Add Order Discount $ to OrderEntry>Summary tab (just like Lines)

salesorder

(Andris Skulte) #1

We really could use an Order Discount $ box on the Sales Order Entry > Summary tab. It already exists on the Lines tab (OrderDtl.DocDspDiscount)… Logic would be the same as on the lines tab - enter a %, and it uses that, or enter a $, and Epicor then discounts the dollar amount. A side benefit is not needing to use Header Misc charges for discounts, and confusing folks when discounts could appear in the Discount box or Misc box…

Boo:
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Yes!!!
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Without it, the discount process is a lot messier than it could be. For % discounts, our sales team uses the OrderHed.DiscountPercent field, but for flat $ based discounts, they enter an Header Misc Charge of “DISC” with a frequency of First. This makes returns messier too, since our returns team has to prorate that discount for the specific returned item…

Clear as mud? :slight_smile:


(Jose Fernandez) #2

Our Sales team requested that the discount be shown on a per line basis. Our customer like to see the unit price with the discount. We created a number field in the header (named discount %) then created a BPM to fire on AutoPrint ready, to subtract the discount amount from each unit price. is that what you are looking for?

Jose


(Andris Skulte) #3

Jose - What we want to do is enter [Discount $: $150.00] on the summary page, and have it go to the $ amount box. To do it now, our sales folks would have to calculate what % it would be, then enter a Disc % that works out to be that dollar amount. For example, if you have $1000 of lines and misc fees, they would enter 15% in the Disc%, but then if the customer changes the order to $1100, they have to change it to 13.63%… It would be nice if you could enter a flat dollar amount, and it would stay that way (just like it does on the Lines tab).