Administering Sales Order Settlement Discount

You can use the Sales Order Settlement Discount Maintenance page to view the available settlement discount codes in the system. Authorized users can grant valid settlement discounts in a Sales Order up to a specified level.
Note: 
  • This is applicable only for M3 integrated customers.
  • You must be logged on to the Infor CRM Administration Client and have the appropriate permissions to perform this task.

To access the Sales Order Settlement Discount Maintenance page:

  1. Select Master Explorer > System Administration > Configuration and Users from the navigation pane.
  2. Click Sales Order Settlement Discount to access the Sales Order Settlement Discount Maintenance list or detail page. The page displays as a side-by-side view with settlement discount codes already in the system showing in the grid, and information about the selected record displaying in the details page.

On this page you can:

  • Add a settlement discount code: In the details page menu bar, click New, specify the required information, and click Save.
  • Edit a settlement discount code: In the grid, select the record to be edited. Modify the required information and click Save.
  • Remove a settlement discount code: In the grid, select the code to be deleted. In the details page menu bar, click Delete. Click OK to confirm, and click Save.

Details

You can specify this information:

Code
The settlement discount code.
Note: The value for this field must be unique.
Name
The short description for the settlement discount code.
Maximum Discount %
The maximum discount percentage that an authorized user can grant in a Sales Order. You can specify a value from 0 to 100, and with up to one decimal place only.
Active
If the settlement discount code is valid. Only records with the Active check box selected can be granted to a user and issued in a Sales Order.
Field Name Description
Code The settlement discount code. The value for this field must be unique. This is a required field.
Name The short description for the settlement discount code.
Maximum Discount % The maximum discount percentage that an authorized user can grant in a Sales Order. You can specify a value from 0 to 100, and with up to one decimal place only.

The authority to grant a settlement discount code is set up per user on the User Maintenance page.

See User Info tab.
Active Indicates if the settlement discount code is valid. Only records with the Active check box selected can be granted to a user and issued in a Sales Order.
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