Restricting The Max Discount Allowed On An Invoice
2016-11-04
Is there a way to restrict the maximum discount a sales person is allowed to give on a invoice?

We have loaded Price Lists for our sales items. We then loaded the prices list onto the customers. So we have a standard price for all items and customers. We would then like the ability to give a discount up to a max %. Say The sales person is negotiating with the customer and they have requested a better price, they can then give a discount say up to 5%. We then however restrict this so they cannot go above 5%. Is there away to do this?

We don't want to work with a minimum GP restriction but rather a max discount %.
This answer was correct
Created by16:00 8 Jun 2013

In the System module>>Person register>>Sales Tab you can link a Person to a Minimum Price List. The system will not allow a price after discount to be less than the item price in this list.

I second way to do this, which will requires a small customisation, is to add a Maximum Discount field onto the Person Register. A check must then be added to Orders, Invoices etc, which will check that the discount entered by a person does not exceed this Maximum Discount Set on the person register.

HansaWorld Support Team
This answer was correct
2013-06-08

In the System module>>Person register>>Sales Tab you can link a Person to a Minimum Price List. The system will not allow a price after discount to be less than the item price in this list.

I second way to do this, which will requires a small customisation, is to add a Maximum Discount field onto the Person Register. A check must then be added to Orders, Invoices etc, which will check that the discount entered by a person does not exceed this Maximum Discount Set on the person register.

HansaWorld Support Team
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