Difference between revisions of "Changes to Applying a Settlement Discount to a Purchase Invoice"

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Settlement Discounts can be applied to Purchase Invoices or entered in the [[Customer / Supplier Statement Tab#Statement Transaction Grid Context Menu|<code>[&nbsp;Supplier&nbsp;| Detail&nbsp;| Statement&nbsp;]</code>]] tab when agreed with the Supplier.  
 
Settlement Discounts can be applied to Purchase Invoices or entered in the [[Customer / Supplier Statement Tab#Statement Transaction Grid Context Menu|<code>[&nbsp;Supplier&nbsp;| Detail&nbsp;| Statement&nbsp;]</code>]] tab when agreed with the Supplier.  
  
Previously, when entering the settlement discount, multiple prompts were displayed and the date used for the discount was always that of the associated Purchase Invoice / Transaction. From version'''8.133''' the user will only be presented with two prompts, one for the initial data (such as the discount percentage to be applied and the posting date) and one to confirm the final amount of the discount.  
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Previously, when entering the settlement discount, multiple prompts were displayed and the date used for the discount was always that of the associated Purchase Invoice / Transaction. From version '''8.133''' the user will only be presented with two prompts, one for the initial data (such as the discount percentage to be applied and the posting date) and one to confirm the final amount of the discount.  
  
 
=== How to Apply a Settlement Discount in the Purchase Invoice Screen ===
 
=== How to Apply a Settlement Discount in the Purchase Invoice Screen ===
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# Enter the percentage discount that the supplier is offering in the Discount Percentage field.
 
# Enter the percentage discount that the supplier is offering in the Discount Percentage field.
 
# {{BtnTriStOnXP}} Tick or {{BtnTriStOffXP}} untick the Is Taxable field as appropriate.  
 
# {{BtnTriStOnXP}} Tick or {{BtnTriStOffXP}} untick the Is Taxable field as appropriate.  
# Set the Posting Date (this will default to the date the settlement discount is being applied.  
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# Set the Posting Date (this will default to the date the settlement discount is being applied).  
 
# Click OK. The following prompt will then be displayed, allowing the user to confirm the amount of the discount that is being applied:<br/> [[File:SettlementDiscountAmount.jpg|Settlement Discount Amount prompt]]<br/>
 
# Click OK. The following prompt will then be displayed, allowing the user to confirm the amount of the discount that is being applied:<br/> [[File:SettlementDiscountAmount.jpg|Settlement Discount Amount prompt]]<br/>
 
# Review the amount and click OK.  
 
# Review the amount and click OK.  
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# Enter the percentage discount that the supplier is offering in the Discount Percentage field.
 
# Enter the percentage discount that the supplier is offering in the Discount Percentage field.
 
# {{BtnTriStOnXP}} Tick or {{BtnTriStOffXP}} untick the Is Taxable field as appropriate.  
 
# {{BtnTriStOnXP}} Tick or {{BtnTriStOffXP}} untick the Is Taxable field as appropriate.  
# Set the Posting Date (this will default to the date the settlement discount is being applied.  
+
# Set the Posting Date (this will default to the date the settlement discount is being applied).  
 
# Click OK. The following prompt will then be displayed, allowing the user to confirm the amount of the discount that is being applied:<br/> [[File:SettlementDiscountAmount.jpg|Settlement Discount Amount prompt]]<br/>
 
# Click OK. The following prompt will then be displayed, allowing the user to confirm the amount of the discount that is being applied:<br/> [[File:SettlementDiscountAmount.jpg|Settlement Discount Amount prompt]]<br/>
 
# Review the amount and click OK.  
 
# Review the amount and click OK.  

Revision as of 15:44, 20 October 2017

Page approved.



From version 8.133 the process of applying a settlement discount against a purchase invoice has changed.

Overview

Settlement Discounts can be applied to Purchase Invoices or entered in the [ Supplier | Detail | Statement ] tab when agreed with the Supplier.

Previously, when entering the settlement discount, multiple prompts were displayed and the date used for the discount was always that of the associated Purchase Invoice / Transaction. From version 8.133 the user will only be presented with two prompts, one for the initial data (such as the discount percentage to be applied and the posting date) and one to confirm the final amount of the discount.

How to Apply a Settlement Discount in the Purchase Invoice Screen

  1. Open a Purchase Invoice screen (show me how).
  2. Using the filters find and load the required purchase invoice.
  3. If the Purchase Invoice has not been posted:
    1. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
    2. Check the Post Invoice checkbox.
    3. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save and post the purchase invoice
  4. Right-click in the grid and select 'Enter Settlement Discount' from the Context menu. The Settlement Discount Details dialog will be displayed:
    Settlement Discount Details dialog
  5. Enter the percentage discount that the supplier is offering in the Discount Percentage field.
  6. a tri-state checkbox, set to the "on" setting. Tick or a tri-state checkbox, set to the "off" setting untick the Is Taxable field as appropriate.
  7. Set the Posting Date (this will default to the date the settlement discount is being applied).
  8. Click OK. The following prompt will then be displayed, allowing the user to confirm the amount of the discount that is being applied:
    Settlement Discount Amount prompt
  9. Review the amount and click OK.
  10. An information popup will be displayed informing the user that the settlement discount has been applied:
    Settlement Discount Applied popup
  11. Click OK to close the popup.

How to Apply a Settlement Discount in the Supplier Statement Screen

  1. Open a Supplier screen (show me how).
  2. Find and load the Supplier.
  3. Move to the [ Suppler | Detail | Statement ] tab.
  4. Right-click on the purchase invoice in the Statement Transactions grid and select 'Enter Settlement Discount' from the Context menu. The Settlement Discount Details dialog will be displayed:
    Settlement Discount Details dialog
  5. Enter the percentage discount that the supplier is offering in the Discount Percentage field.
  6. a tri-state checkbox, set to the "on" setting. Tick or a tri-state checkbox, set to the "off" setting untick the Is Taxable field as appropriate.
  7. Set the Posting Date (this will default to the date the settlement discount is being applied).
  8. Click OK. The following prompt will then be displayed, allowing the user to confirm the amount of the discount that is being applied:
    Settlement Discount Amount prompt
  9. Review the amount and click OK.
  10. The settlement discount will be applied and the corresponding credit will appear within the Statement Transactions grid. No information popup will be displayed.


Note: the payment line for any Settlement Discounts that have been applied will be blue indicating a partial payment has been applied in the [ Supplier | Detail | Statement ] screen.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team