Assigning Discounts
Once you have defined a discount, you can apply it as is to an order in the Sales Orders window, or you can specify different conditions under which the discount will apply. You can associate an order-level discount with a particular agreement name or type, customer class, customer, site use, order type, or purchase order. Line-level discounts can be associated with any of those as well as with a particular item category or item. You can also define a combination of these conditions. For example, you can determine that a line-level discount will apply only to lines that are associated with a particular bill-to location and that contain items in a particular category.
To restrict a discount by a specific customer class:
1. Enter general discount information in the Discounts window.
2. Choose the Customers button.
The Discount Customers window appears.
3. Select a Customer Class.
All customers and locations within the class you select will receive the discount.
4. Optionally, enter the effective dates.
To restrict a discount by a specific customer or site:
1. Enter general discount information in the Discounts window.
2. Choose the Customers button.
The Discount Customers window appears.
3. Select a Customer Name, Customer Number, or Site Use.
If you do not enter a customer name, you must enter a customer class or site use. If you do not enter a site use, the discount applies to all sites for the customer you enter in the Customer Name field.
If you enter a site and not a customer name, all orders for that site receive the discount. If you enter both a site and a customer name, an order must be for both that customer and that site in order to receive the discount. That is, any related customers using that site do not receive the discount.
If this is a GSA discount, specify the customer bill-to sites that use this discount.
4. Optionally, enter the effective dates for the customer or site discount.
To restrict a discount by a specific agreement, agreement type, order type, purchase order, or pricing attribute:
1. Enter general discount information in the Discounts window, omitting a discount amount and percentage, and choose the Discount Lines button.
The Discount Lines window appears.
2. In the Discount By field, select the pricing parameter that you want to apply to your discount.
You can use the Enable Parameters window to activate Pricing Attributes descriptive flexfield segments in the list of values. See: Enabling Parameters.
3. Select the name of the particular value for the pricing parameter you selected.
For example, if you entered Agreement Name in the Discount By field, enter the name of the particular agreement here.
4. Optionally, select the discount basis and value by which the discount is calculated.
Use Price Breaks check box: Select this check box to use price breaks for order line quantities instead of discounts. Do not enter a percentage, amount, or price discount. See: Assigning Price Breaks.
Percent: Enter a percentage value of the discount. Order Entry/Shipping calculates the currency amount of the discount and actual price of the item automatically. You can change only the discount percentage in the future, not the amount or selling price.
Amount: Enter a currency amount of the discount. Order Entry/Shipping calculates the percentage amount of the discount and the actual price automatically. You can change only the discount amount in the future, not the percentage or price.
Price: Enter the actual selling price to calculate the percentage amount and currency amount of the discount automatically. You can change only the discount price in the future, not the percentage or amount.
5. Optionally, define the effective dates for the discount.
To restrict a discount by a specific item or item category:
1. Enter general line-level discount information in the Discounts window, omitting a discount amount and percentage, and choose the Discount Lines button.
The Discount Lines window appears.
2. In the Discount By field, select Item or Item Category.
3. Select the name of the particular item or category for which you want the discount to apply.
If this is a category-based discount, the category name you select must be assigned to the predefined Inventory category set. See: Defining Category Sets.
4. Optionally, select the discount basis and value by which the discount is calculated.
Use Price Breaks check box: Select this check box to use price breaks for order line quantities instead of discounts. Do not enter a percentage, amount, or price discount. See: Assigning Price Breaks.
Percent: Enter a percentage value of the discount. Order Entry/Shipping calculates the currency amount of the discount and actual price of the item automatically. You can change only the discount percentage in the future, not the amount or selling price.
Amount: Enter a currency amount of the discount. Order Entry/Shipping calculates the percentage amount of the discount and the actual price automatically. You can change only the discount amount in the future, not the percentage or price.
Price: Enter the actual selling price to calculate the percentage amount and currency amount of the discount automatically. You can change only the discount price in the future, not the percentage or amount.
Note: If you enter a percent and this discount is based upon item category, the discount amount and final price values will not appear automatically. If you enter an amount and this discount is based upon item category, the discount percentage and final price values will not appear automatically. Also, you cannot apply a price break to an item category discount.
5. Check Fixed to define the discount as a fixed amount.
Fixed-price discounts are not affected by changes to the associated item list price. If you enter a value for Selling Price, the Fixed check box is toggled on by default. GSA discounts must be fixed-price discounts.
Note: This check box is available only when Item is defined in the Discount By field.
6. Optionally, define the effective dates for the discount.
Assigning Price Breaks
To define a price break for order line quantities:
1. Follow the steps for defining and assigning a discount.
2. Choose the Price Breaks button in the Discount Lines window.
The Price Breaks window appears.
3. Select a price break method:
Value: Select this option if the range for the price break quantity is based on the order line's selling price.
Quantity: Select this option if the range for the price break quantity is based on the ordered quantity.
4. Enter the unit of measure to use for a unit volume discount.
5. Define the starting and ending price break range.
Suggestion: If you want to define a price break discount for more than 50 units, where every quantity of 50 or more is discounted, enter 50 in the starting range and 99999 in the ending range.
6. Optionally, select the discount basis and value by which the discount is calculated.
Percent: Enter a percentage value of the discount. Order Entry/Shipping calculates the currency amount of the discount and actual price of the item automatically. You can change only the discount percentage in the future, not the amount or selling price.
Amount: Enter a currency amount of the discount. Order Entry/Shipping calculates the percentage amount of the discount and the actual price automatically. You can change only the discount amount in the future, not the percentage or price.
Price: Enter the actual selling price to calculate the percentage amount and currency amount of the discount automatically. You can change only the discount price in the future, not the percentage or amount.
7. Check Fixed to define the discount price as a fixed price.
Fixed-price discounts are not affected by changes to the associated item list price. If you enter a value for Selling Price, the Fixed check box is toggled on by default. GSA discounts must be fixed-price discounts.
See Also
Discounts
Price Adjustments
Discount Privileges
Defining Discounts
Applying Manual Discounts
