Capture manual discounts

In 'Quotation type. Open' (QUS020) and 'Quotation. Open' (QUS100), you can use the Discount number field to capture manual discounts for quotation lines. You can then transfer these discounts to the customer order line that is created once the EQM quotation is released.

If you do not specify the Discount number field for the quotation, only the Net price is displayed for the customer order line on (OIS101/E), and the discounts retrieved from 'Discount Model. Open' (OIS800) and manually defined discounts from EQM are not shown.

The discount number set in (QUS020) is used by default in (QUS100) upon creation of the EQM quotation if these conditions are fulfilled:

  • A discount model from 'Discount Model. Open' (OIS800) is connected to the quotation.
  • The discount number from (QUS020) exists in the connected discount model in 'Discount Model. Connect Disc Number' (OIS805).
  • The discount category in (OIS805) is set to 1-'Line discount'.
  • The discount type in (OIS805) is set to 2-'Amount'.
  • The discount base in (OIS805) is set to 4-'Line amount'.
  • No discount matrix exists in 'Discount Model. Connect Discount Scale' (OIS810).and there is no control field set on (OIS805/F) and no records in (OIS810) or in 'Discount Model. Connect Disc Scale Lines' (OIS811).

If any of the conditions is not fulfilled, the discount number is blank in (QUS100).

You can edit the Discount number field on (QUS100/F) if no quotation lines are added to the quotation.

The same conditions are applied if the fields Discount model or Discount number are updated in (QUS100). If any of the conditions is not fulfilled, an error message is displayed and you cannot proceed with the update.

The discounts retrieved from the discount model are displayed on (OIS101/E) exactly as if you created the customer order directly through the 'Customer Order. Open' (OIS100). Manual discounts added to the quotation in EQM are then displayed on (OIS101/E) in the Status – Discount field as 8-'Manually entered, changed or copied'. The discount number for the manual discounts must be set up in (OIS805).