Options for applying discounts (BL/DST)

There are several types of optional discounts in Billing. Depending on the type you use, you can apply a discount to an invoice or order, a customer, or a price modifier.

For example, you can give special treatment to a preferred customer or discount to an invoice because of a customer complaint.

Discounts can be flat monetary amounts or percentages. The three types of discounts in Billing are order discount codes, discount codes, and add-on discounts.

Order discount codes

Preferred customers can receive a discount with an order discount code. You can assign codes to customers and order totals.

For example, every order placed by a customer is eligible for a discount if the order total exceeds a certain amount. If the order total is more than the certain amount, then a discount percentage is applied automatically to the entire order.

Note: Order discount codes are valid for Order Entry companies only.

Discount codes

You can apply discount codes to a percentage rather than a flat amount. You can assign the discount code to a price list, promotion, or contract. With each general ledger account that you can debit, you can specify up to three percentages. When pricing a line, the discount applies to each line when calculating the price of the items with the price list, promotion, or contract.

Add-on discounts

You can manually add add-on discounts when specifying an invoice or order.

When you select a discount at the invoice or order level, you apply the discount to the entire invoice or order. When you select a discount at the line level, you apply the discount to that invoice or order line only. You can specify the add-on discount amount as a flat amount.