You use this window to define the series for supplier discount codes.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
Introduction
- A discount series specifies exactly how the supplier discount is calculated, based on the amount or quantity of the line item or on the amount of the document.
- A series for a discount includes a list of break points, with each break point specifying the range of line amounts, line quantities, or document amounts that are qualified for the specific discount amount or percentage.
This window is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
The tabs and options in the window depend on the type of the discount code.
## Search line in list window
If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.
There are two types of search fields:
+ White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results:
+ space: the result contains the words in any order,
+ **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well.
+ Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
What to do from this window
| Update discounts | Opens the Update discounts dialog box, where you can select pending discount series to update them by their start date (pending date). As a result of update, the current discount amount (or percent) becomes the last discount amount (or percent) and the pending discount amount (or percent) becomes the current discount. |
The Update discounts dialog box
You use this dialog box to select discounts by pending date and to process them.
| Filter date | The latest pending date to select discount series for updating. |
| OK (button) | Updates the selected (by date) discounts. |
| Cancel (button) | Cancels your selection and closes the dialog box. |
The top part
In the top part, you can select the supplier whose discount you want to configure and the supplier discount code, and then create series for this discount.
| Supplier | The supplier whose discounts are displayed in the window. |
| Discount code | The code of the supplier discount for which you want to create a new series or view an existing one. |
| Series | The ID of the series defined for the supplier discount code. Max. 10 characters, both numbers and letters. An ID will be generated by the system if automatic numbering is selected for the discount in the Supplier discount codes (AP204000) window. |
| Active | When this check box is selected, the series is active. The active series for the same discount should not have overlapping time intervals or, if they do, they should apply to different entities. |
| Promotional | When this check box is selected, the series is the supplier’s promotional discount. For promotional discount series, specify the effective date and the expiration date ( End date ). |
| Effective date | The date when the series becomes effective; this field appears for promotional discount series only (that is, those for which the Promotional check box is selected). |
| Expiration date | The date when the promotional discount expires. Expiration date is visible for the series if the Promotional check box is selected. |
| Description | A brief description of the series. Max. 30 characters, both numbers and letters. |
| Discount by | The way the discount is specified for this discount series. You can 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 item added to an order. This option is available only for group-level discounts (selected discount code is of the Group type).
|
| Break by | The way the break points for this discount series are specified. Select one
of the following options: - Quantity
- The ranges for the series are formed by the specified quantities.
- Amount
- The ranges for the series are formed by the specified amounts.
|
| Prorate discount | When this check box is selected, the discount can be prorated. With prorated discounts, the amount of the discount is calculated as if the order is split into multiple orders, so that you can get the largest possible discount. To determine the amount of 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 amount according to the break points used. |
| Last update date | A read-only field that shows the date when the discount series was last updated. Last update date is visible for only a non-promotional discount series; the system inserts a value if the series has been updated at least once. |
The Discount breakpoints tab
You use the Discount breakpoints tab to define for a new series
the discount tiers according to the options selected in the top part, or to view the
details of an existing series.
The columns in this table generally depend on the
options selected in the Discount by and Break by fields.
With Quantity as the break by option
If Quantity is selected as the Break by option, the table has the following columns.
| Break quantity | The quantity of items (break quantity) that starts a new range for a discount level for the currently effective series. Any break quantity should be specified in the base units. |
| Discount percent | The discount percent to be currently used for the quantities that exceed this break quantity if the Percent option is selected as Discount by. |
| Discount amount | The discount amount to be used for the quantities that exceed this break quantity if the Amount option is selected as Discount by. |
| Pending break quantity | The quantity of items (break point) that starts a new range for the pending (not yet effective) series. |
| Pending discount percent | The discount percent to be used with the pending break point for the pending series if the Percent option is selected as Discount by. |
| Pending discount amount | The amount to be used as the discount for the pending series if the Amount option is selected as Discount by. |
| Pending date | The start date for the pending series. |
| Last break quantity | The quantity of item (break point) that started the range for the discount series used before the effective date. |
| Last discount percent | The discount percent used for the break point for the discount series that was in effect before the effective date. |
| Last discount amount | The amount used as the discount for the discount series that was in effect before the effective date. |
| Effective date | The date when the current series became effective. |
With Amount as break by option
If Amount is selected as the Break by option, the table has the following columns.
| Break amount | The line or document amount (break point) that starts the new range for the currently effective series. |
| Discount amount | The discount percent to be used for the amounts that exceed this break amount for the currently effective series if the Amount option is selected as Discount by. |
| Discount percent | The discount percent to be currently used for the quantities that exceed this break quantity if the Percent option is selected as Discount by. |
| Pending break amount | The amount (break point) that starts the new range for the pending series (one that is not yet in effect). |
| Pending discount percent | The discount percent to be used for amounts in this range of the pending series if the Percent option is selected as Discount by. |
| Pending discount amount | The discount amount to be used for the amounts in this range of the pending series if the Amount option is selected as Discount by. |
| Pending date | The start date for the pending series. |
| Last break amount | The amount (break point) that started the new range for the previously effective series (the one that was used before the effective date). |
| Last discount percent | The percentage used for the break point in the previously effective series. This column appears if the Percent option is selected in the Discount by field. |
| Last discount amount | The amount used as the discount for the amounts in this range in the previously effective series. This column appears if the Amount option is selected in the Discount by field. |
| Effective date | The date when the current series has became effective. |
| Break amount | The line amount (break point) that starts the new amount range for the promotional series if Amount is selected as the Break by option. |
| Break quantity | The quantity (break point) that starts the new quantity range for the promotional series if Quantity is selected as the Break by option. |
| Discount amount | The amount of the discount for this range for the promotional series. This column appears if Amount is selected in the Discount by field. |
| Discount percent | The percent of the discount for this range for the promotional series. This column appears if Percent is selected in the Discount by field. |
| Free item qty. | The quantity of free items to be used as the discount in this amount (quantity) range for this promotional series. This column appears if Free item is selected in the Discount by field. |
The Free items tab
The Free items tab of the window has a table showing the free items to
be added as the discount.
This tab appears only if Free item is selected in the
Discount by field.
| Free item | The free item (by its item ID) that is added to orders as the discount for this series. |
| Pending free item | The free item (by its item ID) that will be added to orders as the discount for this series, starting on the date specified in the Pending date column on the Discount breakpoints tab. |
| Last free item | The free item (by its item ID) that had been added to orders as the discount for this series before the date shown in the Last date column on the Discount breakpoints tab. |
| Last update | A read-only field that shows the date when this discount series has been updated last. |
The Items tab
The Items tab of the window has a table showing the items to which the
discount series is applicable.
This tab appears only if one of the options that includes
Item (Item or Location and item) is selected in the
Applicable to column in the Supplier discount codes (AP204000) window for this discount code.
| Item ID | The item to which the series can be applied. |
| Description | The description of the item. |
The Locations tab
The Locations tab of the window has a table showing the locations to
which the discount series is applicable.
This tab appears only if one of the options that
includes Location (Location or Location and item) is selected in the
Applicable to column in the Supplier discount codes (AP204000) window for this discount code.
| Location | The location to which the series can be applied. |
| Description | The description of the location. |
