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Press the "Create Volume Discounts" button to access the volume discount calculation screen. Enter the date range for the calculation and press "Continue". The program will select all A/R transactions within the desired dates and calculate the sales volumes for each account. The sales volumes will be compared to the Volume discount table records and the appropriate discount, if any, for each account will be calculated and displayed in a "Volume Discount" posting screen.
The calculated volume discounts for each account will be displayed in a grid. You can modify the discount amount that was calculated before posting the discount records to the A/R transaction database. Pressing the "Post" button will move the temporary volume discount transactions to the A/R transaction file and print a volume discount posting report. The posting report is also stored in the reports database under the name of "AR-VOL-yyyy/mm/dd", where the date is the posting date.
Volume Discount Screen
The volume discount screen allows you to create volume discounts using the "Create Volume Discounts" button, or you can manually add one, or edit a volume discount. When modifying a record, only the discount amount can be modified. When adding a record, all fields are available except the "Calculated discount" field.
Note that some fields are only for reference and will not have any effect when entering a new transaction. The fields are:
- Customer - enter a valid customer account
- Transaction number - enter a transactions number, pressing enter on an empty field will generate a transaction number
- Starting date (reference only) - date used to calculate the volume discount
- Ending date (reference only) - date used to calculate the volume discount
- Trigger volume (reference only)- this is the trigger volume from the volume discount table that triggered the discount
- Sales amount (reference only) - this is the sales volume that triggered the volume discount
- Discountable amount (reference only) - this is sales volume that was used to calculate the discount
- Discount percentage (reference only) - this is the discount percentage that was applied to the discountable amount to give the calculated discount
- Discount amt - Enter the discount amount for this transaction, this is the discount amount that was posted to the AR transaction file
- Calculated discount (reference only) - this is the actual calculated discount amount. If a discount was manually changed before posting, it will appear in the discount amount filed and used as the transaction amount.
- Sales volume based on (reference only) - this contains the type of sales used to calculate the sales amount
- Discount based on (reference only) - this contains the type of sales used to calculate the discountable amount
- Calculated discount