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No Contact Account Discount Code? (DBA Classic) (Read 420 times)
MatthewS
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No Contact Account Discount Code? (DBA Classic)
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?
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David Waldmann
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Re: No Contact Account Discount Code? (DBA Classic
Reply #1 - 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".
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David N Waldmann
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