Enter Discount Number for Service Order

This document explains how you define rules for automatic allocation of discounts during service order line registration.

The discount number contains one or more discount matrices comprised of the specific items covered by discounts.

You enter a discount number when a new type of discount is to be entered, for example, a customer specific discount or a campaign discount.

Outcome

Discount numbers with discount matrices for specific items have been created. The discount numbers define:

The following files are updated when discount numbers are entered

Discount numbers are used during service order line registration to determine whether the entered items meet the criteria for any discount and, if so, the size of the discount.

Before you start

A discount model must exist in 'Discount Model. Open' (SOS800).

Follow These Steps

  1. Start 'Discount Model. Connect Discount Numbers' (SOS805).

  2. Press F13 to go to the parameter panel.

  3. Enter these fields:

    • 'Start panel'

      The valid alternatives are panel A or B.

    • 'Panel sequence'

      The valid alternatives are E and F.

  4. Enter rules for automatic copying of discount numbers in these fields:

    • Text
    • Scale
    • Language.
  5. Press Enter to save the settings for creating discount numbers and to go to the A or B panel.

    Create discount number

  6. Select the discount model where the discount number is to be included in the 'Discount model' field.

  7. Enter the next serial number for discount numbers in the discount model in the 'Discount number' field.

  8. Press Enter to create the discount number and to go to the E panel.

  9. Press F13 to go to the EP panel where the field selection for the E panel is made.

    The valid alternatives are:

    0 = Do not display field heading or content.

    1 = Display field heading and content, but changes cannot be made.

    2 = Display field heading and content, with changes to the content allowed.

  10. Enter descriptions for the discount number in the fields:

    • Description
    • Name
    • Additional text.
  11. Enter characteristics for how the discounts are calculated in the fields.

    • Discount type
    • Discount base
    • Discount relation
    • Accumulation
    • Scale base
    • Scale code
    • Scale U/M.
  12. Enter general characteristics for the discount number in the fields:

    • Manual changeable
    • Internal discount
    • Statistics
    • Accounting control object
    • Presentation.
  13. Press Enter to go to the F panel.

  14. Select the service order field, which will trigger the discount in the 'Field 1,' 'Field 2' and 'Field 3' fields.

    Several fields can be entered, and the lowest number gives the highest priority.

Parameters to Set

Program ID/Panel Field The field indicates…
(SOS805/P) Opening panel

…which panel is to be displayed when (SOS805) is started.

The valid alternatives are:

A = Used when the object ID is known.

B = Used to display a list of objects.

The panel selected is valid until changed by the user.

(SOS805/P) Panel sequence E

…which panels are to be displayed when making changes and inquiries, as well as the sequence in which they appear.

The valid alternatives are:

E = Name and calculation rules for the discount

F = Selection of objects controlling discount size

T = Text

1 = Discount name in different languages (for documents)

2 = Discount matrix.

(SOS805/P) Text …whether the Description, Name and 'Additional text' fields are to be copied from the original discount.
(SOS805/P) Scale …whether the scale base, scale code and scale U/M are to be copied from the original discount number.
(SOS805/P) Language …whether the language of the discount is to be copied from the original discount number.
(SOS805/E) Discount model

…which discount model the discount number is allocated to.

The discount model functions as a discount header and can contain up to six different discount numbers.

(SOS805/E) Discount number …the priority order of the discount number within the discount model.
(SOS805/E) Description …a description of the discount number.
(SOS805/E) Name …the name of the discount number.
(SOS805/E) Additional text …a short name of the discount number for panels with limited space.
(SOS805/E) Discount type

…whether the discount is to be entered as a percentage or an amount.

The valid alternatives are:

1 = Percentage

2 = Amount.

For allocated discount numbers, that is, discounts from a price list or agreement, this field applies only for manually entered discounts during order entry.

(SOS805/E) Discount base

…the amount from which the line discounts are deducted.

