FAQ: Discount Templates

Q: Can I apply more than one discount template to a single document?

A: No. Usystems allows one discount per document. If you need to combine multiple discounts, create a new template that reflects the combined rate, or contact your accountant to discuss alternatives.

Q: Can I change or delete a discount template after it has been used on a document?

A: You can edit a template, but the change will only affect new documents going forward. Documents that already used the old template keep the discount they received. This preserves historical accuracy.

If you delete (retire) a template, documents that used it are unaffected—they retain their original discount for audit purposes.

Q: Can I manually override a discount template on a document?

A: This depends on your system setup and permissions. Some configurations allow you to adjust a discount manually after applying a template; others lock the discount once applied. Ask your admin if you need a one-time adjustment.

Q: Are there any limits on the discount amount or percentage?

A: Check with your admin. Some organizations set minimum or maximum discount limits for policy or compliance reasons. There are no hard limits in the system itself, but your setup may impose them.

Q: What happens to historical documents if I retire a discount template?

A: Retiring a template does not affect any documents that already used it. The documents retain their discount, and the template remains in your system for reporting and audit purposes. You just cannot apply a retired template to new documents.

Q: Can I see which documents have used a particular discount template?

A: Some setups provide usage reports or history. Check the template details in Settings → Discount Templates to see if a usage view is available. If not, contact your admin.

Q: Can I create templates for different currencies or ref_products?

A: Discount templates are available in your default currency and are typically applied across your whole company or product line. If you operate multiple currencies or divisions, discuss custom templates with your admin.

Q: How are discounts recorded in my accounting records?

A: When you apply a discount, it reduces the document total and posts to a discount account in your chart of accounts (e.g., "Sales Discount" for invoices, "Purchase Discount" for bills). Your accountant can show you the exact accounts in your setup.