Customer Other Overrider Discounts Tab

Table Of Contents

The Overrider Discounts screen allows you to view sales invoices that qualify for an overrider discount.

Overrider discounts are typically based on agreed sales volumes and are paid retrospectively to the customer. The discount settings are configured within the customer's financial details on the [ Customer | Detail | Financial ] tab.

For information on processing and paying overrider discounts, see How To: Pay a Customer's Overrider Discount.

Overrider Discounts Grid

The grid displays all invoices that have an overrider discount associated with them.

SO Code

Displays the sales order number that the overrider discount relates to.

Customer Name

Displays the customer associated with the sales order.

Invoice

Displays the invoice number generated for the sales order.

Issue Date

Displays the date the invoice was issued through the Sales Invoice Manager.

Ord Total

Displays the total value of the order, including any delivery charges.

Overrider

Displays the monetary value of the overrider discount for the invoice.

Allocated

Displays the amount that has been allocated against the invoice within the [ Customer | Detail | Statement ] tab.

This helps identify whether the discount has already been processed or allocated.

Paid Date

Displays the date the overrider discount was paid.

This date is populated when a credit note is created using the Credit Selected Overrider Items option from the context menu.

Context Menu Options

Right-click within the grid to access additional actions.

Go To Sales Order

Opens the sales order associated with the selected overrider discount entry.

This is useful if you need to review the original order details.

Go To Sales Invoice

Opens the relevant invoice in the Sales Invoice Manager.

This allows you to review the invoice before processing the discount.

Credit Selected Overrider Items

Creates a credit note for the selected overrider discount entries.

This is typically used when paying an overrider discount back to the customer.

For full instructions, see How To: Pay a Customer's Overrider Discount.

Print

Prints the contents of the Overrider Discounts grid.

This can be useful for reconciliation, customer queries or internal reviews.

Clear Selection

Removes the current selection from the grid.

Tips

Review outstanding overrider discounts regularly to ensure customers receive agreed rebates on time.
Use Allocated and Paid Date to identify discounts that have already been processed.
Open the related sales order or invoice before creating credit notes if you need to verify qualifying transactions.
Print the grid when auditing overrider agreements or reviewing customer rebate activity.