Discount Authorization

A Maximum Discount% can be defined by operator Security Role Permission in the Role Parameters window to apply when Sales and/or Rentals discounts are over-ridden on the document header or product detail line of a rental document, a counter invoice, cycle billing, or rental return.
Only operators assigned a security role with high enough discount percent have permission to complete the over-ride.
If the Maximum Discount% for the role is blank, then there is no limit for operators in that role.

Initially the document defaults to the customer/site/special rate discounts on the header and on the individual product details regardless of the operator role defined maximums.
The role Maximum Discount% is only checked if the operator attempts to over-ride the header or product detail discount.
If the operator does not have a high enough maximum to increase the discount, then the Discount Exceeds your Allowable Limit warning is triggered with the option to ignore the over-ride or get approval from another operator with a higher or no over-ride limit.

• If the approval requirement is declined the discount reverts to the previous value (even if the previous value exceeds operator maximum).

• If the operator does not have a high enough maximum, and lowers the discount then the discount cannot be returned to the pervious value if it was above the operator's maximum, and a supervisor with a higher over-ride level needs to make the adjustment.

• If the approval requirement option is accepted the prompts in this window are:

  PRODUCT # / DESCRIPTION

  The Rental or Sales discount type is displayed if the discount over-ride is on a document header.
  The product number and description are displayed if the discount over-ride is on a product detail line.

  DISCOUNT%

  The requested discount over-ride percent is displayed.

  
  OPERATOR

  Enter the operator code with a high enough Maximum Discount% defined in the Security Role Permission.

  PASSWORD

  Enter the corresponding password for the approving operator code.