Customer Allowance Rule Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Customer Allowances $Images\bluerarw.gif$ Setup $Images\bluerarw.gif$ Customer Allowance Rule Maintenance

Purpose

Maintain customer allowance rules.

Overview

Use Customer Allowance Rule Maintenance to create, update, and delete customer allowance rules for calculating customer allowances. These rules are used when creating invoices for customers to accrue percentages of the invoice totals.

Customer allowances are calculated during invoice creation for each line item and posted when the invoice is posted. You can use Customer Allowance Management to view customer allowance amounts. You can create credit memos for the customer allowances in Invoice Entry.

Note Customer allowance rules can be set up for billing customers and non-billing customers. As a result, calculated customer allowance amounts for a single invoice may be determined by rules for multiple customers. However, if a customer is set up for invoice consolidation by billing customer, only customer allowances for the billing customer are calculated.

Each invoice line item may qualify for multiple customer allowance rules. Only the first customer allowance rule for each customer allowance type is used for each line item. Typically, more specific rules override more general rules, but the hierarchy can be set up on the Commissions / Allowances tab in Customer Service Control Maintenance.

You can also import customer allowance rules in Customer Allowance Rule Import.

For more information on setting up customer allowances, see Customer Allowances.

Creating Customer Allowance Rules

To create a customer allowance rule:

Click the New button in the ribbon.
Enter a customer allowance type in the Customer Allowance Type field.
If you want to create a customer allowance rule for all customers, select the All check box. If you want to create a customer allowance rule for a single customer, enter a customer code or name in the Customer Code or Customer Name field. If you want to create a customer allowance rule for a customer allowance group, select the Customer Allowance Group radio button, and enter the customer allowance group in the Customer Allowance Group field.
If you want to create a customer allowance rule for all products, select the All check box. If you want to create a customer allowance rule for a single product, product style, product category, or product subcategory, select the appropriate radio button, and enter the product, product style, product category, or product subcategory.
Enter an order class in the Order Class field, or if you want to create a customer allowance rule for all order classes, select the All check box to the left of the Order Class field.
Enter a sales location prefix or name in one of the Sales Location Prefix fields, or if you want to create a customer allowance rule for all sales locations, select the All check box to the left of the Sales Location Prefix field.
Enter a date range for the customer allowance rule in the Start Date and End Date fields.
Enter a percentage for the customer allowance rule in the Allowance Percent field.
If you want to calculate commissions based on sales amounts that are reduced by the customer allowances calculated for the customer allowance rule, select the Used in Commission Calculation check box.
If you want to calculate royalties based on sales amounts that are reduced by customer allowances for the customer allowance rule, select the Used in Royalty Calculation check box.
Enter the allowance account for the customer allowance rule in the Allowance Account field. This is the account that is credited when you post an invoice for which the customer allowance rule applies.
Enter the allowance offset account for the customer allowance rule in the Allowance Offset Account field. This is the account that is debited when you post an invoice for which the customer allowance rule applies.
Click the OK button in the ribbon. The customer allowance rule is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Allowance Rule Maintenance window.
New	Click this button to create a customer allowance rule.
Update	Click this button to update the selected customer allowance rule.
Delete	Click this button to delete the selected customer allowance rule.
Show Data	Click this button to display data in the Customer Allowance Rules grid based on the selected criteria. This button is only available after you click the Inquiry tab.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first customer allowance rule based on the selected Navigate by option.
Prev	Click this button to display the previous customer allowance rule based on the selected Navigate by option.
Next	Click this button to display the next customer allowance rule based on the selected Navigate by option.
Last	Click this button to display the last customer allowance rule based on the selected Navigate by option.

