Home » Categories » Multiple Categories

Allow Use of Discount / Supplier Matrix Entries from Head Office Accounts

Datafile Software

Allow Use of Discount / Supplier Matrix Entries from Head Office Accounts

The Discount and Supplier Matrix options allow for the entry of special prices or discounts on an account or account group basis. This new feature allows, where no specific matrix entry applies for an account code on the main account for the system to apply any matrix entries that may be set for the head office account before checking whether there is an entry for the account group on the main account.

Within account maintenance options, usually on one of the extra maintenance screens, the option is available to record the head office account when the customer is part of a group of accounts. If set then when an order is placed, or an invoice created through the Invoicer application, the system will apply any applicable matrix entries from the selected account code but, if no matrix entry applies, will look to the head office account and apply any matrix entries that exist for the head office account.


If the option to use head office account entries is enabled then matrix entries are applied in the following sequence:

Main Account / Stock Code

Main Account / Stock Group

Head Office Account / Stock Code

Head Office Account / Stock Group

Main Account Group / Stock Code

Main Account Group / Stock Group

NB: Main Account is the account that the order/invoice is placed account unless it is set as a delivery account. If the account is a delivery account then whether this account or the invoice account is the main account for matrix entries is set within the System Profiles.

Installation

System Profiles

To enable the system to use the head office account for matrix entries a new parameter has been added to the matrix settings within the Sales and Purchase Ledger System Profiles. To update the profiles select Installation from the main menu and lock out the system before selecting System Profiles. Select the application required and move to screen 5 of the profile parameters.


Apply to Head-Office Accounts Entries – set to apply any matrix entries for the head office account if no matrix entries exist for the main account.

Custom Fields
  • Release ID: 6.5
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Detail Optional 5
Viewed 1556 times since Wed, Jul 4, 2012
Auto Accept Suggested Serials on Picking Document
Viewed 2130 times since Fri, Jun 19, 2020
Expand Data Files
Viewed 1289 times since Wed, Jul 4, 2012
Allow Account Data Items within Fax Parameters
Viewed 1393 times since Wed, Jun 13, 2012
Omit Values on Delivery Note
Viewed 2065 times since Tue, Jun 12, 2012
Document Watermark - Document Design Manager
Viewed 1501 times since Wed, Jul 4, 2012
Reports
Viewed 1120 times since Tue, Jul 3, 2012
Ledger Enquiry Manager
Viewed 1558 times since Wed, Jul 4, 2012
Assembly Components as Quick Form
Viewed 1380 times since Fri, Nov 22, 2013
Point of Sale Accessory
Viewed 1179 times since Tue, Jul 3, 2012