Discount resources are used to display the discount amount when adding discounts to service order items or orders. Discount resources provide better reporting to track the number of discounts given over a period of time and provide more visibility to your customer that a discount is applied to an order because it displays as its own line item in a confirmation or invoice.
There are two steps to configure an item to use a discount resource:
Create the Discount Resource
- Click the Resources link from the Main Menu. The Resources page opens.
- Click the Add button. The Add Resource window opens.
- Enter the necessary resource information such as the resource type, description, U/M and Per values. Class 3 resources are recommended for discount resources.
- Click OK.
Assign the Discount Resource to the Resource Type
- Select the resource type that needs the discount resource assigned from the Resources page . You can only assign discount resources at the resource type level.
- Right-click and select Edit. The Edit Resource window opens.
- Select the Additional Information tab.
- Select the discount resource created in the Create the Discount Resource section from the Discount/Surcharge Resource drop-down in the Discounts/Surcharges section. This is the resource that is added to the order.
- Select the GL Distribution for the discount resource in the Discount/Surcharge GL Distribution field:
- Use Resource - If selected, the GL distribution for the resource that is discounted is used for the discount resource when it is added to the order.
- Use Discount Resource - If selected, the GL distribution for the discount resource added in the Create the Discount Resource section is used when the discount resource is added to the order.
- Click OK.
You can link resource types to either a surcharge resource or a discount resource. They cannot be linked to both. For adding discounts to service orders or items, see Service Order Discounts or Service Order Item Discounts.
Comments
8 comments
Is it possible for it to do a single line for the discount resource??
Ie I have 10 items I wish to discount, what happens now is i select all 10 then discount and it creates the discount resource 10 times with the amounts,
I would like to see if it can just add the discount resource once with the total discount across all 10 items.
2 upvotes
Automatic discount calculation create a discount line for each item discounted.
You have the ability to manually add a Discount resource (just like any other resource) and enter a negative amount - either a fixed amount or let the system do the math for you. Units (Gross Revenue subject to Discount) x Rate (percentage of discount) = Discount. You may rename discount resource as desired.
0 upvotes
HI,
I am stucked at step number 8 and system does not allows me to select a discount resource which was created, so that it can be assigned to a specific resource/space.
Any help here is appreciated.
Cheers
0 upvotes
Hi Himanshu,
Without looking at your specific setup, it's hard to say why it is not showing. Please contact your regional Client Care Team and they can assist you.
Thanks,
Maggie
0 upvotes
Hi Himanshu-
Discounts are not assigned to specific resources but to the Resource Type. All resources under that Type will use the Discount linked to the Type
0 upvotes
Hi Maggie and Patrick,
Thanks for this Maggie. I will contact our Client care team for further assistance.
Patrick - thanks so much, I can see that discount can be applied to the group rather than individual resource. I will give it a go and see how that rolls over.
0 upvotes
Any idea why even though I've configured the resource type to "Use Resource" Discount/Surcharge GL Distribution it does not? It's set correctly on the type but if I look at the individual resource items the wrong selection is checked "Use Discount Resource" instead of "Use Resource". When applying the discount it uses the Discount resource.
0 upvotes
Svend - changing the field at the Resource Type level should change it on the resources within that type. This sounds like a bug, I'd recommend you go ahead and submit a case for this. Thanks.
Mark F
0 upvotes
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