TA- Customer Group / Item Group Specific Procedure

This feature would be used when customer groups are given discounts for certain groups of items, like giving military customers a discount on clothing.

1. Create/use existing Trade Agreement Name
2. Select ‘Sales Order’ under “Applies To” prompt.
3. Select ‘line’ under “Level” prompt
4. Select appropriate item group under “Applies to Item Group”
5. Select appropriate customer group (account group) under “Account Group Selection”
6. Select/enter appropriate effectivity dates under “Date From” and “Date To”.  This agreement will be in effect between the dates referenced.  If there is no “Date To” effectivity date, then there is no time limit to the Trade Agreement.
7. Enter a discount percentage in the “Discount” field.
8. Click “Save”

Example 2: 

1. Create/use existing Trade Agreement Name
2. Select “Sales Order” under “Applies To” prompt
3. Select “order” under “Level” prompt
4. Select an appropriate item group under “Applies to Item Group”
5. Select an appropriate account group (customer group) under “Account Group Selection”
6. Select “Item Group/ Account Group” under “Trade Object” prompt
7. Select “discount” under “Agreement Type” prompt
8. Select/enter appropriate affectivity dates under “Date From” and “Date To”.  This agreement will be in effect between the dates referenced.  If there is no “Date To” affectivity date, then there is no time limit to the Trade Agreement
9. Enter a discount percentage in the “Discount” field. i.e. 5 = 5% off
10. Click “Save”