Discounts for Maintenance Customer Orders
This document explains how discounts can be set up for maintenance customer orders.
Settings
Discounts can be set up for maintenance customer orders using one of these methods:
- Discount models
- Agreement lines
- MCO lines
Discount models
Discount models offer a method of automatically calculating and applying discounts to MCOs. The discount model is defined on the maintenance agreement on 'Maintenance Agreement. Open' (COS410/G). The calculated discount can be edited in 'Maintenance Customer Order. Discount' (COS179), if the discount model allows this.
Agreement lines
Discounts can be defined for each maintenance agreement line in 'Maintenance Agreement. Enter Line Discount' (COS428). It is expressed as a percentage of the line amount. A discount can be defined for these transaction types:
- Labor
- Material
- Subcontract
- Miscellaneous.
The discount on the agreement line defaults to the MCO line. If a discount model is used, it overrides any discounts specified on agreement lines.
MCO lines
Discounts can be specified for individual MCO lines in 'Maint CO. Enter Order Line Discount' (COS118). It is expressed as a percentage of the line amount. A discount can be defined for these transaction types:
- Labor
- Material
- Subcontract
- Miscellaneous.
If a discount model is used, the manually specified discount overrides the discount calculated from the discount model.
Manually adjust discount from discount model
You can manually adjust automatically calculated discounts from a discount model. This can be done if the discount model has ‘Man changeable’ selected in 'Discount Model. Connect Disc Number' (OIS805).
The discount is edited on applicable transactions in 'Maint CO. Check Preliminary Invoice Spec' (COS170) using related option 14=’Discount’.