Lookup in invoice disc.Code

heca · 2004-11-04

The problem occurs on the customercard. When you do a lookup in the Invoice Disc.Code field, the lookup takes you to the customer table. I mean it would take you to the Cust. Invoice Disc table instead.

Today a user who is unsertain of what Cust. Invoice Discount code to use has to do it in the following way:
1. Show the Cust. Invoice Discounts table via Sales->Invoice Discounts.
2. Take away the filters via Show all.
3. Copy the code that he want's to use.
4. Go back to the customer card and paste the code.
In my opnion this is not a straightforward and simple way to do it as it would have been if the lookup in this field took you to the Cust. Invoice Disc table and you just picked one.

I discussed this issue with the swedish support, but they don't seem to understand and/or they don't regard it as a bug.

Is it something I have missed or do anyone have aditional information on this subject?

Best regards,
Henrik Cavallin

Savatage · 2004-11-04

Invoice Disc. Code Field

This field displays the customer's invoice discount code. You can enter a maximum of 20 characters, both numbers and letters.

When you set up a new customer card, the number from the No. field is automatically copied to this field.

You then have two possibilities in this field:

-If you want the customer to have an individual invoice discount, don't change the contents of this field, but set up terms for this invoice discount code in the Cust. Invoice Disc. window.
-To see the window, click the Sales button on the Customer Card window, and select Invoice Discount.

If you want several customers to have the same invoice discount, you can replace the default code with another one. This can be a code that has previously been set up, or it can be a new one. If you enter a new code, you must set up invoice discount terms for it in the Cust. Invoice Disc. window. After this, enter the new code in the Invoice Disc. Code field for each customer that you want to have the same invoice discount.

Use codes that are easy to remember and describe the invoice discount terms. For example:

20000 (the customer must buy at least USD 20,000 worth of merchandise before the invoice discount is granted).

The invoice discount can be allowed/disallowed in the Price Groups window

Savatage · 2004-11-04

oooh almost 300

heca · 2004-11-04

...
I understand how you are supposed to do this. My only point is that the lookup in this field should take you to the Cust. Invoice Disc table.

The function of the lookup is to give you avaible options in an underlying table. The lookup in this field can impissibly be to any help, when it takes you to the customer table. If this lookup instead took you to the Cust. Invoice Disc table it would help the user.

/Henrik

Polleke · 2004-11-05

The fun thing about going to the customer table is that you can select a customer with the same discount profile.
If you do not wish to use another customer's profile then you don't have to.

heca · 2004-11-05

But wouldn't it be even funnier if it took you to the avaible discount codes with their profiles, something like this

:
Code Min Amount Discount
1 3000 2
2 3000 3,5

Best regards,
Henrik

RobertMo · 2004-11-05

Think of this as "historic reasons"... when you made a setup for one customer and for other customers you just specified "same conditions as cust A'.

It's similar to xerox machine... The Canon copier is also a 'xerox machine'... (Ok, I'm not form US, but I heard that they are using this term

Polleke · 2004-11-08

I must admit that I am somewhat "Navisionized" after a couple of years working with Navision. At first, it looked odd to me as well ...

Howdy, Stranger!

Quick Links

Categories

Lookup in invoice disc.Code

Comments