Walkthrough: Logistic discounts

Logistic discounts are in general give for circumstances that reduce your own logistical costs. Some examples are:

• Full pallet discount
• Mixed pallet discount
• Pickup discount
• Sorting fee returnable bottles

Full pallet discount

Guildford Wholesalers (50000) is buying full pallets with one (beverage) product. They get 5.00 discount for each pallet.

• Verify the setup for such a discount. You can use it as an example to implement it yourself:

1. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
2. Select Rule No. 6 and choose the Edit action.
3. 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.
4. The Description (General FastTab) makes clear what the charge is about. It is shown on the order and can be printed on the invoice.
5. 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.
6. On the Customer/Vendor (Source) FastTab we defined that this discount will be given to customer 50000 (Source Type and Source No.) and based on transactions with that customer (Based on Source is Member).
7. On the Item FastTab, we explained for which products the discount is applicable: all items that belong to the Classification Item ALL. Use the AssistEdit button to the view this classification. The field Based on Item is set to Member, which in this case means that the rule will be applied to each individual item in the classification group ALL.
8. In the Rates FastTab:
   • PAL is selected:
     • in the Unit of Measure (Quantity) because the Quantity on the sales line should be converted to a pallet.
     • in the Unit of Measure (Price) because the discount is given per pallet.
   • The Minimum Quantity is set to 1 because we need at least 1 full pallet for the ding Quantity is set to 1 because we give 5.00 for each full pallet Discount.
   • The Recurring Quantity is set to 1 because we give 5.00 for each full pallet.

Mixed pallet discount

When the Selangorian Pub (20000) is buying mixed pallets with beverage products in cans or bottles, they get an additional discount of 1.00 for each pallet.

• Verify the setup for such a discount. You can use it as an example to implement it yourself:

1. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
2. Select Rule No. 5 and choose the Edit action.
3. 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.
4. The Description (General FastTab) makes clear what the charge is about. It is shown on the order and can be printed on the invoice.
5. 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.
6. On the Customer/Vendor (Source) FastTab we defined that this discount will be given to customer 20000 (Source Type and Source No.) and based on transactions with that customer (Based on Source is Member).
7. On the Item FastTab, we explained for which products the discount is applicable: all items that belong to the classification Item ALLBC. Use the Lookup button the view this classification. The field Based on Item is set to Classification Other, which in this case means that the rule will be applied to each individual item in the classification group ALLBC in the Based on Classification Other Code field.
8. In the Rates FastTab:
   • PAL is selected:
     • in the Unit of Measure (Quantity) because the Quantities on the sales lines should be converted to a pallet.
     • in the Unit of Measure (Price) because the discount is given per pallet.
   • The Minimum Quantity is set to 1 because we need at least 1 full pallet for the discount.
   • The Recurring Quantity is set to 1 because we give 1.00 for each mixed pallet.

Pickup discount

The Guildford Wholesalers (50000) organize their own logistics. They pickup the goods that they order by themselves. They get a discount of 1% on the net sales amount of beverages for it.

• Verify the setup for such a discount. You can use it as an example to implement it yourself:

1. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
2. Select Rule No. 12 and choose the Edit action.
3. In the Calculation Code field on the** General** FastTab, the DISC_NETL3 code is selected. We use this code for our on-invoice percentage discounts.
   • The Calculation Period for this code is Order. This means that the condition is calculated on each transaction.
4. The Description (General FastTab) makes clear what the charge is about. It is shown on the order and can be printed on the invoice.
5. The Position Level for this discount is 3. Which here means that conditions with a lower position level are deducted from the sales amount before the 1% is calculated.
6. 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.
7. On the Customer/Vendor (Source) FastTab we defined that this discount will be given to customer 50000 (Source Type and Source No.) and based on transactions with that customer (Based on Source is Member).
8. On the Item FastTab, we explained for which products the discount is applicable: all items that belong to the classification Item ALL. Use the Lookup button the view this classification.
9. On the Others FastTab, we added additional criteria for the rule:
   • It is only applicable on transaction where the shipment method is PICKUP (Based on Shipment Method Code field). For this customer, PICKUP is the default shipment method.
   • It is only applicable on sales lines with a Reason Code that belongs to the SALES group. In our company, this code will automatically be inserted from the Aptean Beverage Foundation Management Setup.
10. In the Rates FastTab, the 1.00 is set in the Rate Unit (Net%) field.

Sorting fee returnable bottles

The Cannon Drinks Group (10000) is a retailer. They properly sort the empties that they return. We give them a fee of 0.02 per bottle for that.

• Verify the setup for such a fee. You can use it as an example to implement it yourself:

1. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
2. Select Rule No. 19 and choose the Edit action.
3. In the Calculation Code Code field on the General FastTab, the DISC_SORT code is selected. We use this code for our sorting fees.
   • The Calculation Period for this code is Order. This means that the condition is calculated on each transaction.
4. In the Direction of Movement field, Inbound is selected. This means that the rule is only applicable when we receive goods. In this example, sales return lines (positive) or negative sales order lines.
5. The Description (General FastTab) makes clear what the fee is about. It is shown on the order and can be printed on the invoice.
6. 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.
7. On the Customer/Vendor (Source) FastTab we defined that this discount will be given to customer 10000 (Source Type and Source No.) and based on transactions with that customer (Based on Source is Member).
8. On the Item FastTab, we explained for which products the fee is applicable: all items that belong to the group Item SORTING. Use the Lookup button the view this group.
9. In the Rates FastTab, the 0.02 is set in the Rate Unit (Price) field, and BOTTLE is selected as Unit of Measure Code (Price), since the 0.02 is per bottle.