Supplier discounts /visma-net-erp/help/supplier-ledger/supplier-discounts section 2026-02-19T17:09:06+01:00 # Supplier discounts Maintain supplier discounts - overview /visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview section You can effectively plan purchasing and take advantage of discounts 2026-02-19T17:09:06+01:00 # Maintain supplier discounts - overview You can effectively plan purchasing and take advantage of discounts offered by your suppliers by maintaining discounts in Visma Net. > [!NOTE] > This functionality is available only if the **Supplier discounts** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. About supplier discounts in Visma Net /visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/about-supplier-discounts-in-visma-net page 2026-02-19T17:09:06+01:00 # About supplier discounts in Visma Net To go back to the main process, click outside this pop-up window. || |---| |## [The principles of supplier discounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/the-principles-of-supplier-discounts/)| || |## Examples| |[Calculate document-level supplier discounts with tiers defined by amounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-document-level-supplier-discounts-with-tiers-defined-by-amounts/)| |[Calculate line-level customer discounts for tiers defined by amounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-line-level-customer-discounts-for-tiers-defined-by-amounts/)| |[Calculate prorated supplier discounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-prorated-supplier-discounts/)| || |## [About Supplier discount codes](/visma-net-erp/help/supplier-ledger/supplier-discounts/about-supplier-discount-codes/)| |## [About Supplier discounts and series for discounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/about-supplier-discounts-and-series-for-discounts/)| About Supplier discounts and series for discounts /visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/about-supplier-discounts-and-series-for-discounts page You use this window to define the series for the supplier discount codes that you have set up. 2026-02-19T17:09:06+01:00 # About Supplier discounts and series for discounts You use this window to define the series for the supplier discount codes that you have set up. ## Introduction + A **discount series** defines the method used by the system to calculate supplier discounts, depending on the line item's amount or quantity, or the document's total amount. + The discount series consists of a list of break points, where each break point indicates the range of line amounts, line quantities, or document amounts eligible for a specific discount amount or percentage. + Many suppliers offer discounts that depend on the quantities of items, on the inclusion of specific items, on the document total amounts, or on specific line amounts. ## The stages of defining supplier discounts In Visma Net, you create supplier discounts in the following two stages: 1. In the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window, define discount codes for all types of supplier discounts offered by your suppliers. A supplier discount code defines the following characteristics for a discount: + Whether it is unconditional + What types of conditions should be met when you apply it + Whether it is automatic or manual + At which level the discount is applicable (to documents, groups, or lines). For more information, see [The principles of supplier discounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/the-principles-of-supplier-discounts/). 1. In the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window, create a discount series for each supplier discount code. Each series should have an effective date and specify a discount type, such as promotional, updatable, simple, or tiered. Multiple series with the same discount can be active simultaneously, provided they apply to non-overlapping conditions. For example, a line-level discount is a conditional discount for items. You can set up series with the same start date but applying to different items. ## About the different discount series Each discount code can have multiple discount series associated with it. Assign a unique identifier to each series. When automatic numbering is enabled for a discount code, the system will automatically generate a series ID for each new series created under that code. By default, the discount code serves as a prefix for the series IDs. You can also choose a different string as a prefix for automatic numbering. For every discount series, provide the following details: + How the discount is tiered: **by amount** (for discount codes of all types) or **by quantity** (only for the line and group discount code types). + How the discount is expressed: as a percentage or as an amount. + Whether the discount is a promotional discount and has an expiration date. + Which conditions apply. The types of conditions are defined by the discount code. For example, if you have decided that the discount code should apply discounts to specific items, you can see the **Items** tab in the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window. On this tab, you can create a list of items to which each series is applicable. Each discount series has an effective (start) date and will apply only on and after this date. ## Simple and tiered discounts In a series, you can apply a simple discount to any amount or quantity, or use a tiered discount based on item quantities or amounts. To set up tiers for a discount, define break points that establish ranges of amounts or quantities with different applicable discount percentages or amounts. This section provides examples of supplier discount series. For more information on discount amount calculations, see [Calculate document-level discounts with tiers defined by amounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-document-level-supplier-discounts-with-tiers-defined-by-amounts/) and [Calculate line-level discounts for tiers defined by amounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-line-level-customer-discounts-for-tiers-defined-by-amounts/). ## Discounts that can be updated and promotional discounts A discount series includes either an adjustable discount or a promotional discount. Promotional discounts are temporary price reductions with specified start and end dates. Once the end date passes, the promotional discount is no longer valid. To create a promotional series, select the **Promotional** check box in the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window. When you **do not** select the **Promotional** check box, it means that series can be updated. They only have the start (effective) date. However, for each series that can be updated, you can have multiple versions: + The active version — the discount that is currently in effect. + The pending version — the discount that will be in effect starting on the pending date. + The last version — the discount that was in effect before the current discount. When updating supplier discounts for a series, you cannot create all versions simultaneously. Instead, input new break amounts (or quantities) as pending amounts (or quantities) and set a pending date as the new effective date. Once the new start date arrives, you can update the current series with these pending values. After updating the series in the **Update discounts** pop-up window found in the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window, the previously active series version becomes the last version, and the pending version takes its place as the active one.

