Edit a customer discount

NOTE: Foreign currency transactions - You can only edit non-critical fields and the exchange rate on foreign transactions. To amend other critical fields, delete then re-enter the transaction.

1. Click Customers and click the required customer then click Activity.
2. Click the customer discount, SD, you want to amend then click Edit transaction.
3. Amend the transaction details as required.
   
   To edit certain fields, you may have to click Edit.
   
   
   
   
4. Once complete, click Save then click Yes and click Close.

What happens when you edit the sales discount?

• Non-critical fields - if you amend a non-critical field, the original transaction is updated.
• Critical fields - if you amend a critical field, a new transaction is posted in place of the original sales discount, and the old sales discount is deleted and saved as the next transaction on your audit trail.

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Edit a customer discount

NOTE: Foreign currency transactions - You can only edit non-critical fields and the exchange rate on foreign transactions. To amend other critical fields, delete then re-enter the transaction.

You must unallocate before you amend the sales discount:

1. Click Customers and click the required customer then click Activity.
2. Click the customer discount, SD, you want to amend then click Unallocate.
3. Click Edit transaction and amend the transaction details as required.
   
   To edit certain fields, you may have to click Edit.
   
   
   
   
4. Once complete, click Save then click Yes and click Close.

What happens when you edit the sales discount?

• Unallocate - when you unallocate, the sales discount (SD) changes to a sales credit (SC).
• Non-critical fields - if you amend a non-critical field, the original transaction is updated.
• Critical fields - if you amend a critical field, a sales invoice (SI) is created to reverse the discount then a new sales credit (SC) is posted.

Backnull;null;wiz_SDVCA,wiz_bSDa