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Evo-ERP and DBA Classic >> Sales >> No Contact Account Discount Code? (DBA Classic)
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Message started by MatthewS on 05/17/12 at 08:39:21

Title: No Contact Account Discount Code? (DBA Classic)
Post by MatthewS on 05/17/12 at 08:39:21

For DBA Classic:

In AR-A (Enter Customers) there is a line called "Discount Code" that lets you enter a certain discount rate for that particular customer. However, I do not see a "Discount Code" line in CM-A (Enter Contact Accounts). The problem is that Sales Quotations (SO-P-A) force you to pick from your Contact Accounts list, not your Customer list. Therefore, when someone is making a Sales Quotation, the discount rate for that customer does not show up. Yet when that quote is converted to a Sales Order, SO-A uses the Customer list which *does* have the discount code and the Sales Order ends up having a different price than the original quote.

I realize it's possible to manually enter a Discount Code to a Sales Quotation, but that would require the salespeople to remember which code is used for which customer, which isn't practical.

Is there a way to set a Discount Code to a Contact Account? Or perhaps just an easier way of going about it in general?

Title: Re: No Contact Account Discount Code? (DBA Classic
Post by David Waldmann on 05/17/12 at 09:18:28

I think you may have just answered the question as to why a bunch of things don't work properly in quotes, as reported here:
http://www.istechsupport.com/bugtrack/view.php?id=224

i.e. that it is using the Contact Account list as opposed to Customer Account. I knew Contacts were available, but never thought about how they "meshed".