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Tasks

Windows

 About types of supplier discounts /visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/about-types-of-supplier-discounts page In Visma Net, you can input and regularly update supplier discounts based on the information provided by each supplier. 2026-02-19T17:09:06+01:00 # About types of supplier discounts In Visma Net, you can input and regularly update supplier discounts based on the information provided by each supplier. ## Introduction Having this information allows you to strategically plan your orders. For example, you can order larger quantities less frequently if the supplier offers tiered discounts, place orders earlier to take advantage of promotional discounts, or include specific items in your orders to receive a substantial group discount. ## Prerequisites Make sure the **Supplier discounts** functionality is included in your license and enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. The system automatically applies supplier discounts to each purchase invoice when the document is saved. If the Inventory module is enabled in your system, the system applies discounts to purchase orders. ## Types of discounts In Visma Net , there are the following general types of supplier discounts:
Option Description
Line A discount applied to a single document line. This discount can be based on the line amount or quantity and may be expressed as a percentage or a fixed amount. These discounts can be unconditional or apply to specific items, supplier locations, combinations of items and locations, or particular item price classes. Be cautious when using conditions based on item price classes, as suppliers may have different price classes.
Group A discount applicable to multiple lines within the same document. This discount can be unconditional or apply to specific items, supplier locations, item price classes, or a combination of items and locations. Group discounts are applied when the document properties meet the application conditions.
Document A discount that unconditionally applies to the document total.
In the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window, you can specify whether for each discount code the discount is unconditional or is based on specific conditions. For conditional discounts, you can select the type of conditions affecting the application of the discount. Then, when you create discount series in the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window, you can specify particular conditions of the selected type. ## Application of line discounts ## Automatic and manual discounts + The discounts with the **Manual** check box selected in the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window will not be applied automatically or selected as the best-available when a user saves the document. + While automatic discounts of all levels are applied when the document is being saved, you can apply a manual discount to a particular document by using the appropriate window, [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) or [Purchase orders (PO301000)](/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/). + You can apply line-level discounts on the **Document details** tab of the appropriate window once you select the **Manual discount** check box for a particular line and select the discount code of one of the applicable manual discounts. + You can apply manual group discounts and document discounts on the **Discount details** tab. ## Discount series Particular details and particular conditions of application for each discount code are defined by discount series, which you can create by using the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window. For each supplier discount code, you can decide whether to use automatic numbering for the series associated with this discount code to be used as a prefix for automatic numbering.

