Walkthrough: Amount discounts on volume
With the Fairway Sound Café (61000), we agreed that they get a discount on the invoice of 5.00 per hectoliter of our own beers.
Select the Search icon , enter Sales Orders, and then choose the related link.
Select New to create a new entry.
In the Customer field, enter the name Fairway Sound Café.
Fill in lines:
Item Quantity 1080 10 1280 10 1770 10 1680 10 Choose the Release action (link the order to the existing call entry if the message pops up)
Choose the Expand action
Verify the Charge Item lines with description Discount 5,- / HL Own beer: they should show line amounts of:
- -25.00 for item 1010
- -25.00 for item 1280
There are no charge line for items 1770 and 1680. We purchase them and are therefore not included in the discount condition.
Explanation
The discount in this exercise is defined in a Condition Rule. This Rule can be verified.
Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
Select Rule No. 35 and choose the Edit action.
In the Calculation Code field on the General FastTab, the DISC_PRICE code is selected. We use this code for our on-invoice amount discounts.
- The Calculation Period for this code is Order. This means that the condition is calculated on each transaction.
The Description (General FastTab) makes clear what the discount is about. It is shown on the order and can be printed on the invoice.
The rule has the Certified Status. Which means that it will be used in transactions that meet the criteria for the rule. Rules with other statuses will never be used in transactions.
On the Customer/Vendor (Source) FastTab we defined that this discount will be given to customer 61000 (Source Type and Source No.) and based on transactions with that customer (Based on Source is Member).
On the Item FastTab, we explained for which products the discount is applicable: all items that belong to the Classification Item OB. Use Lookup button the view this classification.
On the Others FastTab, we added an additional criterium for the rule. It is only applicable on sales lines with a Reason Code that belongs to the SALES group. In our example, we did not set this reason code by ourselves. It was automatically inserted from the Aptean Beverage Foundation Management.
In the Rates FastTab, the 5.00 is set in the Rate Unit (Price) field and the HL is selected in the Unit of Measure (Price) field.
- You can use this example to implement such a condition by yourself.