Set Up Trade Agreement (Sibling Discount)

Trade agreements define the discount percentages applied to students based on their sibling order position. A sibling discount journal is created in Sales and Marketing with a separate line for each child position and the corresponding discount rate.

1. Create the trade agreement journal

   From the FNO dashboard, open Modules ▸ Sales and marketing, expand Prices and discounts, and click Trade agreement journals. Click New and in the Name column select Sibling discount (④). Change view to Lines (⑤).

   

2. Add discount lines

   Click New and complete the following columns:

   • Party code type — change to Group.
   • Account selection — select the sibling position (e.g., First child).
   • Product code type — change to Group.
   • Item relation — set to Sibling discount (⑥).

   In Details, set the policy start and end date (leave end date blank to run indefinitely) (⑦). Enter the discount amount in Discount percentage 1 (e.g., 10.00 for 10%) (⑧).

   Click New to add the next sibling position and repeat until all positions are configured (⑨).

   

3. Save and Post

   Click Save, then click Post (⑮) to activate the trade agreement policy.

4. Link items to the sibling discount group

   Navigate to Modules ▸ Product information management, expand Products, and click Released products. Open each tuition-related item (⑭). Expand the Sell section, scroll to Line discount group (⑯), and select the Sibling discount trade agreement. Click Save. Repeat for all tuition fee items.