How to Exclude a Volume Trade Discount from a Vendor/ Matter

Please reach out to your dedicated Customer Success Manager if you wish to configure this setting. 

Enabling this setting allows you to selectively exclude certain matters and specific vendors within those matters from VTD calculations.

Once the setting has been enabled, you can customize it to your specific needs: 

1. Navigate to Menu > Matter Management > Search/ Add Matters.
2. Locate the Matter you wish to update and navigate to the Vendors tab. 
3. Choose the vendors you want to exclude from the VTD and activate the toggle to enable this setting.