Discount Schedules

Discount Schedules

Purpose and when to use this record

Define a reusable customer or sales discount arrangement and the rules that determine when it applies.

At a glance

• Identify it by: Name.

• Check its business context: Unit Of Measure.

• Why care: These master records supply defaults and choices to later transactions. Correct duplicates and inactive records before staff build more activity on the wrong record.

Before you begin

You need the Brisk permission for the action you are taking on discount schedules. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a discount schedule

Create a discount schedule only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder.

1. Select the business context first: Unit Of Measure.

2. Enter the required identifying and operational values: Name.

3. Review Method deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the discount schedule, then confirm Name on its detail page before continuing.

After saving: Open Customers, and Discount Rules and confirm the discount schedule appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Delete a discount schedule

Delete this discount schedule only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for related Customers, and Discount Rules. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name. After confirmation, return to the Discount Schedules list and make sure only the intended discount schedule was removed.

Review discount schedule details

Use the detail page as the shared record of what this discount schedule currently means. Verify Method before relying on it for a decision.

Follow Unit Of Measure to determine whether the issue is on this discount schedule or on one of those linked records.

Next check: Open Customers, and Discount Rules and confirm the discount schedule appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Edit an existing discount schedule

Edit this discount schedule when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one.

1. Open the detail page. Compare Unit Of Measure with the supporting document or approved request.

2. Recheck Method. These values are most likely to change future transactions, defaults, assignment, pricing, and reporting.

3. Save the change, return to the list, and confirm that the discount schedule now appears under the expected Method.

After the change: Open Customers, and Discount Rules and confirm the discount schedule appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Find and review discount schedules

Use the Discount Schedules list to find the correct record before opening or changing it. Compare Name. Records with similar names or numbers can still belong to different Unit Of Measure.

Open the discount schedule whose Name match the task. If it is missing, clear the list filters and recheck Method rather than creating a replacement immediately.

Fields and business rules

Brisk stores 3 user-relevant fields for this discount schedule, including 1 linked-record selection and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

What happens next

Open Customers, and Discount Rules and confirm the discount schedule appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Common mistakes and troubleshooting

• The record will not save: Recheck Name and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The values look right but the result is wrong: Open Unit Of Measure from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.