Setting up a discount matrixIn Pricing, a discount matrix is a discount structure that offers flexible criteria to define and retrieve discounts. Essentially, a discount matrix consists of the following elements:
If the properties of, for example, the sales order match the properties of the discount matrix, the discount amount/percentage from the discount matrix or from the discount schedule that is linked to the discount matrix, is applied to the sales order. Note You can specify how many discount levels your organization uses and define for each level how it is used. For more information, refer to Multiple discount levels. To set up a discount matrix, complete the following steps: Step 1. Pricing Parameters (tdpcg0100m000) Define the following fields in the Pricing Parameters (tdpcg0100m000) session:
Step 2. Matrix Definition (tdpcg0610m000) In the Matrix Definition (tdpcg0610m000) session:
Step 3. Discount Schedule (tdpcg0612m000) Define discount schedules in the Discount Schedule (tdpcg0612m000) session. In a discount schedule, you specify a discount amount or percentage and you determine the order quantity or amount to which the discount applies. You can also specify the break type for the schedule type. A discount schedule can be allocated to different origins, but if you want to use it in a discount matrix, the discount schedule must be allocated to a standard sales order or purchase order. Therefore, the Used for Purchase Contracts, Used for Sales Contracts, Used for RFQs, and Used for Promotions check boxes must be cleared for the discount schedule. For more information, refer to Setting up a discount schedule. Step 4. Discount matrices Specify discount matrices in these sessions: In these sessions, you must link a matrix definition to a discount amount, discount percentage, or discount schedule, and you must specify values for the matrix attributes. As a result, matrix attributes are linked to a discount amount, a discount percentage, or a discount schedule. Example For matrix type Sales Line Discount, specify the matrix definition MD1. Add the attributes delivery terms, currency and item to the matrix definition. Specify the discount schedule SLS1 for items with the following characteristics:
Define a discount matrix for matrix type Sales Line Discount and select matrix definition MD1 and discount schedule SLS1. Enter values for the matrix attributes, such as the following:
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