You can exclude specific matters from Volume Trade Discount validation (for example, AFAs or Fixed Fee matters).
This feature must first be enabled by your Customer Success Manager (CSM).
How to Exclude a Matter
Open the relevant Matter in Brightflag
Go to the Vendors tab
Toggle on Exclude from Vendor Trade Discounts
Once enabled:
That matter will no longer be included in VTD validation.
No VTD flag will be triggered for invoices on that matter.
Access
Role | Can Exclude Matters from VTD? |
Admin User | ✅ Yes |
Overview User | ✅ Yes |
Department Overview User | ✅ Yes |
Ordinary User | ✅ Yes |