PD Whole Order Discount Setup overview

Pricing and Discounting > Setup > Whole Order Discount

Function acronym: PDSW

Use this page to set up whole order discounts to give customers a standard amount off on each sales order.

Whole order discounts are in addition to regular line item discounts. This additional discount is calculated and subtracted from the total amount due when the order is complete.

Customer order discount, order quantity, or order amount determine the whole order discount. The discount is calculated when the order is completed. During sales invoice processing, the discount is prorated back to each line and stored in a separate discount field for sales analysis purposes. If a line item changes, the whole order discount is recalculated. If you manually apply a whole order discount, it is not recalculated when a line item changes.

If Pricing By Warehouse is selected in SA Administrator Options-Products-Pricing, you must specify a warehouse on each whole order discount record.

You must complete these setups before specifying whole order discount information:

  • SA Company Setup
  • SA Operator Setup
  • Product Warehouse Description Setup
  • SA Administrator Options-Products-Pricing

Conduct a search to locate an existing record to maintain, or click New to create a new one. If Pricing By Warehouse in SA Administrator Options-Products-Pricing is not selected, you cannot search on a warehouse value. Additionally, warehouse values are not displayed in the grid or detail.

Note: You can apply a whole order discount to a sales order even when the total of all lines on the order is zero. If the discount makes the order total negative, a Miscellaneous Credit transaction is created during Sales Entry Invoice Processing Report. To enable entry of a whole order discount greater than the order amount, select Allow Whole Order Discount Greater Than Shipped in SA Administrator Options-Documents-Sales Orders-Entry Settings.

If the Allow Whole Order Discount Greater Than Shipped option is not selected, a whole order discount cannot exceed the shipped line total on the current order suffix. If the shipped quantity is zero, such as for a Quote Order or backordered amount, the whole order discount cannot exceed the total of the line amounts. The message Whole Order Discount Greater Than Invoice Amount (5904) is displayed.

When this option is selected, it applies to whole order discount amounts only, not whole order discounts applied as a percent of the order. The whole order discount is applied to the sales order's -00 suffix and is not rolled to a backorder.