The valid alternatives are:

4 = Line amount excluding charges and VAT

6 = Same amount as the previous discount

7 = Net after previous discount.

Alternatives 6 and 7 are permitted only if one of the previous discount numbers has discount base 4.

(SOS805/E) Discount relation

…the discount relation.

A discount relation is defined for every discount number and determines the number's relation or other discount numbers.

The valid alternatives are:

0 = Normal. The discount is offered without checking any discount relation. This discount can be reset by future discounts.

1 = Best discount. The "better" discount is offered. Any previous discount is reset.

2 = The discount always overrides all previous discounts if it is not zero.

3 = The discount always overrides all previous discounts. No discounts are calculated in the future if the discount is not zero. Previous discounts are reset.

4 = No future discounts will be calculated if this discount is not zero.

(SOS805/E) Accumulation

…how quantities, item values, weights and volumes are accumulated before they are checked against the limit values in the scale.

The valid alternatives are:

1 = Accumulation per service order, service agreement or short-term rental agreement when invoiced.

2 = Accumulation per invoice.

(SOS805/E) Manually changeable

…whether discounts can be manually entered or changed during the entry of service orders or agreements.

The valid alternatives are:

0 = No, manual changes are not allowed.

1 = Yes, the discount may be manually changed.

(SOS805/E) Statistic field

…which discount field is to be updated in the statistics.

The valid alternatives are:

1 = Update discount field 1

2 = Update discount field 2

3 = Update discount field 3

4 = Update discount field 4

5 = Update discount field 5

6 = Update discount field 6.

(SOS805/E) Presentation

…how a discount is to be presented on an order acknowledgement and invoice.

The valid alternatives are:

1 = Discount total per goods line.

2 = Discount total and specification of discount number per goods line.

3 = Discount total, specification of discount number and discount total for the document.

4 = Discount total for goods line and document.

5 = Discount total for the document. The discount total for the document indicates the total discount of all the goods lines.

(SOS805/E) Currency

…the abbreviation for the currency, following ISO standards.

Example:

GBP = British pounds

USD = United States dollars

SEK = Swedish crowns.

Currencies are defined in (CRS055).

(SOS805/E) Scale base

…the basic U/M for the discount scale.

The valid alternatives are:

11 = Delivered quantity. For the discount to be given, the quantity's U/M must agree with the scale's U/M

12 = Delivered quantity is converted to the scale's U/M.

21 = Ordered quantity. For the discount to be given, the quantity's U/M must agree with the scale's U/M.

22 = Ordered quantity is converted to the scale's U/M.

71 = Number of calendar days between entry date and delivery date.

(SOS805/E) Scale code

…how discounts are retrieved from the discount scale.

The valid alternatives are:

1 = Graduated discount.

Parts of the initial value receive different discounts. The portion of the value that lies between two limits, or exceeds the last limit, is given the lower (or last) limit's discount.

2 = Best possible discount.

The same discount for the entire initial value according to the last limit passed.

3 = Graduated discount according to the multiple method.

The same as alternative 1, except the portion of the initial value that exceeds the last limit must be a multiple of the limit in order for the discount to be received.

4 = Best possible discount according to the multiple method.

The initial value is divided into multiples of the highest possible limit. The multiples are assigned the limit's discount. The remaining portion of the initial value then makes up the new value, which receives a discount according to the above method. The process is repeated until the remaining value does not reach a limit.

(SOS805/E) Scale U/M …the U/M for limit values in the scale if the value is a quantity.
(SOS805/E) Internal discount

…whether a discount should be considered an internal discount.

The valid alternatives are:

0 = No, the discount is external.

1 = Yes, the discount is internal and will not be displayed on the customer invoice.

(SOS805/E) User-defined accounting control object

…an user-defined field, most often used to control account entries.

This field can be changed in (CRS355).

(SOS805/F) Field

A control field that is used to connect a discount number to a specific field in a panel.

In the next step, the value in this field is checked and compared with the value in the discount scale to determine whether discounts will be given, and if so, what kind.

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