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Creating and maintaining charges or discounts

Menu path

System ➔ Logistics ➔ Charges/Discounts

Introduction

Charges or discounts are generally the additional costs or deductions of amounts that can be applied in sales entries such as quotations, sales orders, or invoices upon fulfilling certain conditions or criteria.

In this screen, you can create and edit charges or discounts by defining the general information of the charges or discounts, conditions upon which the charges or discounts will be applied, and the methods used to calculate the charges or discounts.

What version are you using?

The information in this document is applicable to product update 410 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create charges or discounts?

  1. Click New. The Charges/Discounts screen will be displayed.
  2. At Charge/Discount code, type the code of the charge or discount.
  3. At Description, type the description of the charge or discount.
  4. Define the currency of the charges or discount at Currency.
  5. At Item group, type or select the item group code to define the items that are applicable to this charge or discount.
  6. Define other fields, if required.
  7. Click Save.

Keep in mind: All fields with the “!” icon are mandatory.

How do I modify charges or discounts?

  1. Define the filter criteria, and then click Search.
  2. Select a discount or charge, and then click Open. The Charges/Discounts screen will be displayed.
  3. Make the necessary changes.
  4. Click Save.

Keep in mind: All fields with the “!” icon are mandatory.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 19.135.407
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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