Overview
Some sales workflows include helper screens for discounts, discount accounts, or printed item-number behavior. These controls support cleaner pricing and output handling.
Where To Find It
Path: Customers > Sales document helper actions
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
Users open the helper action from a sales document, review the current setting, apply the allowed change, and return to the transaction before saving or printing.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Selection | Identifies the record, option, or item being maintained. | Use it before entering or changing details. |
| Details | Stores the values that control how the feature works. | Use it when creating, updating, or reviewing setup information. |
| Save and review | Applies the change so QBM can use it in transactions or lookup screens. | Use it after confirming the values are correct. |
Recommended Workflow
- Open the customer document that requires a discount or printing adjustment.
- Open the relevant helper action from the document toolbar or menu.
- Review the current values and confirm the business reason for the change.
- Apply the change and return to the document.
- Review totals or print preview before final output.
Best Practice
- Use discount controls only according to company policy.
- Preview or review printed output after changing item-number behavior.
- Keep discount reasons and references clear.