Alternate Discount Item

Here the screen shows the full price calculation process – price no, price, unit disc% and amount, unit price, goods value, line discount rate/amount and order value – you can omit the line discount items and goods value if required.

Installation

Database Changes

Changes are required to the Sales Order Detail database. To add these items, select Installation from the main menu followed by Application Manager and then Restructure A Database. Select the Sales Order Processing application and elect to update the Live Files and then select the application detail file.

To insert a new item press <Enter> against a blank entry, enter the title as required and press <Enter>, select the item type (using the drop-down list if required), and depending on item type select the size required.

File     Item Name      Type       Description

SOD    UNIT-DISC-%      K, L       Updated with default line discount or matrix discount.

SOD    UNIT-DISC-AMT    *          Calculation of Price * Unit-Disc / 100 (constant item)

SOD    UNIT-PRICE          *          Calculation of Price less Unit Disc Amt

SOD    GOODS VALUE      *          Calculation of Qty x Unit Price (used to display in screen instead of order value on add when omitting standard line discount items)

Database Profiles

Within the DB Profiles you need to update the ‘Alternate Price’ item to be your existing (currency) price item and amend the (currency) price item to reference the new unit price calculation item.

The Alternate Price Each item is referenced on Detail Optional 3, the price item on Detail Mandatory.If currency configured the price item on Detail Mandatory should not be changed, instead update the currency price item on Detail Optional 5.

Application User Facilities

To define the alternative discount item, select Installation from the main menu followed by Application Manager and then Application User Facilities. Select the appropriate Order Processing application before selecting Enter/Amend Orders, Advanced Input Facilities andOptional Features. The new alternate discount option is available on screen 5.

Alt Discount – reference the UNIT-DISC-% item added earlier. Discount Matrix unit discounts and order header default line discounts are updated to this item rather than standard detail line discount.

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Application Screen Design

The Order Detail entry screen will need to be updated to include the new items. To Installer users can right-click on the Order Entry option on the main Sales Order Processing menu and choose to update the Maintain Order Details screen.

Alternatively, select Installationfrom the main menu followed by Application Manager and Application User Facilities. Select the Sales Order Processing application followed by Enter/Amend Orders and Maintain Order Details.

Screen Design is in the usual manner - To insert text labels such as ‘Unit Disc Rate’ use the mouse to position the cursor where required and then type the required text. To insert the data items, position the cursor where required and press the <F4-Select> key and choose the data item required. Set whether items are view-only, mandatory or require uppercase input as required.

Screen Items are required for Price No, Price (this is the Alt Price Each referenced item), unit discount rate and amount, unit price and order value. Items should be consecutive in screen input sequence.

You may also wish to review Ledger Enquiry screen / list items configured for display.

Document Design Manager

As the DB profiled price item is now the discounted price and line discount is no longer used you should review your document design templates for Sales Order Processing to maintain consistency with the new order price calculation.

If the pre-discount price is required update the document layout to display the Price from the ‘Order Detail Items to be Printed’, the discounted unit price will be displayed as the Price from the ‘Document Detail Line’ category. Similarly, for discount rate/amount you will use the ‘Order Detail Line’ category. Similarly, for discount rate/amount you will use the ‘Order Detail Items to be Printed’ category rather than the line discount items from the ‘Document Details Lines’ category.