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Concepts

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Windows

 About the order of supplier discount application /visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/about-the-order-of-supplier-discount-application page When a document is saved, supplier discounts of all levels are applied to the document automatically except for the discounts marked as manual (those for which the Manual discount check box is selected in the Supplier discount codes (AP204000) window). 2026-02-19T17:09:06+01:00 # About the order of supplier discount application When a document is saved, supplier discounts of all levels are applied to the document automatically except for the discounts marked as manual (those for which the Manual discount check box is selected in the Supplier discount codes (AP204000) window). For more information: [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/). ## Introduction When a document is saved, supplier discounts of all levels are applied to the document automatically except for the discounts marked as manual (those for which the **Manual discount** check box is selected in the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window). This topic provides the details on the order of discount application. ## Order of application for automatic discounts For the automatic discounts, you do not have to specify the order of their application in any way and discounts are always applied in the following order: + Discounts of the **Line** type: When applying discounts to a sales order or invoice, the system checks the discounts for all document lines, and for each line it picks the best discount applicable. + Discounts of the **Group** type: The system checks applicable group discounts and applies all of them. + Discounts of the **Document** type: There can be only one best **Document** discount; that is why **Group** discounts (that apply to multiple lines of the document) are often used as **Document** discounts. The following options (available in the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window) affect the order of discount application and the calculation of the discounts: Exclude from discountable amount : By using this option (available for the **Line** discounts), you can exclude the discountable amount of the **Line** discount from the discountable amount for higher-level discounts (group and document). For example: By using this option, you can exclude items with a special 75% clearance discount defined at the line level from the basis for the usual 5% document discount the supplier offers on orders exceeding 2000€. Skip document discount : This option is available for the **Group** discounts. If you design a **Group** discount to be applicable to multiple lines and significantly reduce the document total, select this option to not apply a **Document** discount. ## Interaction between supplier discounts and supplier prices If a particular supplier company informs you about their prices intended for all their customers and their discounts, you can maintain the supplier's prices along with supplier discounts, and you will calculate supplier discounts based on discountable amounts calculated from the prices. If you maintain the prices offered by the supplier specifically to your company, maintain supplier prices by using the [Supplier prices (AP202000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-prices-ap202000/) and the [Supplier inventory (PO201000)](/visma-net-erp/help/purchases/purchases-windows/supplier-inventory-po201000/) windows and do not configure supplier discounts. If the **Volume pricing** functionality is enabled in your system, the supplier prices available in the [Supplier inventory (PO201000)](/visma-net-erp/help/purchases/purchases-windows/supplier-inventory-po201000/) window will be automatically updated once the supplier prices specified for the "zero" tier (with 0 quantity) have been changed through the [Supplier prices (AP202000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-prices-ap202000/) window. ## Application of auxiliary manual discounts Manual discounts (discounts with the **Manual** check box selected in the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window) are applied when all automatic discounts have been applied. You can specify the manual discount for particular document lines by using the **Document details** tab of the appropriate data entry windows: + [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) + [Purchase orders (PO301000)](/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/) To apply a manual discount, you can enter either the discount percent or the discount amount, and the system will recalculate other related values automatically. ## Automatic and manual discounts The manual discounts are not applied automatically or selected as the best-available on saving the document. You apply such discounts manually to documents in the document entry windows (either the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) or the [Purchase orders (PO301000)](/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/) window), while automatic discounts of all levels are applied when the document is being saved.In a document, you can apply the manual **Line** discount by selecting the discount code in the **Discount code** column of a particular line on the **Document details** tab. After the code has been selected and the discount has been applied, other discounts are recalculated.To apply the manual **Group** or **Document** discounts, select each manual discount by its code on the **Document details** tab of the appropriate document entry window. If the discount matches by conditions, it is applied. If when adding manual discounts, you change the line quantities, manual discounts are recalculated; they will not be replaced by automatic discounts even if the latter result in greater discount amount. ## Ability to view discount details You can view the details of all the discounts, automatic or manual that were applied to the document (purchase order or invoice) on the **Discount details** tab of the respective data entry windows (listed in the section above). ## Possibility to refresh discounts and prices for existing documents For documents that were **On hold** for some time, you can update the discounts for the document if you know that the prices or discounts were updated or new discounts have been defined in the system. To update the prices and discounts, use the **Recalculate prices and discounts** action in the window toolbars of the respective windows. You also can choose whether to replace manual discounts by automatic discounts to check whether this change results currently in a larger total discount. If you are not satisfied with the result, you can apply the manual discounts. The principles of supplier discounts /visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/the-principles-of-supplier-discounts page In Visma Net, you can maintain supplier discounts so that you can effectively plan purchasing and take advantage of discounts offered by your suppliers. 