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Defining Aggregate Discount Sequence


Aggregate discount sequences are used to define the stacking logic for aggregate discounts. This logic can define:

  • The order in which aggregate discounts are applied.
  • Which aggregate discounts are mutually exclusive.
  • Which aggregate discounts can be "stacked," or applied in conjunction with one another.

You can use aggregate discounts within a quote or an order only if they are part of an aggregate discount sequence. Therefore, you must define an aggregate discount sequence even if you have only one aggregate discount. An aggregate discount can be a part of many aggregate discount sequences.

Aggregate discount sequences are linked with price list and discount matrix line items (like volume discounts and attribute adjustments). At run time, the pricing procedure picks the aggregate discount sequence to be used and evaluates the aggregate discounts to be applied.

The order in which aggregate discounts are applied within an aggregate discount sequence can affect the resulting price. For example, if aggregate discount (a) gives a discount of $100, and aggregate discount (b) gives you 10% off the price of the product, the resulting price would be lower if aggregate discount (b) is applied before aggregate discount (a).

To apply all the aggregate discounts in a sequence, you attach the sequence to either a price list or a product with component line items. A sequence includes all the aggregate discounts that apply to one price list or to one product with components in a price list.

To define the aggregate discount sequence

  1. Navigate to the Administration - Pricing screen > Aggregate Discount Sequences view.
  2. Add a record to the Aggregate Discount Sequence list and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Name

    Enter a name for the aggregate discount sequence.

    Effective From

    Enter the date when the aggregate discount sequence becomes effective.

    Effective To

    Enter the date when the aggregate discount sequence is no longer effective.

    Active

    Select this check box to activate the aggregate discount sequence.

  3. Click the Aggregate Discounts view tab.
  4. Add records to the Aggregate Discounts list for every aggregate discount that you want in this sequence and complete the necessary fields, described in the following table.
    Field
    Comments

    Sequence

    Enter the sequence in which this aggregate discount is applied.

    Name

    Select the aggregate discount.

    Next Discount if Used

    Select the next aggregate discount in the sequence to be used if this discount is applied.

    Next Discount if not Used

    Select the next aggregate discount in the sequence to be used if this discount is not applied.

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