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Restriction on Using Discount Codes as Default Nominal Codes in Contact Imports

Shannon Brady
  • Updated

 

Overview

To maintain data integrity and ensure compliance with business rules, BrightBooks now restricts the use of Discount Control Codes as Default Nominal Codes when importing contacts. This applies to all contact types: Customers, Suppliers, Prospects, Business Contacts, and Personal Contacts.

 

What’s Changing?

  • Default Nominal Code Dropdown: When importing contacts via Settings > Data > Imports > Contacts, the Default Nominal Code dropdown (Column AN in the import template) will no longer display any codes marked as Discount Codes.
  • Consistent Validation: The same rules that prevent posting to discount codes during direct transaction entry now apply to contact imports. Only nominal codes valid for posting purchase invoices/credit notes will be available for selection.
  • Business-Specific Filtering: Discount codes are identified based on your business’s configuration, ensuring only appropriate codes are excluded.
 

What Does This Mean for You?

  • You cannot select Discount Codes as the default nominal code for any imported contact.
  • If you attempt to save an import configuration with a discount code (e.g., via data manipulation), the system will reject the save and display an error: "Discount codes cannot be used as default nominal codes."
  • Existing contacts with discount codes as default nominal codes: If you try to create a transaction from such a contact, BrightBooks will validate the code at transaction time and prompt you to select a valid nominal code.
 

User Experience Enhancements

  • Visual Feedback: Discount codes will be filtered out of the dropdown, and help text may explain: "Discount codes are not available as default nominal codes."
 

Why Is This Important?

This change prevents accidental or invalid postings to discount codes, which are not allowed for purchase invoices or credit notes. It ensures your data remains accurate and consistent with BrightBooks’ business rules.

 

What Should You Do?

  • Review your contact import templates and settings to ensure you are not using discount codes as default nominal codes.
  • If you have existing contacts with discount codes set as default, update them to valid nominal codes.
  • If you encounter any issues or need assistance updating your records, please contact BrightBooks support.
 

If you have further questions or need help with your import settings, our support team is here to assist you!