Connect Discount Type to a Customer

Explanation

Use this activity to indicate a default discount type for a specific customer. This task is to be performed by a system administrator or equivalent person. 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

This activity has the following prerequisites:

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

System Effects

As a result of this activity:

• A default discount type is connected to the specific customer.
• This discount type will be the default value on the order lines for this customer. You can change both discount rate and discount type for the customer order lines when entering an order.

Window

Customer

Related Window Descriptions

Customer, Customer/Order, Customer/Order/General

Procedure

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