A named set of dated contract-discount rules, set up in the Sales or Procurement settings under Pricing & Tax. When a new document is first saved, xMatix stamps the best-matching group onto it: sales documents (order, invoice, quote, opportunity, delivery order, service order, sale-return credit note) consider only active Sale Price groups, and purchase orders and bills only active Purchase Price groups. Each scope field must be empty or fit the document, and a group with a branch ranks first, then one with a partner account, partner account group and customer account group. A matching group replaces any group already on the new document; with no match the document keeps what it had. There is no default fallback. Lines added afterwards take their contract discount from the group's rules; nothing re-applies discounts later, not even Reprice. Credit note lines never receive a contract discount.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | Confines the group to documents raised in one branch; empty means any branch. The picker lists the chosen partner account's branches. A group with a branch ranks first when several match. Hidden on single-location tenants. |
ClaimablePercentage | Claimable Percentage | Percent | | Stored but not read; nothing computes a claim from it. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
CustomerAccountGroupId | Customer Account Group | Lookup → AccountGroup | | Confines the group to documents whose customer is a member of this account group. Only account groups of type Discount are recognised, and members count whether or not they are marked active. Purchase orders and bills have no customer, so a Purchase Price group with this field set never matches. |
DiscountType | Discount Type | PickList | Yes | Which documents the group serves: Sale Price groups are stamped on sales documents, Purchase Price groups on purchase orders and bills. Required. Values: Sale Price, Purchase Price. |
Id | Id | Guid | Yes | |
IsActive | Active | Boolean | | Only active groups are chosen automatically for new documents. It is not checked when a line's discount is worked out, so a document that already carries an inactive group still discounts new lines from its rules. |
IsClaimable | Claimable | Boolean | | Stored but not read. It does not make a contract discount recoverable through trade claims, which decide claimability from the scheme. |
IsDefault | Default | Boolean | | Stored but not read. Discount groups have no fallback, so a document that matches no group gets no contract discount. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The group's name, shown on documents' Discount Group field. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountGroupId | Partner Account Group | Lookup → AccountGroup | | Confines the group to documents whose partner account is a member of this account group. Only account groups of type Discount are recognised, and members count whether or not they are marked active. |
PartnerAccountId | Partner Account | Lookup → Account | | Confines the group to documents of one selling or buying company; empty means any company. Only active partner accounts are offered. Hidden on single-company tenants. |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Delete in page. |
EditInList | Edit | Edit | Edit |
EditListHeader | Edit | EditInline | EditListHeader |
New | New | New | New |
UIAction | UI Action | UIAction | UI Action |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Partner Account Filter | PartnerAccountId | |
| Related Branch | BranchId | |