2026-02-19T17:09:06+01:00 # The principles of supplier discounts In Visma Net, you can maintain supplier discounts so that you can effectively plan purchasing and take advantage of discounts offered by your suppliers. ## Overview of discounts ### Types of supplier discounts Enter and regularly update supplier discounts using the information provided by each supplier to better plan your orders. For instance, order larger quantities less often if the supplier offers tiered discounts, place orders earlier to take advantage of promotional discounts, or include specific items in your orders to receive substantial group discounts, rather than placing separate orders for those items. ## Prerequisites Ensure that your license includes the **Supplier discounts** functionality and that it is activated (refer to [Enable or disable supplier discounts](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-or-disable-supplier-discounts/) ). Configure supplier discounts in the **Supplier ledger** workspace. The system will automatically apply the relevant discounts to each purchase order and invoice upon saving. If your company uses the Inventory module, the system applies discounts to purchase orders. ## Stages of configuring supplier discounts 1. For each supplier, define supplier discount codes in the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window. Here, you can specify the discount types and their conditions. To minimise errors on purchase orders and invoices, create and use discount codes that closely resemble the ones used by the supplier. 1. In the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window, you create discount series for each discount code. ## Types of discounts on the line, group, or document level There are three general types of supplier discounts in Visma Net:
Discount Description
Line-level discounts Line-level discounts apply to individual document lines: These discounts can be calculated based on the line amount or quantity, and can be expressed as percentages or fixed amounts. They can be unconditional, or apply to specific items, certain supplier locations, both particular items and locations, or specific item price classes. Keep in mind that suppliers may use different price classes when setting conditions based on item price classes.
Group-level discounts Group-level discounts are applicable to multiple lines within the same order. These discounts can be unconditional or conditional, based on specific items, supplier locations, a combination of items and locations, or particular item price classes. Group-level discounts are applied when the document properties meet the specified conditions.
Document-level discounts Document-level discounts are applied to the entire document without any restrictions.
In the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window, you can define each discount code as either unconditional or conditional. For conditional discounts, you can choose the conditions that determine how the discount is applied. Then, when you create discount series in the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window, you can specify particular conditions of the selected type. ## Application methods for line discounts Choose whether to apply line discounts to item prices or item extended prices based on each supplier's preferences. To apply line discounts to item extended prices, refer to [Define supplier discount codes](/visma-net-erp/help/supplier-ledger/supplier-discounts/about-supplier-discount-codes/define-supplier-discount-codes/). When creating discount tiers, set the **break amounts** for either line amounts or prices. For examples, see [Calculate line-level discounts for tiers defined by amounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-line-level-customer-discounts-for-tiers-defined-by-amounts/). ## Automatic and manual discounts When creating discount codes in the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) windowa and you select the **Manual** check box, the system will not automatically apply the manual discount or choose it as the best available option upon saving the document. Although automatic discounts of all levels are applied when saving the document, you can apply a manual discount to a specific document in the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) or [Purchase orders (PO301000)](/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/) windows. On the **Document details** tab within any of these windows, you have the option to apply line-level discounts. To do this, simply select the **Manual discount** check box for a specific line and choose the discount code. Additionally, on the **Discount details** tab, you can apply manual group and document-level discounts. ## Discount series Discount series specify the application details and conditions for each discount code. You can create these series in the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window. For more information about discount series, see [Series for supplier discounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/about-supplier-discounts-and-series-for-discounts/). Calculate document-level supplier discounts with tiers defined by amounts /visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-document-level-supplier-discounts-with-tiers-defined-by-amounts page In Visma Net, the algorithms used to calculate supplier discounts let you receive the best discount amount on your orders (or purchase invoices, if you do not use the Inventory module), according to the information your system contains about supplier discounts. 2026-02-19T17:09:06+01:00 # Calculate document-level supplier discounts with tiers defined by amounts In Visma Net, the algorithms used to calculate supplier discounts let you receive the best discount amount on your orders (or purchase invoices, if you do not use the Inventory module), according to the information your system contains about supplier discounts. You enter discount series based on information you get from specific suppliers. When you enter a discount series for a particular supplier discount code, you can specify the same discount for all amounts (quantities), or you can create tiers by specifying break points, and the particular discounts for these tiers. For more information, see [The principles of supplier discounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/the-principles-of-supplier-discounts/), [About supplier discount codes](/visma-net-erp/help/supplier-ledger/supplier-discounts/about-supplier-discount-codes/), and [Series for supplier discounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/about-supplier-discounts-and-series-for-discounts/). The system calculates discounts as if the quantities of items are specified in their base units. Make sure that you convert discount break quantities and quantities of free items correctly for each supplier, if the supplier uses units of measure for these items that differ from the base UoMs in your system. ## Calculation principles **Supplier document-level** discounts are unconditional. You create tiers for them only by break points defined as amounts, while the discount can be defined as a percentage of the document amount or as a fixed amount. When the system processes a purchase order or a purchase invoice, for each discount series, it compares the discountable amount to the break points in the discount series, like this: 1. The document amount is compared to the first break point. If the amount is less than the first break point in the series, the discount equals zero, and the system does no further comparison. 