A Discount Schedule is a group of individual discounts saved in one file. This file can be shared and used again and again if you do projects where the same discounts will apply.
To apply a discount schedule to a worksheet
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From the Worksheet menu, click Apply Schedule.
The Apply Schedule dialog will open. -
Click Add and a blank Add Discount dialog box will open. Here you can create other discounts to add to the current discount schedule. For example, you can add a discount for each Cat code in your worksheet.
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To apply selected discounts within the schedule to your worksheet, highlight the discounts you want to apply. Use the SHIFT or CTRL key.
To apply all the discounts in the schedule to the worksheet, click the first line (Discounts in this Schedule). -
Under Schedule Application, select whether to apply the schedule to the current item, the selected items, or all items.
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Click Apply.
Modify or remove a discount from a schedule
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From the Worksheet menu, choose Apply Schedule.
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In the Apply Schedule dialog, if you have an existing discount, select the discount folder and click Modify. This will display the Modify Discount dialog box if you need to make changes.
To remove a discount, select the discount folder and click Remove. A confirmation message will appear. Click Yes. -
If you want to apply the modified discount within the schedule to your worksheet, highlight the discount then click Apply.
Save discount schedules
If you want to use discount schedules in other worksheets you can save them in your project folder.
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In the Apply Schedule dialog, click Save and the Save As dialog box will show the Projects folder.
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Type the schedule name then click Save.
Note: If you do not save the schedule, 2020 Worksheet will prompt you to save it when you close the worksheet.
Apply saved discount schedules
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From the Worksheet menu, select Apply Schedule.
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Click Load to open the saved schedule.
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From the list of discounts in the schedule, select the ones you would like to apply. You can use the SHIFT or CTRL key.
To apply all the discounts in the schedule, click the first line (Discounts in this Schedule). -
Under Schedule Application, select whether to apply the schedule to the current item, the selected items, or all items.
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Click Apply.
Notes: If your discounts overlap, apply the more general discount first, then go back to Apply Schedule and select the more specific discount. If there are discounts you commonly use, create a discount schedule with all the standard product lines you use and name it Standard.dsc.
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