Setting up a discount schedule

Discount schedules are used to calculate discounts for an item. The discounts specified in a discount schedule are expressed as a percentage or an amount and are subject to a minimum or maximum quantity or value.

A discount schedule includes the following elements:

  • A discount schedule header, which contains the code, type, and use of the discount schedule
  • One or more discount schedule lines, which contain the discounts
Setting up a discount schedule
Step 1. Specify a discount schedule number group

Specify a discount schedule number group in the Discount Schedule Number Group field of the Pricing Parameters (tdpcg0100m000) session.

Step 2. Specify a discount schedule header

Specify a discount schedule header in the Discount Schedules (tdpcg0112m000) session. The discount schedule can be used to store discounts for orders, contracts, RFQs, or promotions.

In the Discount Schedule (tdpcg0112m000) session, you must also specify the Schedule Type field, which can have these values:

  • Quantity Break
    Discount agreements in your company are made on the basis of the ordered quantity.
  • Value Break
    Discount agreements in your company are made on the basis of the order value.
Step 3. Specify discount schedule lines

Specify the discounts in the Discount Schedules (tdpcg0121m000) session.

You must specify these break fields:

  • Break Type
    Specifies how breaks between ranges of entities such as distances, amounts, or ordered quantities of items are defined. A break is the first or the last number of a range.

    A break type can be one of the following:

    • Minimum
      The break is the lowest number of a range.
    • Up To
      The break is the highest number of a range.
  • Break Quantity/Value
    The minimum or maximum quantity or amount for this discount schedule line. Whether it is a minimum or maximum quantity, depends on the break type.
Example
Quantity Break schedule type
Minimum break type
Ordered quantityDiscount
103%
505%

 

In this case, the breaks are 10 and 50. Ordered quantities >= 10 and < 50 get a 3% discount. Ordered quantities of 50 and more get a 5% discount.

Value Break schedule type
Up To break type
Ordered amountDiscount
1000%
10005%

 

In this case, the breaks are 100 and 1000. For amounts <= 100, the discount is 0%. For amounts > 100 and <= 1000, the discount is 5%.

Note
  • You can also use the Discount Schedule (tdpcg0612m000) session to specify a discount schedule header and discount schedule lines.
  • When you link a discount schedule to a price book in the Price Books (tdpcg0131m000) session, additional discounts for items are applied via the discount schedule on the price book.
  • If a matrix structure exists, discount schedules are specified in the Sales Line Discount Matrices (tdpcg0130m110), Sales Total Discount Matrices (tdpcg0130m120), Purchase Line Discount Matrices (tdpcg0130m130), or Purchase Total Discount Matrices (tdpcg0130m140) sessions.
  • You can link one or more discount schedules to a contract. For more information, refer to Discount schedules on contracts.

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