1. The document amount is compared to the next break point. If the amount is greater than or equal to any break point but less than the next break point or greater than the last break point, the system calculates the discount as follows: + If the discount is a fixed amount, the system deducts the fixed amount specified as the discount for this tier from the document amount. + If the discount is a percentage, the system calculates and deducts the percent (specified for this tier) of the document amount from the document amount. + The system does not perform any further comparison. 1. The system continues to compare, and repeats step 2 until it finds a discount or has checked the last break point. ### Example 1 If a series for a document-level discount has tiers defined by amounts with the discounts expressed as percentages, the system subtracts the discount amount corresponding to the appropriate tier from the document total. Suppose that you have specified a series with the following breakpoints: + 1000€: 5% + 2000€: 7% + 5000€: 10% For a document with 900€ total, the discount is zero, while for a document with 2500€, it is 175€, and for a document with total of 9000€, the discount is 900€ ### Example 2 Next, suppose that a series for a document-level discount has tiers defined by amounts, with the discounts expressed as fixed amounts that the system subtracts from the total amount. Furthermore, suppose that you have specified the series with the following break points: + 1000€: 100€ + 2000€: 225€ + 3000€: 350€ For purchase orders with amounts less than 1000€, your company will receive a discount of zero. The discount for an order with a total between 1000€ and 1999.99€ is 100€, the discount on an order between 2000€ and 2999.99€ is 225€, and the discount for an order of 3000€ or more is 350€. ## What is next? [Calculate line-level discounts for tiers defined by amounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-line-level-customer-discounts-for-tiers-defined-by-amounts/) Calculate line-level customer discounts for tiers defined by amounts /visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-line-level-customer-discounts-for-tiers-defined-by-amounts page You can define tiers for a line-level discount by amounts or by quantities. 2026-02-19T17:09:06+01:00 # Calculate line-level customer discounts for tiers defined by amounts You can define tiers for a line-level discount by amounts or by quantities. ## Introduction The calculation method for line-level discounts depends on whether you want to apply the discount to item costs or to item extended costs. See [Apply discounts to Extended cost or Unit cost](/visma-net-erp/help/supplier-ledger/supplier-discounts/about-supplier-discount-codes/apply-discounts-to-extended-cost-or-unit-cost/). ## Apply line discount to extended cost If you want to apply the discounts to the extended cost for a particular supplier, and the tiers are defined by amounts, the line amount is compared to the first break amount. If the amount is less than the first break amount in the series, the discount equals zero, and the system does no further comparison. Otherwise, the system calculates discounts like this: 1. The line amount (that is, the extended cost of the item) is compared to the first break point. If the amount is less than the first break point in the series, the discount equals zero, and the system does no further comparison. 1. The line amount is compared to the next break point. If the amount is greater than or equal to this break point but less than the next break point or greater than the last break point, the system calculates the discount as follows: + If the discount is a fixed amount, the fixed amount for this tier is deducted from the line amount. + If the discount is a percentage, the percent (specified for this tier) of the line amount is calculated and deducted from the line amount. + The system does no further comparison. 1. The system continues to compare; it repeats step 2 until it has calculated all discount or checked the last break point. ### Example Your company buys an item for 95€. If a series for a line-level discount has tiers defined by amounts with the discounts expressed as percentages, the system subtracts the discount amount calculated as a percent (defined for the appropriate tier) of the extended cost of the item, from the extended price. Let us say that the series is specified with the following break points: + 1000€: 5% + 2000€: 10% + 5000€: 20% For a line with 10 items (the extended cost is 950€), the discount is zero. For a line with 20 items, the discount is 190€. And for a line with a total of 60 items (the extended cost is 5700€), the discount is 1140€. ## Apply line discount to item cost If you, for a specific supplier, want to apply the discounts to item costs, check that the break points defined as amounts can be compared to costs (not to extended costs). The system compares the cost of the line item to the first break point. If the amount is less than the first break point in the series, the discount is zero, and the system does no further comparison. Otherwise, the system calculates discounts like this: 1. The line item's cost is compared to the first break point. If the item cost is less than the first break point in the series, the discount equals zero, and the system does no further comparison. 1. The item cost is compared to the next break point. If the cost is greater than or equal to this break point but less than the next break point or greater than the last break point, the system calculates the discount as follows: + If the discount is a fixed amount, the fixed amount for this tier is deducted from the item cost, and the system recalculates the extended cost. + If the discount is a percentage, the system calculates and deducts the percent (specified for this tier) of the item cost from the item cost. + The system does no further comparison. 