why wouldn't a discount in cetec acknowledgement show in the unit sale or ext. sale?

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1

Why wouldn’t a discount in acknowledgement show in the unit sale or ext. sale? Please review order 12068.

I show the 10% discount but does not translate it to the unit sale or ext.

This is a stock part vs. a build. Does that have anything to do with it?

Thank you,

Pat

2

Hi Pat,

I was able to take a look at this order, and it looks like the discount is applying without any issue. Do you have specific examples of what you are seeing? I am viewing this link: Cetec ERP

Let me know what you think!

3

In the Customize PDF section you need to check the Base Price and Discount boxes and reset Columns. Then you will see the problem,

Our customer wants these showing on the Acknowledgement and Invoice.

I have another for this customer as well. We often change the price after an quote is committed to an order. I need the discount to reflect the change. You will see on work order 12067 the amount of the discount is not correct. It reflects the previous price.

Thanks for the help,

Pat

4

Hi Pat,

Maybe I am misunderstanding the issue. If the customer is wanting to see the base price and discount on the invoice PDF, the option to do so is the same as on the order PDF. If you uncheck those boxes and submit the columns, they won’t appear on the PDF, but if you leave them checked then they should be visible without issue.

As for work order 12067, once an order is committed, changing the price via discount becomes difficult. Though you can’t truly ‘uncommit’ the order, you can, at that point, delete the order, close the quote, and take another pass at it. You could also technically apply a ‘discount’ by adding a non-inventory charge line with a negative resale value applied to it if you do not want to start over. That second negative charge OrdLine would, at that point, function as your ‘discount’ since it’ll reduce the resale value down by the applied negative resale. You can also, alternatively, change the order resale value. Applying a discount after a sales order is committed, however, is not an option.

Again, let me know your thoughts!