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There is a set max % off per invoice program type set at the global level.
Max % can also be set at the brand level program type, which will override global-level settings.
Categories:
Pro-Rate
Discount + Scholarship
The pro-rate % operates independently of the discount + scholarship %. For example, a program type could have a 5% pro-rate max as well as a 5% discount + scholarship max.
Any user - except for a Root an Admin role - will be prevented from exceeding the max % off adjustment per invoice program type when adding a discount, pro-rate or scholarship.
Ex: If a program is a [CLUB], their expected revenue is [$1M], and we have a limit of 2% for pro-rates, then transactions only allow up to $20,000 aggregated pro-rates.
A user must specify the line item that the discount, pro-rate or scholarship is allocated to before the adjustment is saved.
If a Root an Admin role overrides the violationlimit, they will still receive a warning that they are exceeding budget.
Reporting will track % of allotted adjustments used - discount, pro-rate or scholarship.
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