Discount retrieval

The functionality to retrieve discounts is similar to the functionality that is used to retrieve prices. The main differences are as follows:

Discounts can be stored in discount matrices and discount schedules.
More than one discount can be applicable. For more information, refer to Multiple discount levels.

Retrieving discounts from a contract

When searching for discounts, LN first checks whether a valid special contract and next a valid normal contract exists.

You can define:

Sales contract discounts in the Sales Contract Lines (tdsls3501m000) or Sales Contract Prices (tdsls3103m000) session.
Purchase contract discounts in the Purchase Contract Prices (tdpur3103m000) session.

If required, you can link one or more discount schedules to a contract. For more information, refer to Discount schedules on contracts.

Note: If the contract does not have a valid discount, LN can stop or continue the search based on the setting of the Apply Discounts if No Contract Discounts check box in the Pricing Parameters (tdpcg0100m000) session. If this check box is selected, the search continues.

Retrieving discounts from a price book or a discount matrix

If LN cannot find a discount in a special contract or a normal contract, and if the search for discounts continues, LN tries to retrieve discounts from a discount schedule that is linked to a price book, or from a discount matrix. To retrieve discount information from a discount schedule that is linked to a price book, LN must find the correct price book first. To find the correct price book, the retrieval process as described in Price retrieval takes place.

To retrieve discounts from a discount matrix, LN looks for discount matrices with a matrix definition and matrix attributes that match the properties of the relevant order. Note that all of the matrix attributes must match the properties of the order. When found, the discount schedule of the discount matrix, in which the matrix definition and the matrix attributes are stored, is used to calculate the discount of the order. The discount information of the discount matrix includes a discount amount, a discount percentage or a discount schedule.

The retrieval of discount matrices is controlled by the following settings in the Pricing Parameters (tdpcg0100m000) session for the relevant discount level:

First Discount
LN picks up the first valid discount found in the level and ignores any other valid discounts. The first valid discount is the one with the lowest matrix priority number. When more than one discount has the lowest priority number, the first discount is the one with the latest effective date. When the first discount is found, the search for discounts stops.
Best Discount
LN picks up the best discount found for the level and disregards the matrix priorities.
Accumulate
All valid discounts are retrieved and returned as one aggregated percentage. The maximum aggregated discount percentage is 100.
Not Applicable
No discounts are retrieved for the pertaining discount level.

Note:

The discount retrieval process takes place for each level of discounts defined, starting with level 1. LN first searches for a line discount, then for an order discount. If no valid discount is found, LN enters a value of 0.00 (zero), which can be maintained or modified by the user.
The values of the Determining and Eligible check boxes in the price matrices and discount matrices sessions, also affect the calculation of discounts. For more information, refer to Determining/eligible.
From the applicable discount schedules or price books that LN finds for a particular order or contract, LN picks up the discounts listed in the currency of the order or contract. If no applicable discount is found in the order currency, LN selects discounts listed in the home currency.
You can always manually enter or overwrite discounts.