How to setup or update a Discount Rule

• Need to know how to setup a Discount Rule for Accounts Receivable. 
• Need to know how to update a Discount Rule for Accounts Receivable. 

• Accounts Receivable
• Discount Rules
• Accounts Receivable Settings (arparmnt) 
• Accounts Receivable Charge Codes (archgmnt)

A Discount Rule needs to be setup or updated. 

1. Discount Rules can be accessed from 2 programs. The easiest way to access them is through the Accounts Receivable Charge Codes program which can be found at the following path: General or Property Revenues > Accounts Receivable > Setup > Accounts Receivable Charge Codes 
2. Click Search. 
3. Enter the Year, Code, and Category for the Charge Code that should receive the discount or receives the discount that needs to be updated. 
4. Click Accept. 
5. If Charge Code already has the Subject to discount option checked and a Discount rule populated, then follow these steps:
   1. Click the orange folder icon next to the Discount rule. 
   2. The Discount Rule Setup window should open. 
   3. Now click Update to update the Discount Rule or Add to add a new Discount Rule. 
6. If the Charge Code does not have the Subject to discount option checked, then follow these steps:
   1. Click Update. 
   2. Check the Subject to discount box. 
   3. Select the desired Discount rule or if adding a new Discount Rule click the orange folder. 
   4. The Discount Rule Setup window should open.
   5. Click Update to update a Discount Rule or Add to add a new Discount Rule. 
7. The Discount Rule Setup is also available in the Accounts Receivable Settings program, but only if one or more Charge Codes within that AR Category is marked as Subject to discount. This is why it is recommended to access the Discount Rule Setup using steps 1-6. If one or more Charge Codes is marked as subject to discount, then open the Accounts Receivable Settings program which can be found at the following path: General or Property Revenues > Accounts Receivable > Setup > Accounts Receivable Settings
8. Click Cat Specific. 
9. Use the arrows or the Browse to locate the desired AR Category that should receive the discount. 
10. Click the Discounts tab. 
11. Click Update.
12. Click the orange folder next to the Default discount rule field. 
13. The Discount Rule Setup window should open. 
14. Select Add to setup a new Discount Rule or click Update to update the existing Discount Rule. 

If additional assistance is required, please contact the appropriate Accounts Receivable Support Team: How to determine the correct Accounts Receivable support team to assist with an issue