Bill type discounts and surcharges

Discounts and surcharges are special line items that are calculated based on the amounts of other line items on a bill type. A discount is subtracted from the bill amount, and a surcharge is added to the bill amount.

The first step is to define your discount or surcharge as a one-off line item in Line Item Setup.

See Creating a one-off line item type.

When a one-off line item is designated as a discount or surcharge, the value returned by its rate table is treated as a multiplier. For example, to define a 10% tax, you might create a surcharge with a flat rate of 0.10. To calculate the tax, Infor Public Sector multiplies the amount of each line item that the surcharge applies to by 0.10.

Discounts and surcharges can also be calculated as flat rates. To set up a flat rate discount or surcharge, add a value formula that returns a value of 1.0 to your one-off line item. This tells the billing engine to apply the amount as a flat charge rather than a multiplier.

For example, to create a flat rate discount of $2.00, you would set up a rate table that returns a flat charge of $2.00. If you add a value formula that returns 1.0 to the discount line item, then the calculated discount amount for this rate table will be $-2.00.