1. The system continues to compare; it repeats step 2 until it finds a discount or has checked the last break point. If, for a specific supplier, the discounts should be applied to item costs and a series is broken down by the quantity of the item, the line quantity of the item is compared to the quantities selected as break points, and the system calculates the discount like this: + If the discount is defined as a percentage, the specified percent is deducted from the item cost and then the discounted price is multiplied by the line quantity. + If the discount is defined as a fixed amount, the specified fixed amount is deducted from the item cost and then the discounted price is multiplied by the line quantity. ### Example Your company buys different items that cost 95€, 210€, and 600€. If a series for a line-level discount has tiers defined by the amounts with the discounts expressed as percentages, the discount amount is calculated as the percent (defined for the appropriate tier) of the item price and the system subtracts it from the cost. Suppose that you have specified the series with the following break points: + 1000€: 5% + 2000€: 10% + 5000€: 20% For a line with 10 units of the item priced at 95€, the discount will be zero. For a line with 20 units of the item priced at 210€, the discount will be 2.10€ per unit with the discount for the line at 42€. And for a line with 600€ item, the discount will be 120€ per unit. If you need information on discount calculation for prorated discounts, see [Calculate prorated discounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-prorated-supplier-discounts/). Calculate prorated supplier discounts /visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/calculate-prorated-supplier-discounts page This example concerns a prorated group-level discount defined for quantity tiers. 2026-02-19T17:09:06+01:00 # Calculate prorated supplier discounts This example concerns a prorated group-level discount defined for quantity tiers. ## Introduction It is possible to prorate discount series if you select the **Prorate discounts** check box in the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window. For prorated discount series, the discount amount (or the quantity of items) is calculated so that your company does not need to split a purchase order to get a greater discount amount or a larger quantity of items. The **Prorate discounts** option is applicable to discount series with discountable quantities as well as with discountable amounts. ### Example The series defines the discount with the following tiers: + 10 units: 1 unit of the item + 20 units: 2 units of the item + 40 units: 3 units of the item To determine the discount for a discountable quantity larger than one break point but less than the next break point, the system treats the discountable quantity as a combination of break point quantities, using the largest possible break point quantities. It then calculates the discount according to the breakpoints used. With prorated discounts, a purchase order for 50 units would yield 4 units of the item, computed as 3 (for 40 units) plus 1 (for 10 units). For an order of 70 units, the discount is calculated as 6 units of the item: 3 as the discount for 40 units, plus 2 as the discount for 20 units, plus 1 as the discount for 10 units. Supplier discount series /visma-net-erp/help/supplier-ledger/supplier-discounts/supplier-discount-series section 2026-02-19T17:09:06+01:00 # Supplier discount series Create discount series (AP205000) /visma-net-erp/help/supplier-ledger/supplier-discounts/supplier-discount-series/create-discount-series-ap205000 section 2026-02-19T17:09:06+01:00 # Create discount series (AP205000) ## Before you start The [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window is only available if you have selected the **Customer and supplier discounts** check box in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. See: [Enable or disable supplier discounts](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-or-disable-supplier-discounts/). You also need to [define supplier discount codes](/visma-net-erp/help/supplier-ledger/supplier-discounts/about-supplier-discount-codes/define-supplier-discount-codes/) before you start. 1. Go to the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window. 1. In the **Supplier** field, select the supplier you want to set up discount series for. 1. In the **Discount code** field, select the discount code you want to use. 1. In the **Series** field, the default value is NEW. This field is for the ID of the series associated with the supplier discount code. If you've enabled automatic numbering for the discount in the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window, the system will generate an ID. Otherwise, you need to create and input the first number of the number series manually. 1. Optional: Select the **Active** check box if the series is active. You should not have overlapping time intervals for the same discounts or, if you have, they should apply to different entities. 1. Optional: Select the **Promotional** check box if the series is the supplier's promotional discount. For promotional discount series, you must specify the effective date and the expiration date (the field **Effective date** is displayed if you select **Promotional** ). 1. In the **Description** field, you see the description for the discount code if it was given. You can change this description here. 1. In the **Discount by** field, select the way the discount should be specified for this discount series. Select one of the following options: + **Percent**: The supplier discount is specified by a percentage. + **Amount**: The supplier discount is specified by a fixed amount. + **Free item**: The supplier discount is defined by a specific quantity of certain free items added to an order. You can only use this option for group-level discounts. 1. In the **Break by** field, decide how you want the system to set the break points: + **Quantity**: The range is set by specified quantities. + **Amount**: The range is set by specified amounts. 1. Optional: Select the **Prorate discount** check box if you want the discount to be prorated. > ## More information > > When using **prorated discounts**, the discount amount or the number of free items is calculated by dividing the order into multiple smaller orders, ensuring you receive the maximum possible discount. > > To calculate the discount amount or the number of free items for a quantity that falls between two break points, the system considers the quantity as a combination of the largest possible break point quantities. > > It then calculates the discount amount (or the number of free items) according to the break points used. 1. Based on your selections in steps 7 and 8, as well as any checked boxes in this window, various tabs will appear. You may need to provide additional information within these tabs. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png).

