Update discounts (AR502500)
Pending series will appear in the list only if their start date is sooner than the specified pending date. You can update all of them or only the selected ones.
While it updates discounts, the system performs the following steps for each selected series:
- Removes from the database the last series (the one used before the currently effective series), if any
- Marks the currently effective series, if any, as the last one
- Marks the pending series as the currently effective one
For each discount, effective series, if defined for the same time interval, should not have intersecting lists of customers, items, or other entities.
This window is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
The window toolbar
| Button | Description |
|---|---|
| Process | Processes the discounts you have selected in the table, replacing the currently effective series with pending series whose start dates have reached the date specified in the Max. pending discount date field. |
| Process all | Processes all the listed discounts, replacing the currently effective series with pending series whose start dates have reached the Max. pending discount date. |
The top part
Here, you can select the latest start date for pending discount series to be made effective.
| Element | Description |
|---|---|
| Max. pending discount date | The date used to select pending series for updating; only pending series with later start dates than this date will be updated. |
The table
This table contains the discount series with start dates that have reached the Max. pending discount date.
| Column | Description |
|---|---|
| Discount code | The code of the discount whose series can be processed. |
| Series | The identifier of the pending series of the discount. |
| Description | The description provided for the series. |
| Discount by | The way the discount is expressed: by percentage or by amount. |
| Break by | The way the discount breakdown series is specified, which is one of the following options:
|
| Effective date | The date when the discount series becomes effective and can be applied to sales orders and invoices. |
| Last update date | The date when the discount was last updated. |