Rule - Populate discount on transaction lines based on the header discount | ParagonERP

Rule - Populate discount % on transaction lines based on the header discount %

When dealing with transactions, you may want to carry the discount rate from one transaction to another; order to invoices for example, while fulfilling the order with multiple deliveries. As a result you want to carry the discount for all line items from the original order to all invoices created from that order. This would calculate the correct discount accordingly in order to keep your clients happy and satisfied. ParagonERP makes it easy to do so with this run once rule!

With a push of one button, the discount rate is copied to all the line items on that transaction; saving you the time required to enter them manually on each line in any given transaction.

Some setup is required before you can install and run the rule.

You can set the following up yourself, or contact us at support@paragon-erp.com to get assistance.

 

Step 1: Create custom attributes for header %, line level %, and amount

From the attribute panel in settings, add:

  • A free flow text attribute titled Header Discount % and Store Discount %  with %
  • A monetary value titled Header Discount Amount and Store Discount Dollars

Click on the settings button


Select attribute setup under attributes


Hit the create a new attribute button and add all the required attributes


Header level attributes


Line level attributes



Step 2: Add the attributes to the transaction module

Select screen setup under system in the settings screen.


Select the transaction module. In this example, we are using the order module. Go to the more tab and hit the edit button


Add the newly created header attributes using the add attribute button and hit the save button


Go to the summary tab and hit the edit line discounts button


Add the newly created store level attributes using the add attributes button followed by the accept button.


Hit the save button 


You’ll see the attributes after saving the changes in the transaction module


 

Step 3: Implement the rule 

Once you’re ready to install the rule, contact us at support@paragon-erp.com We’ll set up the rule for you, and configure it to read your discount attribute and apply the same rate to all the line items.

 

Step 4: Activating the rule

Click on settings button and select rules under rules engine


Put a check-mark in the checkbox in the ON column to activate the rule


 

My rule is ready to run, now what?

Once you’ve configured all of the above, and we’ve set up your rule, you can start entering the discount rate at the header level to be applied to all line items – and then the rule can be run based on your business requirements, like before or after saving/issuing your transaction. After performing the corresponding action, the rule will run and you’ll be able to see the discount rates applied to all the line items.

 

Step 5: How the rule works after activating it.

Go to the transaction module, e.g. order, select the more tab and click on the edit button


Add value to the Header Discount % attribute and click on the save button


In the summary tab right click on the line Item and select the view line discounts option


You’ll see the discount applied to each line item


What’s next?

Interested in setting up more rules with ParagonERP? Contact us at support@paragon-erp.com

 


    • Related Articles

    • Adding and editing discounts to transaction lines

      Introduction There are several business models that benefit from giving or receiving incentives for purchasing goods or services. Offering your clients (or maybe your vendors offering you) price discounts is one way to accomplish this. In Paragon, ...
    • How to set up transaction screens

      Information that is important to see on an invoice may not be the same information that is important to see on a shipment. For this reason, Paragon allows you to decide, on a module by module basis, how all your screens are configured. This document ...
    • Rule - Calculate cost on receipt transaction

      Introduction ParagonERP can help small businesses manage their day-to-day operations using rules. Rules allow you to change the behavior of the software to suit your business’ specific needs without having to change the software itself. In other ...
    • Rule - How to automatically update the warehouse attribute in a transaction

      An important feature of your shipments may be to have the warehouse name as a header attribute. Rather than filling in this information every time you create a shipment, Paragon allows this attribute to be automatically updated once your shipment is ...
    • How do transaction screens work

      Introduction There are two main types of data screens in Paragon: reference screens and transaction screens. Here, we'll focus specifically on navigating around transaction screens and what you can expect from each section. The majority of screens in ...