# Condition records

> Condition type × key → rate or amount — automatic determination of item discounts, freight and surcharges.

URL: https://erpdocs.corexlogic.com/en/satis/ekranlar/kondisyon-kayitlari

A condition record is a **rate or amount** for a **condition type**, bound to a specific **key** (customer, product,
category, sales channel…). When a document is created, the type's **access sequence** searches the records from
specific to general; the first matching record is applied:

- A record of the **item discount** type flows into the line's price proposal (a percentage or an amount per unit).
- A record of the **freight** and **surcharge** types flows into the document as a charge.

A record is a price; it is managed with the price list permissions.

- **Type:** Screen
- **Module:** Sales
- **Menu path:** Satış › Ana Veriler › Kondisyon Kayıtları (Sales › Master Data › Condition Records)
- **Screen route:** `/erp/sales/condition-records`
- **Required permission:** `erp-sales-price-lists.view (görme) · .create (yeni kayıt) · .edit (düzenleme)`

## Record list

![Condition Records list](https://erpdocs.corexlogic.com/en/en/img/screens/satis/kondisyon-kayitlari.png)
1. New Condition Record — needs a type with an access sequence
2. Condition type filter
3. Key — customer, product, category…
4. Rate or amount

Columns: **Tür** (Type), **Anahtar** (Key), **Kapsam** (Scope; the key's value: customer, product, category or "Her
belge" — Every document), **Oran / Tutar** (Rate / Amount), **Eşik** (Threshold; `< tutar` — while the item net is below
this amount), **Geçerlilik** (Validity; if empty, "Süresiz" — Unlimited), **Durum** (Status; Aktif — Active · Pasif —
Inactive). The row's action menu contains **Düzenle** (Edit). Filters: **Kondisyon türü** (Condition type; Tüm türler —
All types) and **Durum** (Status; Tümü — All · Aktif — Active · Pasif — Inactive).

> **Precondition: access sequence**
Records can be entered only for condition types that are not system types and **have an access sequence defined**. The
access sequence is defined in **Yönetim › Özelleştirme › Satış › Kondisyon Türleri** (Administration › Customizing ›
Sales › Condition Types). If no type has an access sequence, **Yeni Kondisyon Kaydı** (New Condition Record) is disabled
(tooltip: "Erişim sırası tanımlı kondisyon türü yok" — No condition type with an access sequence), and the empty list
shows "Henüz kondisyon kaydı yok — önce kondisyon türüne erişim sırası tanımlayın." (No condition records yet — first
define an access sequence for a condition type.) This is the case in the demo installation of the documentation
environment.

## New Condition Record dialog

The dialog's description: "Türün erişim sırası kaydı sırayla arar; ilk eşleşen uygulanır. Kalem iskontosu fiyat
önerisine, navlun ve ek ücret belgeye iner." (The type's access sequence searches the records in order; the first match
is applied. The item discount flows into the price proposal; freight and surcharges flow into the document.)

| Field | Description |
|---|---|
| **Kondisyon türü** (Condition type; required) | Only types with an access sequence. Cannot be changed when editing ("Kaydın türü değişmez — başka bir kayıttır." — A record's type does not change; that would be a different record.). |
| **Anahtar** (Key; required) | The keys in the type's access sequence, with their sequence numbers ("Numara erişim sırasındaki yeri — küçük numara önce aranır." — The number is its position in the access sequence; lower numbers are searched first.). |
| **Müşteri** · **Ürün** · **Kategori** · **Satış kanalı** · **Sevk yöntemi** · **Satış organizasyonu** (Customer · Product · Category · Sales channel · Shipping method · Sales organization) | Only the fields required by the selected key are shown. A category also covers the products in its subcategories. |
| **Yüzde** / **Birim başına tutar** / **Belge başına tutar** (Percentage / Amount per unit / Amount per document; required) | Depending on the type's calculation type: a percentage between 0 and 100; an amount greater than zero, with the amount per unit in the item's base unit. At most four decimal places. |
| **Para birimi** (Currency) | Required for an amount-based type. "Yalnız bu para birimindeki belgeye uygulanır — kur çevrimi yok." (Applied only to documents in this currency — no currency conversion.) |
| **Kalem neti eşiği** (Item net threshold) | Only for freight and surcharges. "Doluysa kalem neti bu tutarın ALTINDAYKEN uygulanır ("bu tutarın altına navlun")." (If filled, it is applied while the item net is BELOW this amount — "freight below this amount".) If empty, it applies at any amount. |
| **Geçerlilik** · **Geçerlilik bitişi** (Valid from · Valid to) | "Boş = sınır yok. Belgenin tarihine göre değerlendirilir." (Empty = no limit. Evaluated against the document date.) |
| **Durum** (Status) | Toggle: **Aktif** (Active) when on, **Pasif** (Inactive) when off. "Silme yok — pasif kayıt aranmaz." (No deletion — inactive records are not searched.) |

### Keys

| Key | Item discount | Freight / surcharge |
|---|---|---|
| Customer × Product | ✓ | — |
| Product | ✓ | — |
| Customer × Category | ✓ | — |
| Category | ✓ | — |
| Customer | ✓ | ✓ |
| Sales channel | ✓ | ✓ |
| Shipping method | — | ✓ |
| Sales organization | — | ✓ |
| No key (every document) | ✓ | ✓ |

The dialog's validations:

| Message | Meaning |
|---|---|
| "Kondisyon türü seçin." | Select a condition type. |
| "Anahtar kombinasyonu seçin." | Select a key combination. |
| "Müşteri seçin." | Select a customer. |
| "Oran/tutar sıfırdan büyük olmalı." | The rate/amount must be greater than zero. |
| "Yüzde 0 ile 100 arasında olmalı." | The percentage must be between 0 and 100. |
| "Tutarlı kayıt üç harfli para birimi ister." | An amount-based record requires a three-letter currency code. |
| "Eşik sıfırdan büyük olmalı." | The threshold must be greater than zero. |
| "Geçerlilik bitişi başlangıçtan önce olamaz." | The valid-to date cannot be earlier than the valid-from date. |

## Conditions on the sales order

On a line where an item discount record is applied, the discount tooltip reads "Önerilen iskonto" (Proposed discount)
("Grup iskontosu" — Group discount — if there is no record); the breakdown of an amount discount is shown in the price
tooltip.

## Related

- [Price lists](https://erpdocs.corexlogic.com/en/satis/ekranlar/fiyat-listeleri)
- [Campaigns](https://erpdocs.corexlogic.com/en/satis/ekranlar/kampanyalar)