Documentation/ Reading correction rules/ Converting a discount from euros to a percentage
Converting a discount from euros to a percentage
The supplier prints the discount in euros in the box meant for the percentage. The line is saved with an incorrect percentage and the totals do not add up.
Document › Products tab › Fix list data › Discounts in € instead of %
On this page
Symptoms in the documents
- Discounts of two or three figures in the percentage box.
- The lines added together do not match the document's net amount.
- The error repeats on every document from that supplier.
How the rule works
The rule discards the value in that box and works the percentage out from the line's amount, which is the reference figure: the difference between quantity times price and the real amount.
An example: 50 units at 14.106 come to 705.30 and the printed amount is 447.51. The difference between the two figures is the discount, and the percentage follows from it.
The rule only acts where there is a discount, that is, where the amount is lower than quantity times price. It has no configuration parameters.
How this rule is created
On the products tab, the Fix list data button opens a panel with two cases: Discounts in € instead of % — this one — and A column read wrong. Picking the first opens Dijit IA with that document already in the conversation. The rule affects your company only and is taken off by asking it.
Documents the rule applies to
The rule applies to the documents processed from the moment it exists, and it also corrects the document it was built from, there and then. The other documents already uploaded do not change: Dijit IA tells you to delete them and upload them again.
How to request a correction rule
Rules are created by talking to Dijit IA. Two things are needed:
- The reference of a document where the error shows, the number in the list's ID column. The rule is built from that document, which has to belong to your company and have its supplier identified.
- The wrong figure and the right one, stating the line and the field. A precise description saves the back and forth: "the quantity is saved as 0 on every line and should be taken from the units column" works; "it does not read it properly" does not.
Dijit IA creates the rule for your company and says in the conversation what it has done. A document belonging to another company on the account cannot be used to create one.
Afterwards, check the result on that supplier's next documents. A rule that cannot find the figure leaves the document unchanged, so the risk is not that it fails: it is that it gets something wrong.