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Windows

 About Supplier discount codes /visma-net-erp/help/supplier-ledger/supplier-discounts/about-supplier-discount-codes section You use the Supplier discount codes (AP204000) window to add, edit, view, and delete the supplier discount codes defined in your company. 2026-02-19T17:09:06+01:00 # About Supplier discount codes You use the Supplier discount codes (AP204000) window to add, edit, view, and delete the supplier discount codes defined in your company. For more information: [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/). ## Introduction You use the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window to add, edit, view, and delete the supplier discount codes defined in your company. To complete the configuration of supplier discounts, you specify discount series for each discount code in the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window. See: [The principles of supplier discounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/the-principles-of-supplier-discounts/). ## The order in which Visma Net applies supplier discounts When you save a document, supplier discounts of all levels are applied to the document automatically, except for the discounts marked as manual. ## Automatic discount application order Automatic discounts are applied in the following order, without needing to specify: Line-level : Applied to each line of the document. The system selects the best applicable discount for each line when processing purchase orders or invoices. Group-level : Applied to multiple lines of the document. The system identifies and applies all applicable group discounts. Document-level : Applied to the document's total amount. Only one best document-level discount is applied, which is why group-level discounts are often used as document-level discounts. Several options affect the discount application order and calculation: Exclude from discountable amount : This option, available for line-level discounts, allows you to exclude the line-level discount amount from higher-level discounts (group and document). For example, you can exclude items with a 75% clearance discount from the basis for a 5% document discount on orders over 2000€. Skip document discount : This option, available for group-level discounts, prevents the application of a document-level discount when a group-level discount significantly reduces the document total. ## Understanding the interaction between supplier discounts and prices When a supplier provides prices for all customers along with discounts, you can manage both supplier prices and discounts, calculating the discounts based on the discountable amounts derived from the prices. For prices offered specifically to your company, use the [Supplier prices (AP202000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-prices-ap202000/) and [Supplier inventory (PO201000)](/visma-net-erp/help/purchases/purchases-windows/supplier-inventory-po201000/) windows to manage supplier prices, without configuring supplier discounts. With volume pricing enabled, the supplier prices in the [Supplier inventory (PO201000)](/visma-net-erp/help/purchases/purchases-windows/supplier-inventory-po201000/) window will automatically update when the "zero" tier prices (with 0 quantity) are changed in the [Supplier prices (AP202000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-prices-ap202000/) window. ## About applying extra manual discounts You can apply manual discounts (without discount codes) when all automatic discounts have been applied. You can specify a manual discount for specific document lines on the **Document details** tab in these windows: + [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) + [Purchase orders (PO301000)](/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/) To apply a manual discount, you can enter either a discount percent or a discount amount. The system automatically recalculates other related values. ## About automatic and manual discounts If you have chosen the **Manual** option in the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window, the discount will not be automatically applied or considered the best available when saving the document. You can use manual discounts for purposes such as rebates or coupons. While automatic discounts at all levels are applied upon saving the document, you can apply a manual discount to documents in one of the following windows: + [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) + [Purchase orders (PO301000)](/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/) To apply a manual line-level discount to a document, go to the **Document details** tab and select the discount code for the specific line. Once the code is selected and the discount is applied, the system will recalculate any other discounts accordingly. For manual group-level or document-level discounts, navigate to the **Discount details** tab and select each discount code from the table. The system will apply the discount if the conditions match. Note that if you modify line quantities while adding manual discounts, the system will recalculate them, but they will not be replaced by automatic discounts even if those offer a greater discount amount. You can always view the details of all discounts that were applied to a document on the **Discount details** tab in the window mentioned above. ## About refreshing discounts and prices for existing documents If you are aware of updated prices, discounts, or newly defined discounts in the system for documents that have been on hold, you can update the discounts accordingly. To update prices and discounts, select the **Recalculate prices** action in the appropriate windows. Additionally, you can choose to replace manual discounts with automatic discounts to see if this change increases the total discount. If the result is unsatisfactory, you can revert to using manual discounts.

