Processing a Purchase Order or Change Order with a Discount

NOTE: CruzBuy Purchase Orders do not process with Discount Codes. If you need to add a Discount Code to an existing completed/approved CruzBuy PO, please follow the instructions found here Processing a Change Order FPACHAR.

If you wish to apply the same discount code to ALL commodities in your PO, enter the applicable discount code in the DISCOUNT field of the Vendor Information Block You can click on the Search icon or use [F9] List function to choose an applicable code.

The process below guides the Buyer through applying discount(s) to specific commodities.

Create a Purchase Order using the process described in Creating a Purchase Order FPAPURR, with the following specifications:

• Be sure the Purchase Order Vendor block DISCOUNT field is blank. Banner will only allow you to enter a discount in the commodity block if the DISCOUNT field is blank. To delete a default Discount Code from the Vendor Information block, <TAB> to the Discount field and key delete.
   
• In the Commodity Block, <TAB> Next Field to the DISCOUNT field and enter the appropriate amount.

Note: Sales tax is calculated after discounts are taken. Do not include sales tax in your calculations. They will be automatically calculated on the subtotal: the extended amount minus the discount.

• If there is more than one commodity, be sure to process each one, using the arrow keys to navigate between records.
   
• Accounting data is shown in the FOAPAL block of the same screen.
   
• If changes need to be made for balancing and completion, type [control page down] Next Block to adjust accounting information.
   
• Type [control page down] Next Block again to transfer to the Balancing/Completion page. Click on the Complete button if your Purchase Order or Change Order is complete and you want it to go to posting/approvals. Otherwise, click on the In Process button to save your changes. If any section of the PO or CO does not balance, you will need to go to the Commodity/Accounting Information block by typing [control page up] Previous Block or Right Click - Commodity/Accounting Information to go to the accounting block and make the adjustments.