Button is visible when the screen is in EDIT mode. 2. When selected, the user is prompted with standard CRM warning, and options to proceed or cancel. 3. The record is soft-deleted in the database.	N				-

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CANCEL button

This is an action button to return the user to the list of Discount entries, without committing any record changes to the database.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1. This button is visible when the screen is in EDIT mode. 2. When selected, returns the user to the list of Discount codes.	N				-

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Discount Code

This field will represent the discount record in short-form.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
String	New entries should be validated to ensure the discount code is unique.	1. This field will accept alpha-numeric text combinations, up to 24 characters. 2. On navigation to the next field, this entry will be validated against existing entries in the database. 2a. If code entered is unique, no action required. 2b. If code is already present (and the entry is not marked deleted = 1), present an error message to the user. Return the cursor to the Discount Code field. 2. On navigation to the next field, this entry will be capitalized.	Y	string	Y	24	blank	2b. This Discount Code already exists. Please review.

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Description

This field represents the discount code in long, descriptive form.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
String		1. This field will accept alpha-numeric text combinations, up to 200 characters. 1a. Field entry width on-screen 40	Y	string	200		blank

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Site

This is a lookup to the list of Sites configured in byondpro.

In the Order Details screen, the Discount code will be made available where the Order Header is associated with the corresponding Site record.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Search Advanced Select		1. This is a lookup to the list of Sites. 2. If left blank, the Discount code will be available to all Order Header/Detail entries. 2a. Subject to Category rule above.	N	ID	Y		blank

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Discount %

This is the percentage value of discount to be applied in the Order Details screen.

The unit price will be reduced by this %, rounded to 2x decimal places.

Example:

Unit Price: $999.00

Discount: 5.55%

Discount: $55.4445, rounded to $55.44

Discounted Unit Price: $943.56

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
numeric		1. This field accepts numeric values, up to 2 decimal spaces. 2. Negative values will not be allowed to entered by user	Y		Y		0.00

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Discount Applicability

This selection reflects the Price Applicability feature in Item Pricing; and controls whether the discount code can be selected in the Order Details screen for At-Need and/or Pre-Need sales transactions.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Selection List	Uses same values as Item Prices: Price Applicability	1. This field is a selection list, and shares the list values for Price: Price Applicability (itpr_applies). - At-Need - Pre-Need - Both	N		Y		Both

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Deposit %

This is the percentage value of deposit required for this contract code.

Will be calculated on the Order Total, and passed as the Contract Downpayment (if active) and to the first Receipt entry.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
numeric		1. This field accepts numeric values, up to 2 decimal spaces. 2. Negative values will not be allowed to entered by user which will be identified as invalid entry	Y		Y		0.00

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Deposit Required

This field indicates that a Deposit must be collected in conjunction with this Discount Code.
If activated, will validate that the Deposit % value is not 0, when saved.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Checkbox		1. If value = N/null - no action required. 2. If value = Y, when record is saved, validate that Deposit % is greater than 0.00. 2a. If value = 0, show error message.	N	Y/N	Y		unchecked	2a. Deposit % must be greater than 0.00. Please review.

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Calculate Deposit on Base Price

This field indicates that the Deposit calculation is required on the original/base unit price, and not the discounted amount.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Checkbox			N	Y/N	Y		unchecked

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Active

This field indicates that the Discount Code is active and can be used in Sales Orders.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Checkbox			N	Y/N	Y		Y/checked

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Restricted To

This selection reflects the Price Applicability feature in Item Pricing; and controls whether the discount code can be selected in the Order Details screen for Person and/or Company transactions.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Selection List	The selections made control whether the discount code can be used (is able to be selected by: Person: Bill-to Applicant Company: Bill-to Company Both: either of Bill-to Applicant or Company	1. This field is a selection list, and shares the list values for Discount Applicability. - Person - Company - Both 2. If the Restricted to - Person; only the Bill to Applicant field should applicable on Order header screen. 3. If the Restricted to - Company; only the Bill to Company field should applicable on Order header screen. 4. If the Restricted to - Both; both Bill to Company and Bill to Applicant fields should applicable on Order header screen.	N		Y		Both

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