Working with Pallet Discount Models

Use the Pallet Discount Model Maintenance page to:

  • Create pallet discount models that can be associated with accounts.
  • Add products to a pallet discount model for a specific accounting entity and product group.
  • Edit or delete pallet discount models and the associated products.
Note: You must log-on to the Infor CRM Administration Client and have appropriate permissions to perform this task.
  1. Log on to the Infor CRM CE Administration Portal.
  2. Select Master Explorer > System Administration > Configuration and Users > Pallet Discount Model. The Pallet Discount Model Maintenance page is displayed.
  3. Click Add on the toolbar.
  4. Specify this information:
    Accounting Entity
    The accounting entity to which the pallet discount model is linked.
    Discount Model
    The name of the discount model.
    Scale UOM
    The default unit of measure of the scale. Fixed value is set to PAL (pallet).
    Product Group
    The product group based on which the products are filtered to be displayed in the product lookup can be associated with the pallet discount model.
  5. Review this information in the grid:
    Product
    The system of record external ID of the product.
    Name
    The name of the product.
    Limit Value
    The value based on which the discount for the pallet quantity is determined. The corresponding pallet quantity is checked against this limit value.
    Discount %
    The discount percent.
    Discount Amount
    The discount amount.
  6. Click Add in the grid. The product lookup is displayed and filtered by the accounting entity or product group (if there’s a selected product group) or both.
  7. Select a product from the product lookup.
  8. Add a limit value.
  9. Add a discount in percent or amount. You can only specify if the discount is in percent or amount.
  10. Click Save.
    Note: You can only add the product after it is in the grid.
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