Walkthrough: Percentage discounts on volumes for specific products
We want to stimulate the Selangorian Pub (20000) to buy our own beers. Therefore, we give them 2% discount on the net sales price when they buy these products.
- 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 Selangorian.
- Fill in lines:
| Item | Quantity |
|---|---|
| 1010 | 1 |
| 1280 | 1 |
| 1510 | 1 |
Choose the Release action.
Choose the Expand action.
Verify the Charge Item lines with description Volume disc. Net 2% OB Level 2: they should show line amounts of:
- -0.40 for item 1010
- -3.16 for item 1280
- There is no charge line for item 1510. Item 1510 is a lager beer that we purchase from another brewer and is therefore not included in the 2% 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. 7 and choose the Edit action.
In the Calculation Code field on the General FastTab, the DISC_NETL2 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.
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 Position Level for this discount is 2. Which here means that conditions with a lower position level are deducted from the sales amount before the 2% is calculated.
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 20000 (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 the AssistEdit button to 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. In our example, we did not set this reason code by ourselves. It was automatically inserted from the Aptean Beverage Foundation Management.
On the Rates FastTab, the 2.00 is set in the Rate Unit (Net%) field.
- You can use this example to implement such a condition by yourself.