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We need to modify these screens to be Rx-Universe compliant GUI screens.
2.The calculation of volume discounts is done in OMICS in OMICSMEP, and posted directly to the invoice file. We should allow this to be run ad-hoc, for ranges of dates, and the results shown on the screen, similar to what we do with the past due charge calculation. Whatever is posted should generate a report which would be saved in the saved reports to provide an audit trail.
We need to be sure to do volume discount calculations correctly when taking buying groups into account.Rx-Universe can allow a lab to provide sales discounts based on the volume of sales for a date range. The volume discount program allows lots of flexibility when deciding what the discount amount should be. Multiple discounts can be taken based on the type of sales if desired. The discount percentage can also be based on the $$$$ of the sales in the discount period. Before the volume discounts are applied to the accounts, the lab has the ability of reviewing the discounts and change them if desired. The volume of sales used for the discount triggers can be based on the actual sales or the discountable sales for the account. This is decided on a system wide basis by checking / unchecking the "Use full sales instead of discounted sales for volume discount threshold" in the "Setup / System settings", "AR" tab.
To set an account up for volume discounts, from the Main Menu:
- Select the "A/R" option.
- Then "Customer A/R".
- Find and Modify the desired account.
- In the "General" tab, select (check mark) the "Allow volume discounts" flag:
Volume Discount table
The Volume discount table is accessed from the "Setup" menu. Volume discounts can be setup to apply to all volume discount accounts or can be set up for specific accounts. The volume discount table is a standard RxUniverse list / maintenance screen where you can add, modify or delete the various volume discount levels based on the users security clearance.
Note that Volume discount sales are based on the AR transaction types of "Order" and "Miscellaneous". The sales to include in the calculations is the amount associated with the item type, less the Net amount for the item type. If the item type discountable flag is set to "N", then the amount is not included in the calculations. Also, if there is an early payment discount for the item type, the amount will only be considered if the "Add invoice discount to month-end discount" flag in the "System Settings - AR tab" is checked.
The various fields are:
- Account - Enter a valid account number or leave blank for a global volume discount
- Sales Volume Based On - select one of the available options. the discount line purchase level will be based on this volume.
- All sales - will include all transactions item types
- Rx Sales - will include all AR transactions whose item type entry is "RX". (Rx Orders - lens and addon lines)
- Stock Lens Sales - will include all AR transactions whose item type entry is "Stock". (Stock order sales)
- Frame Sales - will include all AR transactions whose item type entry is "Frame" (Rx and Stock Orders - frame and frame part lines)
- Other Sales - will include all AR transactions whose item type entry is "Other". (Rx and Stock Orders - Misc lines)
- Purchase Level - this field will be the break point used when deciding if a discount entry is used. All sales up to and including this amount will use this discount line.
- Discount Percentage - this field contains the percentage amount to apply to the Discounted volume
- Discount Based On - select one of the available options. The discount percentage will be applied to this calculated volume.
- All sales - will include all transactions item types
- Rx Sales - will include all AR transactions whose item type entry is "RX". (Rx Orders - lens and addon lines)
- Stock Lens Sales - will include all AR transactions whose item type entry is "Stock". (Stock order sales)
- Frame Sales - will include all AR transactions whose item type entry is "Frame" (Rx and Stock Orders - frame and frame part lines)
- Other Sales - will include all AR transactions whose item type entry is "Other". (Rx and Stock Orders - Misc lines)
- Remarks - this field allows the entry of a descriptive text for this volume discount level
Volume discounts - How to run
Running volume discounts is done via the "A/R" menu. Select the "Volume Discount" menu and the Volume Discount screen will appear.
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