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Tasks

Windows

 Define supplier discount codes /visma-net-erp/help/supplier-ledger/supplier-discounts/about-supplier-discount-codes/define-supplier-discount-codes section 2026-02-19T17:09:06+01:00 # Define supplier discount codes ## Before you start To complete the configuration of supplier discounts, you specify discount series for each discount code in the [Supplier discounts (AP205000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discounts-ap205000/) window. See: [The principles of supplier discounts](/visma-net-erp/help/supplier-ledger/supplier-discounts/maintain-supplier-discounts-overview/the-principles-of-supplier-discounts/). This window is only available if you have selected the **Customer and supplier discounts** check box in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. See: [Enable or disable supplier discounts](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-or-disable-supplier-discounts/). 1. Go to the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window. 1. In the **Supplier** field, select the supplier you want define discount codes for. 1. On the **Discount codes** tab, click ![icon-add](/media/visma-net-erp/icon-add.png). 1. In the **Discount code** field, enter a unique code for the supplier discount. 1. In the **Description** field, enter a brief description of the supplier discount. 1. In the **Discount type** field, choose what the discount will apply to: + **Line** + **Document** + **Group** 1. In the **Applicable to** field, the default is that all options are check-marked, but you can remove or add an option by clicking to the left of it. The available choices are: + **Item**: The system applies the discount if the document includes specific items. + **Item price class**: The discount is applied if the document includes items from a specific item price class. + **Location**: The system applies the discount if the document is associated with a specific supplier location. + **Item and location**: The system applies the discount if the document includes specific items purchased from specific supplier location. + **Unconditional**: The system applies the discount to all documents unconditionally. For a document-level discount, there is only one option: + **Unconditional**: The system applies the discount to all documents without any conditions. 1. Optional: If you want to exclude the supplier discount from automatic searches for the best available discount, select the **Manual** check box. 1. Optional: Select the check box **Exclude from discountable amount** if you want to exclude the line amount from the base amount for any applicable group or document discount. This option is only available for line-level discounts. 1. Optional: If you want to prevent the application of any additional discounts after the supplier discount, select the **Skip document discounts** check box. Note: This option is only available for group discounts. 1. Optional: Select the **Auto numbering** check box if you want to use automatic numbering to generate IDs for series based on this discount code. The discount code will be used as a prefix for generating series IDs by default, but you can specify a string to be used as a template for automatic numbering in the **Last number** column instead. When series IDs are auto-numbered, the **Last number** column displays the last series ID in the series. If you enter a string before creating any series, the system uses it as a template for automatic numbering. You can have up to 10 characters, including digits at the end. The final letter separates the string into a prefix and an auto-incrementing integer. If you do not provide a value, the system uses the discount code as a prefix. 1. Click the **Calculation** tab. 1. In the **Apply line discounts to** drop-down list, choose between: + **Extended cost**: The system applies the discount to the line amount (to the item's extended cost). + **Unit cost**: The system applies the discount to the item's unit cost. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). ## What is next? [Create discount series](/visma-net-erp/help/supplier-ledger/supplier-discounts/supplier-discount-series/create-discount-series-ap205000/)

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Concepts

Tasks

Windows

 Apply discounts to extended cost or unit cost /visma-net-erp/help/supplier-ledger/supplier-discounts/about-supplier-discount-codes/apply-discounts-to-extended-cost-or-unit-cost section 2026-02-19T17:09:06+01:00 # Apply discounts to extended cost or unit cost 1. Go to the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window. 1. Go to the **Calculation** tab. 1. In the **Apply line discounts to** drop-down list, select **Extended cost** or **Unit cost**. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png).