Global Discounts invoice discounts centralised screen

empower finance – Refactor empower roles

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Overview

This enhancement introduces a centralized configuration screen for users to manage global and quantity-based invoice discounts for clients/customers and matter/project contracts. This streamlined approach improves the setup experience and facilitates data migration, making the process more efficient.

Path: Matter Management and Accounting > Setup > Prices

Key Features

Centralized Configuration

Users can now view and edit invoice discounts from the main menu, consolidating the management process into a single screen.

New Fields

Three new fields have been added to enhance the discount configuration:

Applies to:
- Description: This field offers two enum values: Client/Customer and Matter Contract.
- Functionality: Based on the selection, the relevant fields for client/customer or matter/project contract will be editable or non-editable.
Client/Customer:
- Description: This field presents a comprehensive list of all clients/customers.
- Functionality: Users can select from the list to apply discounts specifically to a client/customer.
Matter Contract:
- Description: This field displays a list of all matter contracts.
- Functionality: Users can select from the list to apply discounts to specific matter contracts.

Existing Validation

All existing validations in the discount rules form will remain unchanged, ensuring that any discounts created in client/customer and matter/project contract forms will be visible in the centralized discount forms. Additionally, centralized form rules will be accessible through client/customer or matter contract discount forms.

Benefits

Improved Setup Experience: The centralized screen simplifies the process of configuring invoice discounts, making it user-friendly.
Efficient Data Migration: Facilitates a smoother transition for users managing discounts across clients/customers and matter/project contracts.

Conclusion

This enhancement significantly improves the invoice discount management process by providing users with a streamlined, centralized interface. With the addition of new fields and maintained validation rules, users can easily configure discounts tailored to their clients/customers and matter/project contracts.