Discount resources are assigned to a resource type and inherited by all resource items created for the resource type. It is not possible to assign or reassign a discount resource to a specific resource item.
When changing the discount resource currently configured on a resource type, it is important to recognize that ALL resource items configured for the resource type will be updated. If only a subset of items need a new discount resource assigned, then those items must be recreated or moved to a different resource type with the correct discount resource. You can move specific resource items to a different resource type by utilizing the Replace Resource tool.
Follow the steps below to reassign the discount resource for a resource type.
- Click the Resources link from the Main Menu. The Resources page opens.
- Locate and select the resource type that needs the discount resource assigned.
Remember: You can only assign discount resources at the resource type level. - Right-click and select Edit. The Edit Resource window opens.
- Locate the Discount/Surcharge Resource field. This field is typically located on the Additional Information tab in the Discounts/Surcharges section.
- Update the Discount/Surcharge Resource field to reflect the new discount resource.
- Click OK.
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