We are trying to change the price level discount amount in the Company Profile for a group of customers. The previous discount under level “D” was 25%. We want to change this to 5% as we no longer require the 25% discount, but do need a 5% discount. I have made the change under Company Profile in both the inventory and Order Entry modules. I have also changed the Customer Type in the Accounts Receivable module for a new customer to “D”. There are no orders in Order Entry presently for any customers with a discount level “D”. However, when we try to enter an order in Order Entry, it continues to default to the 25% discount.

What changes do we have to make (and where) to make the program default to the new 5% discount? All the other levels default properly when we enter new orders in Order Entry.

Hello Dorothy,

The changes that you made in the Inventory Company Profile, will affect the creation of new Category Codes. The Category codes contain the default pricing information for new Items.

The items and alternate price list items each have their own pricing. If you have a lot of items to change, I suggest that you look at Export/Import.

We have never had to change anything in inventory to get the discount levels for our other customers with a discount level A through E before. Order Entry just takes the base level (regular retail price) of the item in Inventory and discounts it according to the discount level chosen in Accounts Receivable. The program must have the capability of changing the values of the discount levels in Accounts Receivable/Order Entry. Why can't we make a change to an existing discount level?

We have never had to change anything in inventory to get the discount levels for our other customers with a discount level A through E before. Order Entry just takes the base level (regular retail price) of the item in Inventory and discounts it according to the discount level chosen in Accounts Receivable. The program must have the capability of changing the values of the discount levels in Accounts Receivable/Order Entry. Why can't we make a change to an existing discount level?

Is this the first time that you are changing the value for a discount level?

Changing the percentage for discount level 'D' in the Company Profile is not enough.

The discount levels are on the items. You will need to change the items before OrderEntry will show the changes that you want.