Setup SAC Codes for a GP Customer

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A much misunderstood area of SPS for GP is the use of Sales Allowance Charges (SAC).  SAC codes, as they are referred to, are at their base Microsoft Dynamics Sales Order Trade Discounts.  These discounts can come in on 850(s)/Purchase Order and can go back out to the customer (trading partner) as well.  In prior versions of SPS for GP, these values and the use of them was difficult to manage and had quite a few limitations on them.  In build 380 and the new SPS for GP 2013 build the SAC setup has been modified to be more flexible and easier to use. 

The SAC codes access from the customer card by selecting the EDI or SPS for GP window and then selecting the SAC Codes button at the bottom of the window.  This field was previously called “Sales Logic” but has been renamed to be clearer about what it is for.  Before we address that window the major change was made to the Customer EDI window.  A new drop down field was added allowing you to indicate how you want SAC codes to work for this customer.  In the screen shot below you will see the new field pointed out with red arrows, called SAC Code Use.



This new field allows you, the SPS for GP user, to indicate how you want to treat SAC codes for this particular customer.  There are four (4) options in this drop down list:


  1. Allow All – This setting allows all SAC codes to come in from the customer and go back out on documents you send to the customer. The SAC Code list on the extra window will not be used at all and does not need to be filled out when this value is selected.
  2. Allow None – This setting allows you to specify that SAC codes will not be used in any way.  If this value is selected, then any SAC code that comes in on a Purchase Order will be ignored and outgoing documents will not contain any SAC values.
  3. List Valid – This setting allows you to determine if a sub-set of SAC values that can come in from your customer should be allowed to flow through the system as a Trade Discount and also returned on outgoing documents.  If this value is selected then you need to also enter in the 'valid' SAC codes on the SAC Codes window.
  4. List Invalid – This setting allows you to determine if a sub-set of SAC values that can come in from your customer should be dis-allowed as a Trade Discount.  If this value is selected then you need to also enter in the 'invalid' SAC codes on the SAC Codes window.
If this value is not set during an update/update it defaults blank (empty) which will keep the SAC code processing working as it does today, which is the same as "List Valid" option.
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Posted 4 years ago

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