Discount Group Rule — entity reference

One dated discount percentage inside a DiscountGroup, aimed at an item, an item group or a SKU. Matching is confined to the discount group already on the document header, then per line to a rule whose item, SKU and item group are each either equal to the line's or left blank, inside an effective-date window compared against the header's DocumentDate; item-group membership is read from ItemGroupMember rows in an item group of type Discount. Candidates are ordered by item, then SKU, then DateEffectiveFrom descending, so an item-specific rule beats a group-wide one even when the group-wide one is newer. The winner writes its percentage into the line's ContractDiscount and its own identifier into DiscountGroupRuleId, which downstream documents carry forward when an order becomes an invoice.

Fields

Field	Label	Type	Required	What it does
`ClaimablePercentage`	Claimable Percentage	Number
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DateEffectiveFrom`	Date Effective From	Date	Yes	Compared against the parent document's DocumentDate, and used as the last tie-break behind item and SKU. When several documents are saved in one batch the candidate rules are pre-filtered against the earliest document date in that batch, so a rule that only becomes effective later can be missed for the later-dated documents of the same save.
`DateEffectiveTill`	Date Effective Till	Date		End of validity, tested against the document date. Empty leaves the rule open-ended.
`DiscountGroupId`	Discount Group	Lookup → DiscountGroup	Yes	Matching is confined to the group already stored on the document header, so a rule belonging to any other group is never even considered — an unexpected zero discount is usually a header pointing at the wrong group rather than a missing rule.
`DiscountPercent`	Discount Percent	Percent		Copied into the matched line's ContractDiscount. It is a percent-typed field held as a fraction — five percent is stored as 0.05 — and the API scales it by 100 on read and back on write, so services copying it between records never rescale it.
`ExternalId`	External	Text
`Id`	Id	Guid	Yes
`ItemGroupId`	Item Group	Lookup → ItemGroup		Matches when the line's item belongs to that group, using ItemGroupMember rows whose item group is of type Discount; groups of any other type are never seen by discount matching. An empty value matches every line.
`ItemId`	Item	Lookup → Item		Empty makes the rule apply to every item on the document. Item is the first ordering key, so an item-specific rule is preferred over a blank one even when the blank one starts later.
`ItemLotTypeId`	Item Lot Type	Lookup → ItemLotType		Unlike price-list rules, lot type does not narrow a discount rule at all.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PriceListId`	Price List	Lookup → PriceList
`RecordTypeId`	Record Type	Guid, hidden
`SKUId`	SKU	Lookup → SKU		Empty means the rule covers all SKUs of the item. It is the second ranking key after item, so a SKU-specific rule outranks a SKU-blank one.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete Selected	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.
`EditListHeader`	Edit	EditInline	EditListHeader
`EditListRow`	Edit	Edit	EditListRow
`New`	New	NewInline	New
`UIAction`	UI Action	UIAction	UI Action

Validations

Validation	Applies to	Error message	Notes
Date Effective Till Rule Validation	`DateEffectiveTill`, Error	Date Effective Till can not be Backdated	Date Effective can't be Backdated Validation.

Lookup filters

Filter	Lookup field	Notes
Active Items	`ItemId`
SKU For Item	`SKUId`

ItemLotType — looks up via ItemLotTypeId
ItemGroup — looks up via ItemGroupId
SKU — looks up via SKUId
UserAccount — looks up via ModifiedById
UserAccount — looks up via OwnerId
UserAccount — looks up via CreatedById
DiscountGroup — looks up via DiscountGroupId
Item — looks up via ItemId
PriceList — looks up via PriceListId
InvoiceLine — referenced by via DiscountGroupRuleId
OpportunityLine — referenced by via DiscountGroupRuleId
OrderLine — referenced by via DiscountGroupRuleId

Discount Group Rule — entity reference

Fields

Actions

Validations

Lookup filters

Related entities

Related topics