Add discount filters

After you add discount types, you specify the discount filter(s). Discount filters determine how the discount is applied to invoices.

TMT Fleet Maintenance supports these discount filters:

Coupon
Discount
Special

Add coupon discount filters

Go to Menu > Setup > Order Setup > Discounts.
For versions earlier than V. 2020.2, go to Menu > Setup > Discounts.
The Discounts page opens.
Expand the needed discount.

The Details grid is displayed.
Click Add.
The Discount Filters - Inserting window opens.
In the Filter Type/Amounts section, select the discount filter type.

Note: For details about individual fields, see Discounts.
- Dollar
  - In the Dollar Amount field, enter the fixed dollar amount.
  - In the Applies To field, select one of the following:
    
    Parts: The percentage is applied to parts.
    
    Labor: The percentage is applied to labor.
    
    Services: The percentage is applied to services.
    
    Order: The percentage is applied to the entire invoice.
    
    If needed, toggle the Active option to NO.
    
    To save your changes, click OK.
    
    To close this window without saving your changes, click Cancel.
- Hourly
  - In the Hourly Amount field, enter the fixed dollar amount.
  - In the Applies To field, select one of the following:
    
    Parts: The percentage is applied to parts.
    
    Labor: The percentage is applied to labor.
    
    Services: The percentage is applied to services.
    
    Order: The percentage is applied to the entire invoice.
  - If needed, toggle the Active option to NO.
  - To save your changes, click OK.
    
    To close this window without saving your changes, click Cancel.
- Percent
  - In the Applies to field, select one of these:
    
    Parts: The percentage is applied to parts.
    
    Labor: The percentage is applied to labor.
    
    Services: The percentage is applied to services.
    
    Order: The percentage is applied to the entire invoice.
  - Enter values in the Percent fields as needed.
    
    This table shows example scenarios.
    
    Applies to Percent Parts Percent Labor Percent Service
    
    Parts
    
    XX
    
    0
    
    0
    
    Labor
    
    0
    
    XX
    
    0
    
    Service
    
    0
    
    0
    
    XX
    
    Order
    
    XX
    
    XX
    
    XX
    
    Note: You must enter a value in all the Percent fields.
  - If needed, toggle the Active option to NO.
  - To save your changes, click OK.
    
    To close this window without saving your changes, click Cancel.

Applies to	Percent Parts	Percent Labor	Percent Service
Parts	XX	0	0
Labor	0	XX	0
Service	0	0	XX
Order	XX	XX	XX

Add discount type discount filters

Go to Menu > Setup > Order Setup > Discounts.
For versions earlier than V. 2020.2, go to Menu > Setup > Discounts.
The Discounts page opens.
Expand the needed discount.
The Details grid is displayed.
Click Add.
The Discount Filters - Inserting window opens.
In the Filter Type/Amounts section, select the discount filter type.

Note: For details about individual fields, see Discounts.
- Dollar
  - Do one of the following:
    
    In the Job Code field, select a Job Code.
    
    In the ShipID field, enter the shop’s ID.
    
    In the Customer field, enter the customer’s ID.
    
    In the Dollar Amount field, enter the fixed dollar amount.
    
    In the Applies To field, select one of the following:
    
    Parts: The percentage is applied to parts.
    
    Labor: The percentage is applied to labor.
    
    Services: The percentage is applied to services.
    
    Order: The percentage is applied to the entire invoice.
    
    If needed, toggle the Active option to NO.
    
    To save your changes, click OK.
To close this window without saving your changes, click Cancel.
- Hourly
  1. Do one of the following:
    
    In the Job Code field, select a Job Code.
    
    In the ShipID field, enter the shop’s ID.
    
    In the Customer field, enter the customer’s ID.
  2. In the Hourly Amount field, enter the fixed dollar amount.
  3. In the Applies To field, select one of the following:
    
    Parts: The percentage is applied to parts.
    
    Labor: The percentage is applied to labor.
    
    Services: The percentage is applied to services.
    
    Order: The percentage is applied to the entire invoice.
  4. If needed, toggle the Active option to NO.
  5. To save your changes, click OK.
    
    To close this window without saving your changes, click Cancel.
- Percent
  1. Do one of the following:
    
    In the Job Code field, select a Job Code.
    
    In the ShipID field, enter the shop’s ID.
    
    In the Customer field, enter the customer’s ID.
  2. In the Applies to field, select one of these:
    
    Parts: The percentage is applied to parts.
    
    Labor: The percentage is applied to labor.
    
    Services: The percentage is applied to services.
    
    Order: The percentage is applied to the entire invoice.
  3. Enter values in the Percent fields as needed.
    
    This table shows example scenarios.
    
    Applies to Percent Parts Percent Labor Percent Service
    
    Parts
    
    XX
    
    0
    
    0
    
    Labor
    
    0
    
    XX
    
    0
    
    Service
    
    0
    
    0
    
    XX
    
    Order
    
    XX
    
    XX
    
    XX
    
    Note: You must enter a value in all the Percent fields.
  4. If needed, toggle the Active option to NO.
  5. To save your changes, click OK.

Applies to	Percent Parts	Percent Labor	Percent Service
Parts	XX	0	0
Labor	0	XX	0
Service	0	0	XX
Order	XX	XX	XX

To close this window without saving your changes, click Cancel.

Add special discount filters

Go to Menu > Setup > Order Setup > Discounts.
For versions earlier than V. 2020.2, go to Menu > Setup > Discounts.
The Discounts page opens.
Expand the needed discount.
The Details grid is displayed.
Click Add.
The Discount Filters - Inserting window opens.
In the Filter Type/Amounts section, select the discount filter type.

Note: For details about individual fields, see Discounts.
- Dollar
  1. In the Dollar Amount field, enter the fixed dollar amount.
  2. In the Applies To field, select one of the following:
    
    Parts: The percentage is applied to parts.
    
    Labor: The percentage is applied to labor.
    
    Services: The percentage is applied to services.
    
    Order: The percentage is applied to the entire invoice.
  3. If needed, toggle the Active option to NO.
  4. To save your changes, click OK.
    
    To close this window without saving your changes, click Cancel.
- Hourly
  1. In the Hourly Amount field, enter the fixed dollar amount.
  2. In the Applies To field, select one of the following:
    
    Parts: The percentage is applied to parts.
    
    Labor: The percentage is applied to labor.
    
    Services: The percentage is applied to services.
    
    Order: The percentage is applied to the entire invoice.
  3. If needed, toggle the Active option to NO.
  4. To save your changes, click OK.
    
    To close this window without saving your changes, click Cancel.
- Percent
  1. In the Applies to field, select one of these:
    
    Parts: The percentage is applied to parts.
    
    Labor: The percentage is applied to labor.
    
    Services: The percentage is applied to services.
    
    Order: The percentage is applied to the entire invoice.
  2. Enter values in the Percent fields as needed.
    
    This table shows example scenarios.
    
    Applies to Percent Parts Percent Labor Percent Service
    
    Parts
    
    XX
    
    0
    
    0
    
    Labor
    
    0
    
    XX
    
    0
    
    Service
    
    0
    
    0
    
    XX
    
    Order
    
    XX
    
    XX
    
    XX
    
    Note: You must enter a value in all the Percent fields.
  3. If needed, toggle the Active option to NO.
  4. To save your changes, click OK.
    
    To close this window without saving your changes, click Cancel.