M5-SO-Discount Option

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Contents

Synopsis

This solution will enhance the sales order discount field functionality so that it will not change as changes occur on the line.

Installation, Setup & Usage

Installation Requirements:

Prior to running this application, you will need to have the appropriate version of Sage 500 installed. This enhancement is currently compatible with Sage 500 Version 7.30.3 (May 2010 Monthly Update). Other versions may be made compatible; (please contact BlythecoDev for further information). It is recommended to have a complete and tested backup prior to installing any application on your Sage 500 platform.

Reinstalling or Installing an Update:

You must first uninstall the client/server installs via “Add and Remove Programs”. This will not uninstall any database objects, but will permit the update install to run its SQL package to update the necessary database objects. Once the previous install has been removed, you may then run the new client and server installs.

Components to the Installation:

1. Server Installation – This adds the database stored procedures and tables required to run the integration. Run the Install Shield on the Sage 500 database server.
2. Client Installation – This is used to install the client components of Sage 500. Run the Install Shield Application on each appropriate workstation that the enhancement will run.


Data Setup:

To Activate the Discount Option feature:

1. Go to > Sales Order > Maintenance > SO Setup > Setup SO Options > Other tab
2. Select (flag) the Override MAS Trade Disc Calc check box. (See Figure 1).


Set Up SO Options – Other tab
Figure 1 – Set Up SO Options – Other tab


3. Go to > Sales Order > Maintenance > Customize SO Entry
4. Select (flag) the “Show” check box for the field “Unit Discount”. This will allow this field to be displayed in the line entry grid of Sales Order Entry screen. (See Figure 2).


Customize SO Entry – Entry Grid
Figure 2 – Customize SO Entry – Entry Grid


Using This Enhancement

1. In Sales Order Entry, enter the Sales Order header information in the usual manner.
2. Open the “Item” tab of the Sales Order using the “More>>” button. Enter a line item and a quantity in the sales order entry grid. Notice that, if there is a default Trade Discount Percent established for a Customer, it will briefly appear in the Trade Disc % field in the Item tab. (See Figure 3).


Sales Order Entry – Item tab
Figure 3– Sales Order Entry – Item tab


3. Enter a unit price for the line item. The Sales Amount and the Trade Disc % fields will be automatically recalculated. The Trade Disc % field will be reset to zero because the Number of units (“1”) x Unit Discount (“0”) = “0”.
4. By entering a Unit Discount, the Trade Discount and Trade Disc % will be automatically recalculated as Total Line Discount = (Number of units x Unit Discount). In Figure 4, a Unit Discount of “1.00” is entered. Thus the Trade Discount and the Trade Disc % are recalculated.


Sales Order Entry – Item tab
Figure 4– Sales Order Entry – Item tab


5. If the Trade Discount field is changed to “2.00”, a recalculation will be invoked to change the Unit Discount = “2.0” and the Trade Disc % = “20”. (Figure 5).


Sales Order Entry – Item tab
Figure 5– Sales Order Entry – Item tab


6. If the line item Quantity is changed to “2.00”, a recalculation will result changing the Trade Discount field = “4.00”; Total Line Discount = (Number of units x Unit Discount) (Figure 6).


Sales Order Entry – Item tab
Figure 6– Sales Order Entry – Item tab


7. If the line item Unit Price is changed to “18.00”, a recalculation will result changing the Trade Disc % field = “11.11”, but the Total Line Discount (“4.00”) and the Unit Discount (“2.00) did not change’.


Sales Order Entry – Item tab
Figure 7– Sales Order Entry – Item tab


All discounts using this discount option enhancement are based on the line item. If another line item is entered on a sales order line, the discounts steps will repeat starting at Step 2 of Using This Enhancement above.

After sales orders are entered and saved, they can be processed the same as any other sales order.

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