Discount Schedules (tdpcg0121m000)

Use this session to view, enter, and maintain discount schedule lines.

This session appears as a tab in the Discount Schedule (tdpcg0612m000) session.

Note

If the Used for Promotions check box is selected for the discount schedule header, you can offer a premium as a means of promotion. If the promotion is one free item, you can maintain the premium in this session. If the promotion includes a list of free items (premiums) you must create a promotion group for the premiums in the Promotion Group - Premiums (tdpcg0144m000) session and link the promotion group to a discount schedule line in this session.

 

Discount Schedule

An entity in which you can store discount information that is valid for a given period of time and that is used to calculate discounts for an item.

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.

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 can be linked to a price book.

Discount Schedule Type

The type of schedule used for the discount schedule.

Default value

This value is defaulted from the Discount Schedule Type field in the Discount Schedules (tdpcg0112m000) session.

Break Type

An entity used to specify how breaks between ranges of entities such as distances, amounts, or ordered quantities of items are defined. A break, in this case, is the first or the last number of a range. A break type has either of the following values:

Minimum The break is the lowest number of a range.

Example
Break type minimum
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.

Up To The break is the highest number of a range.

Example
Break type up to
DistanceFreight rate
10010
100050

 

In this case, the breaks are 100 and 1000. For distances <= 100, the rate is 10. For distances > 100 and <= 1000, the rate is 50.

Break Quantity/Value

Specify the minimum or maximum quantity or value for which the discount will be applied.

Note

The Discount Schedule Type determines whether a quantity break or a value break is used.

Unit

The unit in which the quantity is expressed.

Currency

The currency in which the break value and discount amount are stored.

Discount

A way to indicate why a discount was granted. For example, you can grant a discount because the customer orders large quantities. If you grant a discount or if you add a surcharge to a sales invoice, you can enter a discount code to indicate the reason.

Surcharges and discounts can be the result of the following:

  • Standard discounts
  • Surcharges
  • Payable commissions
  • Payable rebates
Premium

The premium offered as a promotion.

Premium Quantity

The number of premiums offered.

Premium Promotion Group

The promotion group for the premium.

Effective Date

The first date on which the discount schedule line is valid. The default effective date is equal to the system date.

Expiry Date

The date and time as from which the discount schedule line is no longer valid.

Reference

Any informative description field used to refer to, for example:

  • The person or department with authorization to perform a specific task.
  • The business partner's contact.
  • The original invoice number.
Source

The means by which the discount is created.

This field can have the following values:

  • Manual
    The discount is manually specified.
  • RFQ
    The discount is copied from an RFQ. As a result, the RFQ number, position number and sequence number are displayed.
Note

You can copy discounts from an RFQ into a discount schedule in the Convert RFQs (tdpur1202m000) session.

Discount Method

Select the discount method used to calculate the discounts.

Allowed values

Discount Method

Note

For an example of calculating multiple discounts, refer to Multiple discount levels.

Stop Discounting

If this check box is selected, and a discount is found, the discount retrieving process stops.

Percentage

The discount percentage that is subtracted from the gross amount or the net amount.

Note

You can enter a discount percentage or a discount amount, not both.

Amount

The discount amount, which is calculated by unit and subtracted from the gross amount.

Note

You can enter a discount percentage or a discount amount, not both.