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.

Select System Administration > Configuration and Users from the Navigation bar.
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.
Click New in the details page menu bar, specify the required information, and click Save to add a settlement discount code.
Select the record to be edited in the grid and modify the required information and click Save to edit a settlement discount code.
Select the code to be deleted in the grid. In the details page menu bar, click Delete. Click OK to confirm, and click Save to remove a settlement discount code.
Specify this information:

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.

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.