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Talk:How to Set Up Discounts for Early Payment

Structure of this how to article changed according to [How To template] --Psanjuan 10:15, 28 June 2012 (UTC).

Overall feedback

--Psanjuan 11:03, 28 June 2012 (UTC)


This section must describe mainly the business process which is going to be executed by using Openbravo. Therefore I would not start this how to by saying "This how to is about.....", but explaining:

Also as you stated in the last sentence, we need to be very clear here because the only early discount type we allow is early discounts agreed and included in the invoice.

We also need to explain that "pure" early payment discounts do not agreed and included in the corresponding invoice are not supported by Openbravo. That would imply:

--Psanjuan 10:33, 28 June 2012 (UTC)

Recommended articles

Please fill in this section as per how to template - --Psanjuan 10:35, 28 June 2012 (UTC)

Execution steps

In order to be consistent with the template, please start this section as:
"In Openbravo, the company in this example will have to....." List the steps very briefly to be explained more in deep later on, including the reason why we do need those steps.

the key here is ; Let's take for instance a 10% Early Payment Discount as the customer has committed to pay the corresponding invoice on the following 5 days."

(that is the difference the customer has committed, we trust him/her, therefore that discount is included in the invoice as any other discount, we do not wait until the payment.

List them (steps) very briefly here mainly explaining the reason why we need those steps. --Psanjuan 10:50, 28 June 2012 (UTC)

Creation of a product

Explain why a product needs to be created, as this is not very intuitive, nor for people do not used to Openbravo, if you did it already it's fine.

Instead of saying: Products are defined in Master Data Management || Product, please state: "Products are created and maintained in the Product window". Just to be consistent with the User Guide and to get that the reader can get information about it. Having said that you should only explain relevant fields and information.

Here I would mention the fields:

--Psanjuan 11:06, 28 June 2012 (UTC)

Creation of a Product. Accounting tab:

I'd say that there are two fields to mandatory fill in:

Please do not use Financial Account but ledger account or account, to avoid misunderstandings. --Psanjuan 11:11, 28 June 2012 (UTC)

Creation of an Early Payment Discount
same feedback here, please be consistent with the user guide.--Psanjuan 11:14, 28 June 2012 (UTC)

Business Partners set up
same feedback here, please be consistent with the user guide.--Psanjuan 11:16, 28 June 2012 (UTC)

Discount tab is already explained in the user guide. Please refer to it and highlight only the relevant fields.

Sales Invoice creation

I've rephrased it a little bit as: "Once everything is setup, the next step is to create the sales invoice. Once done it is important to check that a discount has been automatically included in the Discount Tab after the invoice has been completed.
A new line is included on the Invoice Line Tab. That line is the discount Line which won’t appear on the Invoice Form."

The reason why is because we need to use a "formal" tone. Greg will also review this, just for you to know.

Is there any additional setup required? I've followed all the steps and discount line does not automatically appear.--Psanjuan 11:30, 28 June 2012 (UTC)

Please show and explain the accounting - --Psanjuan 11:34, 28 June 2012 (UTC)


Please add the content of this section. You can find an example here
--Psanjuan 11:34, 28 June 2012 (UTC)

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