Discount Authorization

Counter Menu -> HEADER or DETAILS of Counter Worksheet / Contract / Reservation / Quote / Invoice / Rental Return / Cycle Billing -> Discount% over-ride -> >Discount Authorization

A Maximum Discount% can be defined by operator Security Role Permission in the Role Parameters window to apply when Sales and/or Rentals discounts are over-ridden on the document header or product detail line of a rental document, a counter invoice, cycle billing, or rental return.
 Only operators assigned a security role with high enough discount percent have permission to complete the over-ride.
 If the Maximum Discount% for the role is blank, then there is no limit for operators in that role.

Initially the document defaults to the customer/site/special rate discounts on the header and on the individual product details regardless of the operator role defined maximums.
 The role Maximum Discount% is only checked if the operator attempts to over-ride the header or product detail discount.
 If the operator does not have a high enough maximum to increase the discount, then the Discount Exceeds your Allowable Limit warning is triggered with the option to ignore the over-ride or get approval from another operator with a higher or no over-ride limit.

•If the approval requirement is declined the discount reverts to the previous value (even if the previous value exceeds operator maximum).

•If the operator does not have a high enough maximum, and lowers the discount then the discount cannot be returned to the pervious value if it was above the operator's maximum, and a supervisor with a higher over-ride level needs to make the adjustment.

•If the approval requirement option is accepted the prompts in this window are:

PRODUCT # / DESCRIPTION

The Rental or Sales discount type is displayed if the discount over-ride is on a document header.
 The product number and description are displayed if the discount over-ride is on a product detail line.

DISCOUNT%

The requested discount over-ride percent is displayed.

OPERATOR

Enter the operator code with a high enough Maximum Discount% defined in the Security Role Permission.

PASSWORD

Enter the corresponding password for the approving operator code.

Topic Keyword: ROLEDISC (6512)