Main Tab Fields and Buttons

Field or Button	Description
Customer Allowance Type	Enter a customer allowance type, or click the Lookup button to select a customer allowance type. When you select a customer allowance type, the customer allowance name appears. For information on setting up customer allowance types, see Customer Allowance Type Maintenance.
All (Customers)	Select this check box if the customer allowance rule is for all customers. This check box is cleared by default.
Customer/Customer Allowance Group	Select whether the customer allowance rule is for a specific customer or a customer allowance group. These radio buttons are only enabled if the associated All check box is cleared.
Customer Code	Enter a customer code for the customer allowance rule, or click the Lookup button to select a customer code. This field is only available if the Customer radio button is selected, and only enabled if the associated All check box is cleared.
Customer Name	Enter a customer name for the customer allowance rule, or click the Lookup button to select a customer name. This field is only available if the Customer radio button is selected, and only enabled if the associated All check box is cleared.
Customer Allowance Group	Enter a customer allowance group for the customer allowance rule, or click the Lookup button to select a customer allowance group. This field is only available if you select the Customer Allowance Group radio button.
Description (Customer Allowance Group)	This field displays the description of the customer allowance group entered in the Customer Allowance Group field. This field is only available if you select the Customer Allowance Group radio button.
All (Products)	Select this check box if the customer allowance rule is for all product. This check box is cleared by default.
Product/Product Style/Category/Subcategory	Select whether to define a customer allowance rule for a product, product style, product category, or product subcategory.
Product Code	Enter the product code for the customer allowance rule, or click the Lookup button to select a product code. This field is only available if the Product radio button is selected, and only enabled if the associated All check box is cleared.
Product Name	Enter the product name for the customer allowance rule, or click the Lookup button to select a product name. This field is only available if the Product radio button is selected, and only enabled if the associated All check box is cleared.
Product Style	Enter the product style for the customer allowance rule, or click the Lookup button to select a product style. This field is only available if you select the Product Style radio button.
Name	Enter the product style name for the customer allowance rule, or click the Lookup button to select a product style name. This field is only available if you select the Product Style radio button.
Category	Enter the product category for the customer allowance rule, or click the Lookup button to select a product category. This field is only available if you select the Category or Subcategory radio button.
Short Description	This field displays the short description of the product category entered in the Category field. This field is only available if you select the Category or Subcategory radio button.
Subcategory	Enter the product subcategory for the customer allowance rule, or click the Lookup button to select a product subcategory. This field is only available if you select the Subcategory radio button.
Subcategory Name	This field displays the name of the product subcategory entered in the Subcategory field. This field is only available if you select the Subcategory radio button.
All (Order Classes)	Select this check box if the customer allowance rule is for all order classes. This check box is cleared by default.
Order Class	Enter an order class for the customer allowance rule, or click the Lookup button to select an order class. This field is only enabled if the associated All check box is cleared.
Name (Order Class)	This field displays the order class name of the selected order class.
All (Sales Locations)	Select this check box if the customer allowance rule is for all sales locations. This check box is cleared by default.
Sales Location Prefix	Enter a sales location prefix for the customer allowance rule, or click the Lookup button to select a sales location prefix. This field is only enabled if the associated All check box is cleared.
Name (Sales Location)	Enter a sales location name for the customer allowance rule, or click the Lookup button to select a sales location name. This field is only enabled if the All check box is cleared.
Navigate by	Select the type of customer allowance rules by which to navigate when clicking the First, Prev, Next, or Last buttons in the ribbon, or select the All radio button if you want to navigate through all customer allowance rules.
View Expired Records	Select this check box to display expired customer allowance rules when clicking the First, Prev, Next, or Last buttons in the ribbon. This check box is cleared by default.
Start Date	Enter the start date for the customer allowance rule, or click the drop-down arrow to select the start date.
End Date	Enter the end date for the customer allowance rule, or click the drop-down arrow to select the end date.
Allowance Percent	Enter the allowance percentage for the customer allowance rule. This percentage of gross sales is used to calculate allowance amounts. Additional charges and discounts on orders are not included in the percentage. You can leave this as zero if you want to configure a specific customer or customer allowance group to not have any customer allowances.
Used in Commission Calculation	Select this check box to calculate commissions based on sales amounts that are reduced by the customer allowances calculated for the customer allowance rule. This check box is cleared by default.
Used in Royalty Calculation	Select this check box to calculate royalties based on sales amounts that are reduced by the customer allowances calculated for the customer allowance rule. This check box is cleared by default.
Allowance Account	Enter the allowance account for the customer allowance rule, or click the Lookup button to select an allowance account. This should be a liability type (LI) account used to accumulate accrued allowances. You cannot enter the same account in this field and the Allowance Offset Account field.
Allowance Offset Account	Enter the allowance offset account for the customer allowance rule, or click the Lookup button to select an allowance offset account. This should be an expense type (EX) account used to record the expense of allowances. You cannot enter the same account in this field and the Allowance Account field.

Inquiry Tab Fields and Buttons

Note This tab is disabled if you click the New, Update, or Delete button in the ribbon.

Field or Button	Description
Customer Allowance Rules	This grid displays customer allowance rule information based on the selected criteria after you click the Show Data button in the ribbon. Double-click a customer allowance rule to select it and display information for it on the Main tab.