Discount Privileges (Oracle Order Entry / Shipping--Production)


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Discount Privileges

The following table highlights the type of adjustment allowed based on the type of discount and discount privilege. In all cases, it is assumed that the Enforce List Price check box in the Order Types window is not checked.

Types of Discounts

Discounting Privilege Manual Non-Overridable Manual Overridable

Unlimited Select an available discount for the list of values. Type over the selling price and choose the appropriate discount OR select an available discount from the list of values.

Full Select an available discount for the list of values. Type over the selling price and choose the appropriate discount OR select an available discount from the list of values.

Non-Overridable Only Select an available discount for the list of values. Select an available discount from the list of values.

None You cannot navigate to the Selling Price field. You cannot navigate to the Selling Price field.

These cases assume that the Enforce List Prices check box is not checked.

Table 1 - 24. (Page 1 of 1)

The number of discounts you define and the discounting privilege you extend to your users depend on how you manage your discounting strategies. These examples identify the setup approach to manage a few different discount strategies.

	Types of Discounts
Discounting Privilege	Manual Non-Overridable	Manual Overridable
Unlimited	Select an available discount for the list of values.	Type over the selling price and choose the appropriate discount OR select an available discount from the list of values.
Full	Select an available discount for the list of values.	Type over the selling price and choose the appropriate discount OR select an available discount from the list of values.
Non-Overridable Only	Select an available discount for the list of values.	Select an available discount from the list of values.
None	You cannot navigate to the Selling Price field.	You cannot navigate to the Selling Price field.
These cases assume that the Enforce List Prices check box is not checked.
Table 1 - 24. (Page 1 of 1)

Example 1

Discounting is negotiated by your salespeople for each order. The Order Administrators apply whichever discount is indicated on the sales order document. You would:

Define at least one overridable discount for each price list.

Set the profile option OE: Discounting Privilege to Unlimited at either the Responsibility or Application level.

Example 2

All customer discounting is negotiated prior to the first sale. The negotiated discount is applied to every order for that customer for that quarter. At the beginning of each quarter the customer's purchases in the prior quarter are evaluated and the discount is modified to reflect the purchases. You would:

Define customer specific discounts on your price lists reflecting the current quarter discounting.

Set the profile option OE: Discounting Privilege to None, since all discounts are automatically applied.

Example 3

Some customers have negotiated discounts, while others are discounted on an order-by-order basis. Additionally, you have some order types that do not allow any discounting. You would:

Define customer-specific automatic discounts to reflect the negotiated discounts.

Define at least one overridable discount that can be used to adjust the selling price to reflect the negotiated order discount.

Set the profile option OE: Discounting Privilege to Full for all Administrators that are allowed to apply discounts to an order.

Set the Enforce Prices field to Yes on all order types that do not allow any price adjustments.

Viewing Applied Pricing Adjustments

You can view line price adjustments by choosing the Discounts button while in the Sales Orders window's lines block. If an applied discount is overridable and if you adjust the price to be lower or higher than Order Entry/Shipping calculated, the Line Discounts window displays the new adjustment percentage and amount. You cannot adjust the price to be higher than the default selling price unless you redefine the price list. To restore the price dictated by discount and price list definitions, use Price Line from the Special menu.

Discount Privileges

Example 1

Example 2

Example 3

Viewing Applied Pricing Adjustments

See Also