Discount Categories

This option is used for the identification of discount transaction codes in the header row of the discount map. Discount categories are entered on the Codes tab of the WIP, and are used by the Point-of-Sale system to calculate selling prices depending on the method used to source the part for the WIP.

Note: Any discount categories set up in this form must also be identified in the WIP header discount type field within the SO system parameters.

Discount categories are also identified on the Main tab of the POS parameters in the following fields:

Purchase order types.
Adjust demand.
Back/back P/Orders. (Some dealers do not include discount categories S (Stock order) or W (Weekly order))
Flag parts on status.
Memo on invoice page.

Discount Categories Form

This form is displayed when you click Point of Sale > Miscellaneous Options > Discount Categories. It is used to create and maintain discount categories, as well as setting the discount categories sequence.

The sequence of the discount categories is set so when backorder clearance is run in Batch Print Documents, orders are printed in the discount category sequence first, then the date required.

Fields:

Code: One character discount category (transaction) code used by the Discount Map. The standard codes set up on your system are:

S: Stock

V: VOR

W: Warranty

C: Collect

I: Inter-Company transfer in a multi-company environment or intermediate for a single company.

Tip: Click the Ellipsis button to search for a discount category.

Description: Description of the discount category code.

Batch Print: One-character numerical print sequence of the current code.