A client is entering an order where the whole order is discounted by 5% off list. They have never used the Discount % field on the Total screen and want to know:

1) When the details are transferred to SalesAnalysis, will the price for each detail reflect the 5% discount?

2) If they have to do a credit note on the original invoice, will the system default to the discounted price?

Steve

Since nobody seems to know the answer off the top of their head, I tested this out.

1) Yes

2) A credit note defaults to the same way the invoice was processed, with the full price showing on the detail screen, and the Discount % showing in the Total screen.

Next question - is there any way to show the discounted price on an order confirmation, or does it only get applied when the order is invoiced? I don't see any spec codes that do this. If not, can this be done in SalesCQ?

Steve

I don't think you'll find specs in OE or CQ that apply that discount to order/invoice details. There is a spec to display this discount in the header or footer. I'm suprised by your findings regarding #1, but #2 was expected. Softrak can confirm.