Walkthrough: Year discount net% percentage on progressive minima

In Aptean Beverage Sales-Purchase Conditions, a Progressive Discount means:

• One discount is granted according to the highest achieved minimum.

With the Selangorian Pub (20000), we agreed that they get a yearly bonus for sales of our own bear:

• 1% on the net sales if they buy more than 60 hectoliter
• 2% on the net sales if they buy more than 70 hectoliter
• 3% on the net sales if they buy more than 80 hectoliter

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. 31 and choose the Edit action.

3. In the Calculation Code the Y_NET_PROGR code is selected. We use this code for our yearly progressive net percentage bonuses.

   • The Calculation Period for this code is Year. This means that the condition is calculated on all transactions in one year.

4. The Description (General FastTab) makes clear what the discount 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 OB. Use the Lookup button to view this classification.

8. 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.

9. In the Rates FastTab we crate three lines:

   • The first line has a Minimum Quantity of 60 and a Rate Unit (Net%) of 1.00
   • The second line has a Minimum Quantity of 70 and a Rate Unit (Net%) of 2.00.
   • The third line has a Minimum Quantity of 80 and a Rate Unit (Net%) of 3.00.
   • In all lines, the HL is selected in the Unit of Measure (Quantity) field since the minimum is expressed in hectoliters.

At year-end, we will be settle this bonus with a sales credit memo that is created in the Condition Periodic Settlement Journal. If you execute the next exercise, you can later use it in the settlement journal.

Exercise Quarter Discount

1. Change your Work Date to April 1st 2024 in My Settings.

2. Select the Search icon , enter Sales Orders, and then choose the related link.

3. Select New to create a new entry.

4. In the Customer field, enter the name Selangorian (20000).

5. Fill in lines:

   Item	Quantity
   1010	40
   1280	6
   1510	40

6. Choose the Post (Ship and Invoice) action.