Sales Total Discount Matrices (tdpcg0130m120)

Use this session to view, enter, and maintain discount matrices for the Sales Total Discount matrix type.

 

Matrix Type
Defines the type of a matrix definition and is linked to a set of matrix attributes.

The following matrix types are available in Pricing:

  • Sales Price
  • Sales Line Discount
  • Sales Total Discount
  • Purchase Price
  • Purchase Line Discount
  • Purchase Total Discount
  • Transfer Price
  • Line Promotions
  • Order Promotions
  • Client Freight Rate
  • Carrier Freight Rate

Each type has its own a selection of attributes. For a matrix type, the combination of a maximum of six attributes identifies the matrix definition.

Matrix Level
Discount levels enable you to define more than one discount for an order or order line.
Note

This field refers to the discount level, as set in the Pricing Parameters (tdpcg0100m000) session.

Discount Matrix
The number of the discount matrix.
Note
The sequence number for the discount matrix, which is automatically incremented by one each time you specify the relevant discount matrix.
Description
The description of the discount matrix.
Effective Date
The first date on which the discount matrix is valid. The default effective date is equal to the system date.
Expiry Date
The last date the discount matrix is valid. If this field is not filled, the discount matrix is infinitely valid.
Discount %
The discount percentage that you can subtract from the gross amount or net amount of an order or order line.
Note

If you enter a discount percentage, you cannot enter an amount or a schedule.

Discount Method
A code that indicates the way in which discounts are calculated if multiple discount levels are used.

Discounts are calculated according to one of the following amounts:

  • Gross: the discount is calculated over the gross amount
  • Net: the discount is calculated over the net amount. The net amount is calculated from the gross amount minus discounts at previous levels
Discount Schedule
A code that identifies the discount schedule.
Note

If a discount schedule code is entered, you cannot specify the discount percentage and amount in this session. The discount is retrieved from the discount schedule.

Discount Code
The code that is used to identify the discount for reporting purposes.
Determining
If this check box is selected, the quantity and value from the order line is taken into account when the total order value is calculated. The total order value determines if an order discount can be applied to the order.

Related topics

Eligible
If this check box is selected, and if an order discount can be applied to an order, the order line is eligible for receiving the order discount when distributing the discount among the order lines of an order.

If this check box is cleared, the order line is excluded from receiving an order discount when distributing the discount among the order lines of an order. Other lines of the same order can be eligible for the discount.

Related topics

Stop Discounting
If this check box is selected, and a discount is found, the discount retrieving process stops.
Pricing BP
The parent business partner used to classify a group of customers with the same prices or pricing agreements.
Sales Office
A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities.
Order Type
A code used to determine the character or function of an order and, consequently, of the message.

Examples:

  • Normal order versus return order
  • Invoice versus credit note

The classification that determines which sessions (in which sequence) are part of the order procedure. You can also assign one of the following categories to the order type: cost order, collect order, return order, and subcontracting order.

Order type codes are required in the ERP EDI messages that relate to a single order. EDI messages that relate to single orders include messages that process:

  • Orders (ANSI X12 850, UN/EDIFACT ORDERS).
  • Order changes (ANSI X12 860, UN/EDIFACT ORDCHG).
  • Order acknowledgments (ANSI X12 855 and 865, UN/EDIFACT ORDRSP).
  • Invoices (ANSI X12 810, UN/EDIFACT INVOIC).
Sold-to BP
The business partner who orders goods or services from your organization, who owns the configurations you maintain, or for whom you perform a project. Usually a customer's purchase department.

The agreement with the sold-to business partner can include:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
Sales Order Origin
The source of the information on which an order is based, such as LN sessions, or user defined sources such as phone, mail, and so on.
BP Channel
A sales or distribution channel used to assign goods to customer groups.

You can link channels to sold-to business partners and to items. Channels can be used in connection with available-to-promise (ATP).

You can assign a certain ATP volume to a channel. This volume limits the ATP for that channel to a maximum.

Sold-to Type
A way to group business partners with similar characteristics, for example, members of the EU, or subject to specific customs rules.
Note

A business-partner type is not the same as a business-partner role or financial business-partner group.

Invoice-to BP
The business partner to which you send invoices. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about the customer's credit limit, the terms and method of payment, and the related pay-by business partner.
Price List
List of default prices and discounts for customers and suppliers. You can link price lists to items and item groups, and to sold-to and buy-from business partners.
Payment Method
The way in which the payment (purchase invoice) or the direct debit (sales invoice) takes place. The payment method defines details such as, the maximum amount, the type of due date, if foreign currencies are allowed, and which details must be printed on the report.

These details are default values that you can change on the order or invoice as necessary.

Delivery Terms
The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents.
Area
A region used to group business partners, customers, suppliers and employees on a geographical basis.
Currency
A generally accepted medium of exchange such as coins, treasury notes, and banknotes.

The following currency types are available in LN:

  • Home currency, which is used internally by companies to calculate costs, record budgets, and register tax amounts
  • Transaction currency, which is used in transactions with business partners, such as orders and invoices
Discount Type
Specify how the discount is calculated.

Allowed values

Discount Type

 

Global Update of Discounts
Starts the Global Update of Discounts (tdpcg0230m100) session in which you can globally update discounts for the selected matrix attributes.
Global Delete of Price Information
Rebuild Generic Key
Starts the Rebuild Generic Key (tdpcg0230m200) session in which you can rebuild matrix data if the database is corrupt.