The rental and sale discount percents to be given on the
document, default from the values defined in theCustomer Information and/or Customer Site Information.
The site discount can either replace the customer's discount or be
added-to the customer's discount according to the company setting
in the Company Billing Parameters.
If there is a valid Loyalty Plan assigned to
the customer, the rental discount from that Loyalty Plan over-rides
any Customer/Site Rental discount, but does not impact the Sales
discount percent.
The Apply Discounts To Search Results flag in the Company Inventory Parameters controls whether the rental and sales discounts defined on the document header are reflected in the inventory list results from the Inventory Search.
Note: Contract Customer discounts for a Customer Site can be set by Product Class,
in Contract Customer Discount.
These job site discounts take precedent over other product and
customer discounts on the contract.
These defaults can be overridden for this specific document as
required.
If a Class is identified in Rental Product Classes to not allow discounts, then any discount will not apply to equipment in the class.
If a discount is entered, the words 10% DISCOUNT ON RENTALS can
appear in the Comments window.
This print option is controlled in the Company
Contract Parameters with Print Discount Comment
flag.
Note: This discount over-ride control is also applied at the product detail line level.
If a Sales part is identified in the Re-order window of Sales Inventory, as Disallow Discounts, then any
discount on that sales part will be disregarded.
The price can still be over-typed on the Contract or the Invoice,
if required.
If a discount is entered, the words 10% DISCOUNT ON SALES can
appear in the Comments window.
This print option is controlled in the Company
Contract Parameters with Print Discount Comment
flag.
Note: This discount over-ride control is also applied at the product detail line level.
Note: A flag in the Additional Pop-Up Windows in Divisional Contract Parameters can be set to automatically trigger this Rental/Sales Discounts pop-up window in contract or worksheet entry.
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