This article provides a general troubleshooting process for when you apply your discount schedule, and the wrong discounts get applied to certain line items.
A discount schedule is a collection of individual discounts, that get applied in sequential order from top to bottom in the discount schedule. For the discounts to apply properly, it is important for each discount in the schedule to have appropriate criteria set, this enables the correct discounts get applied to the correct line items. The most common issue encountered is finding one or more discounts in the schedule that are missing criteria which, will result in some or all line items in the Worksheet receiving that particular discount.
Checking the discounts
If you apply a discount schedule and the wrong discounts are appearing on the line items, the first step is to review each discount in the schedule for the correct criteria.
In the Apply Schedule dialog, click the Print button.
This will open the schedule in Notepad and will let you quickly review all discounts contained in the schedule.
In the example below, the discount schedule contains 3 discounts. The first two discounts have criteria set to apply the respective discount to line items that contain a specific Generic code. Notice how the 3rd discount does not have any criteria set. With no set criteria, that discount will end up getting applied to all line items of the Worksheet, thus overwriting all discounts that came before it in the schedule.
Once you have identified the problem discount(s) in the schedule, you can return to the Apply Schedule dialog, and make the needed correction(s) to the appropriate discount(s). Then resave your discount schedule, re-apply the schedule and check again for the desired results.
If you require further assistance, please contact the Office Support Team.