Requirement Overview¶

Discount Amount Calculation Features¶

The customer is encountering a problem during the discount application process in the sales form, particularly with Tax Invoices. Users are unable to utilize both the inclusive VAT discount and exclusive VAT discount features. Implementing this feature will empower users to calculate discounts according to their preferences, based on the settings.

Database Changes¶

• Add the setting ‘VATEXCLUDINGRATE’
  • If ‘VATEXCLUDINGRATE’ is set 1
    • Amount based discount will be applied as it is in the application
  • If ‘VATEXCLUDINGRATE’ is set 0
    • Amount based discount will be calculated after dividing applied discount value by 1.13 as it is in the application

Functional Requirement¶

Requirement 1

• If ‘VATEXCLUDINGRATE’ is set 1 discount value =(entered value)
  • Flat Discount Only:* When a discount amount is entered in the flat discount field and no discount amount is entered in the individual discount percentage or amount field, the 'total disc' column will display the discount in the grid on a product-by-product basis
  • Individual discount Only :"If only an individual discount is provided, the sum of the product popup discount should be displayed in both the 'Total disc' and 'Ind. Disc' columns.
  • Both Case: If a discount amount is entered in the individual discount popup, either in percentage or amount, and flat discount is also applied, both discounts should be added together in the 'Total disc' column. Only the total amount of the discount applied in the individual product discount popup should be displayed in the 'Ind. Disc' column.
• If ‘VATEXCLUDINGRATE’ is set 0, discount value =(entered discount value /1.13) .

• Flat Discount Only: When a discount amount is entered in the flat discount field and no discount amount is entered in the individual discount percentage or amount field, the 'total disc' column will display the discount in the grid on a product-by-product basis
• Individual discount Only :"If only an individual discount is provided, the sum of the product popup discount should be displayed in both the 'Total disc' and 'Ind. Disc' columns.
• Both Case: If a discount amount is entered in the individual discount popup, either in percentage or amount, and flat discount is also applied, both discounts should be added together in the 'Total disc' column. Only the total amount of the discount applied in the individual product discount popup should be displayed in the 'Ind. Disc' column.

Requirement 2 : For Individual Discount
Incorporate the individual discount pop-up into the user interface, which will activate when the user inputs data in the 'ind disc' column. After applying a percentage or amount discount through the pop-up form, the user can close the pop-up by pressing 'apply', or alternatively, use the close button. Additionally, users should be able to edit the discount pop-up value by clicking on it or moving the cursor over it

• % Discount
  • Regular Methodology based on gross amount
• Amount Discount
  • It will be calculated based on the setting as mentioned above
• Sales Tax Invoice form
• Abb Sales Invoice form
• Credit Note
• Proforma Invoice
• Sales Order

Requirement 3 : Add the individual discount column as ‘Ind.Disc’ in UI of

• Sales Tax Invoice form
• Abb Sales Invoice form
• Credit Note
• Proforma Invoice
• Sales Order

Requirement 4 : In Abbreviate Tax Invoice will not be affected by the setting mentioned above

• Grid should show the discount amount as
  • Flat discount Amount = (Entered Value/1.13)
  • Individual Amount = (Entered Value/1.13)
    and if the user wants to change the entered discount value it should be calculated back to including vat.

https://www.figma.com/file/25Im3eeKzsd7ywXpyVE68I/Untitled?type=design&node-id=0%3A1&mode=design&t=64q2mybb1QrC8Ass-1

Application Flow¶

Definition of Done¶

1. The user should have the capability to apply discounts in both VAT-inclusive and VAT-exclusive settings.